web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Unanswered

Identification of Duties and Privileges for Document preview

(1) ShareShare
ReportReport
Posted on by 24
Hi All,
 
Please may I request assistance to identify the duties that can be assigned to a role for the following activity:
- View document, 
- Copy preview
- Original preview of an invoice.
 
We have NAXT roles that were recommended which we copied however we are missing these duties.
 
Assistance will be much appreciated.
 
I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    301,210 Super User 2025 Season 2 on at
    Hi Kim,
     
    I don't know what you mean by NAXT roles. Anyway, you can try to add the duty Inquire into customer invoice status. The technical name is: CustInvoiceCustomerInvoiceStatusInquire.

    There are a few other duties having access to these menu items, but they also have some maintain access permissions, like posting invoices. The duty mentioned above also contains several other access permissions, but view-only.
  • Adis Profile Picture
    6,069 Super User 2025 Season 2 on at
    Hey,
     
    There are multiple ways to achieve this.
     
    1.:
    If you have access to the button and you press it, usually there is an error message saying that you dont have access to a specific table. Therefore, adding this table directly to the role or through Duties\Priviliges will solve the problem.
     
    2.:
    From the Invoice journal, check the security diagnostics. You will see which roles\duties & priviliges can be used to for the form. Usually, this is sufficient, however, it tells you what gives you the right to open the form, not to perform all actions.
     
    You can also print a sales order and then do the security diagnostics, which will do the job.
     
     
    3.:
     
    Start with "Create recording" just before you press the print button.
     
     
    After printing, stop the recording and download the axtr file
     
    Go here and open the axtr file
     
     
    It shows that its a display type that you need to add to a privilige, duty and \or role.
    So check the privileges\duties from my suggestion 2 if any of them has the CustInvoiceJournal_Action type.
     
     
    4.:
    If nothing works, what I also did. Ask a developer or do the nasty way. Use a role that can print and work your way down to the duty\privilige that can do it. This can be achieved by checking the role and then by reading the name, guessing what could work. Not efficient and nasty as I said.
     
    Kind regards, Adis

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 669 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 449 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 384 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans