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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Duties/Privileges for ...
Finance | Project Operations, Human Resources, ...
Answered

Duties/Privileges for 'Delivery Note' posting option

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Posted on by Tyler Davis 5

Hi, 

I am currently looking into what privileges give a user access to the delivery note posting option within the 'Item requirements screen'. 

All Projects -> Select a project --> Plan / Item requirements -->  Manage --> Posting --> Delivery note

I have setup a new security role with two one privileges being 'Maintain Item requirements' & 'View item requirements' 

After allocating this to a user, the 'Delivery note' posting option still does not appear.

I'm assuming there must be a set of privileges or duties what allow this functions rather than it just being one specific one as I have tested a few but cannot get the function to be available. 

Any ideas would be appreciated

Thanks

I have the same question (0)
  • NikolajSorensen Profile Picture
    NikolajSorensen 1,792 on at

    Have a look at the duty "Maintain project sales packing slips".

    As you are probably using en-gb as language, please note that the above is using en-us as language.

  • Tyler Davis Profile Picture
    Tyler Davis 5 on at

    I have tried a duty named 'Maintain project sales delivery notes', that has not provided the functionality either. However, it does give the option for 'Packing slip'. 

    I would assume this is the en-gb version of 'Maintain project sales packing slips'.

  • NikolajSorensen Profile Picture
    NikolajSorensen 1,792 on at

    And is this packing slip not what you are looking for?

    pastedimage1656418901840v1.png

  • Tyler Davis Profile Picture
    Tyler Davis 5 on at

    Its 'Delivery note' which we are looking for underneath the 'Posting' button.

    We have made our own financial controller permission group but this contains alot of privileges/duties, when I assign this to myself I can see the option.

    However, we are looking to find just the specific duties/privileges that allow this function.

    pastedimage1656419089573v1.png

  • Tyler Davis Profile Picture
    Tyler Davis 5 on at

    Please ignore. you are right that has given the user the option. Turns out their preferences were incorrect!

    Thanks for the help!

  • Suggested answer
    NikolajSorensen Profile Picture
    NikolajSorensen 1,792 on at

    The duty mentioned previously grants access to posting the packing slip right?

    When you change your language from EN-US to EN-GB. then the packing slip should become delivery note. Perhaps you are testing with a user where the language is set to EN-US?

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