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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / [Newbie] Help with per...
Small and medium business | Business Central, N...
Answered

[Newbie] Help with permission set to add field qty to invoice.

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Posted on by Charbel Hleyhel 60

Greetings Expert,
I am trying to create a permission set that enables the user to create a sales order.
In my sales order I require the user to modify the "Qty. to ship" field but with my create permission set, the field is not showing.


I tried to use permission recorder but even after a successful recording, some permissions were added but non of them were enabled me to add quantity to ship to my sales order.
I tried consulting the code and i only found that the required table is Sales Shipment Header for the field quantity to ship.

So, I would like your help to know which table and permission should i add to be able to modify the qty to ship field in a sales order.

N.B. I included a picture of the permission set i already added.

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 103,712 Super User 2026 Season 2 on at

    Hi, Below are all the permissions I recorded with Permission Recorder. (Just modify the "Qty. to ship")

    Type Object Type Object ID Object Name Read Permission Insert Permission Modify Permission Delete Permission Execute Permission Security Filter
    Include Table Data 27 Item Yes        
    Include Table Data 36 Sales Header Yes        
    Include Table Data 37 Sales Line Yes   Yes    
    Include Table Data 98 General Ledger Setup Yes        
    Include Table Data 252 General Posting Setup Yes        
    Include Table Data 311 Sales & Receivables Setup Yes        
    Include Table Data 313 Inventory Setup Yes        
    Include Table Data 337 Reservation Entry Yes        
    Include Table Data 904 Assemble-to-Order Link Indirect        
    Include Table Data 5495 Sales Order Entity Buffer Yes        
    Include Table Data 5715 Item Substitution Yes        
    Include Table Data 5809 Item Charge Assignment (Sales) Yes        
    Include Table Data 7321 Warehouse Shipment Line Yes        
    Include Table Data 2000000006 Company Yes        
    Include Table Data 2000000165 Tenant Permission Set Yes        
    Include Table 4 Currency         Yes
    Include Table 27 Item         Yes
    Include Table 37 Sales Line         Yes
    Include Table 98 General Ledger Setup         Yes
    Include Table 252 General Posting Setup         Yes
    Include Table 311 Sales & Receivables Setup         Yes
    Include Table 904 Assemble-to-Order Link         Yes
    Include Table 5767 Warehouse Activity Line         Yes
    Include Table 7321 Warehouse Shipment Line         Yes
    Include Codeunit 57 Document Totals         Yes
    Include Codeunit 65 Discount Notification Mgt.         Yes
    Include Codeunit 345 Sales Line CaptionClass Mgmt         Yes
    Include Codeunit 408 DimensionManagement         Yes
    Include Codeunit 480 Get Shortcut Dimension Values         Yes
    Include Codeunit 1511 Notification Lifecycle Mgt.         Yes
    Include Codeunit 3703 Server Setting Impl.         Yes
    Include Codeunit 5402 Unit of Measure Management         Yes
    Include Codeunit 5465 Graph Mgt - General Tools         Yes
    Include Codeunit 5477 Sales Invoice Aggregator         Yes
    Include Codeunit 5496 Graph Mgt - Sales Order Buffer         Yes
    Include Codeunit 5506 Graph Mgt - Sales Quote Buffer         Yes
    Include Codeunit 5508 Graph Mgt - Sal. Cr. Memo Buf.         Yes
    Include Codeunit 5777 Whse. Validate Source Line         Yes
    Include Codeunit 6500 Item Tracking Management         Yes
    Include Codeunit 6516 Package Management         Yes
    Include Codeunit 6721 Booking Manager         Yes
    Include Codeunit 6723 Server Setting         Yes
    Include Codeunit 9070 Document Errors Mgt.         Yes
    Include Codeunit 9079 Background Error Handling Mgt.         Yes
    Include Codeunit 99000832 Sales Line-Reserve         Yes
    Include Codeunit 99000845 Reservation Management         Yes
    Include Page 46 Sales Order Subform         Yes

    I personally think that when a permission error occurs, the user interface will prompt which permission is insufficient, and adding it manually is also a good way.

    Hope this helps.

    Thanks.

    ZHU

  • Verified answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,851 Super User 2026 Season 1 on at

    So Direct permissions to be able to modify that field would be:

    Table 36 : read

    Table 37: Read,Modify

    But of course opening sales Order would ask for many related permisisons - and You can add them one by one, to check which part they "unlock" for the user.

  • Suggested answer
    Charbel Hleyhel Profile Picture
    Charbel Hleyhel 60 on at

    Hello Yun Zhu, Thank you so much for your constant help. The problem apparently was not from the permission set but from the role.

    What i did was:

    Pressed on customise page in new tab from the customize role

    Opened sales order page

    Found out that Qty to ship was already there

    Saved to re-check

    And it appeared on its own which was a bit weird.

    I am pretty sure i did not modify anything else so I'm just happy it worked.

  • Charbel Hleyhel Profile Picture
    Charbel Hleyhel 60 on at

    Thank you for your anwser, apparently I gave the right permission set but the problem was from the role associated with the user explained below.

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