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Is there a way to set the permissions of Sales Order?

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Posted on by 40

Hello everyone,

because of the company's business requirements,

I want to ask

when the Assigned User ID of this sales order is TWAT2,

what should I do so that only TWAT2 and IT staff can see this sales order, and no one else can see it?

thank you very much!

pastedimage1647326435312v1.png

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  • Hsuan Hung Profile Picture
    Hsuan Hung 40 on at
    RE: Is there a way to set the permissions of Sales Order?

    It is so!

    Thank you so much!!!

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,052 on at
    RE: Is there a way to set the permissions of Sales Order?

    Hi ,

    You need to remove the Insert and Modify Permission from Sales Header you have given them that too ( if you want to give them only to read)

    pastedimage1647423486638v1.png

    Also what are the below permission sets has in it.( TS IT and TS_SALES_S03_H) 

    Does it has sales header table data and does not have security filter which will over rule your permission sets.

    pastedimage1647423660532v2.png

    If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much

  • Suggested answer
    Hsuan Hung Profile Picture
    Hsuan Hung 40 on at
    RE: Is there a way to set the permissions of Sales Order?

    I create a copy of the permission sets from 'D365 BASIC', and In the Field Filter column,

    I set the user to have permission to see the sales order with the salesperson as H269
    pastedimage1647419915071v1.png

    pastedimage1647420425137v2.png

    I also have assign the permission set to the user.

    pastedimage1647420554936v3.png

    But when I log in with  SH03 account, I can still see all the orders.


    I want to know if I missed any action,

    thanks!

    pastedimage1647420852090v4.png

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,052 on at
    RE: Is there a way to set the permissions of Sales Order?

    Hi,

    You can follow the below steps.

    1. Go to Users page and check if the specific user (TWAT2 and IT) has permission sets "Bus Premium", "Super", or any other permission sets which has access of Table data Sales Header (36)

    2. If yes then go to permission sets. Search for the specific permission set.which the user (TWAT2 and IT) and create a copy of the permission sets.

    example my user has permission sets BUS premium then create a copy of permission sets using copy action. Give a name for the copy permission sets.

    pastedimage1647401380544v1.png

    3. After creating a copy of the permission sets go to that newly create permission sets and click on Permission action.

    pastedimage1647401490843v2.png

    4. Search for table data 36 and then remove all the permission just give read access only and also add security filter.

    pastedimage1647401593879v3.png

    5. when you click on security filter give this conditions. and click on close.

    pastedimage1647401680814v4.png

    6. Go to users "TWAT2 and IT" and then remove the existing permission sets or permission group which has access of the Sales header table data.

    and replace it with your newly created permission sets.

    pastedimage1647401860415v5.png

    7. you can verify if the user (TWAT2 and IT) can see the sales order for the assigned user id or not.

    If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much

  • Hsuan Hung Profile Picture
    Hsuan Hung 40 on at
    RE: Is there a way to set the permissions of Sales Order?

    Thank you!

    I followed the steps, but still no success, do I need to do something before setting the permissions?

  • Suggested answer
    TeddyH Profile Picture
    TeddyH 12,718 Super User on at
    RE: Is there a way to set the permissions of Sales Order?

    If you want out of the box functionality, you should look at Responsibility Center. Only user that belongs to that responsibility center can see related orders.

    It's technically not per user, but you can set it up per user.

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 59,844 Super User on at
    RE: Is there a way to set the permissions of Sales Order?

    Hi, just adding Josh's reply.

    https://yzhums.com/10133/

    Hope this also help.

    Thanks.

    ZHU

  • Verified answer
    JAngle Profile Picture
    JAngle 33,131 on at
    RE: Is there a way to set the permissions of Sales Order?

    Try a security filter: docs.microsoft.com/.../security-filters

    Or try out responsibility centres: docs.microsoft.com/.../inventory-responsibility-centers

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