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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Restrict Read Permissi...
Small and medium business | Business Central, N...
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Restrict Read Permission in Sales Order

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Posted on by Mun Kit 25

We have sales person access to both Sales Quote and Sales Order. Sales Person will have full access in Sales Quote but we would like them to have READ permission in Sales Order.

Both Sales Quote and Sales Order are store in same table 36 (Sales Header) and 37 (Sales Lines), so I don’t think I can set the permission via Table Data Object Type

pastedimage1682389499462v1.png

Is that a way to implement above requirement ? it is quite common that Sales Person will in-charge of Sales Quote but not Sales Order (Sales Order will be finance responsibility), but we still want Sales to have Read access to sales order.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    RE: Restrict Read Permission in Sales Order

    Hi, Just adding two simple examples, hopefully it will give you some hints.

    The page mode that the page was opened in (Editable of the page)
    https://yzhums.com/9132/

    Switching a page to non-editable in real time via a field value
    https://yzhums.com/16756/

    Thanks.

    ZHU

  • Suggested answer
    Govinda Kumar Profile Picture
    Govinda Kumar 2,203 Super User 2024 Season 1 on at
    RE: Restrict Read Permission in Sales Order

    Hi,

    To achieve this, I think you have to do little customization on page level as Mr. Inge said..

    You can set the editable property to false for the Sales Order card page, which will prevent salespersons from creating or editing sales orders, 

    pastedimage1682797988087v1.png

    Now this way the salesperson can only see the previously created sales orders, but cannot modify or create the new sales orders.

    pastedimage1682798204063v2.png

    I hope this helps.

    Regards,

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Restrict Read Permission in Sales Order

    You are right when you say that you can not do this on table level.

    The only real work around you have for this is to create a new page that the sales people can use to look at the sales order and make sure that editable = false in your new page.

    Then you restrict the sales persons access to the standard sales order and sales invoice pages.

    So this requires development - it can not be done out of the box.

    An easier way can be to use the release mechanize and then make sure the sales people does not have the ability to reopen an already released sales order.

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