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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase Order View pe...
Small and medium business | Business Central, N...
Suggested answer

Purchase Order View permission only

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Posted on by Permission set issue 5

How can I define a permission for a user where he can do only the below mentioned functionality.

  • View Purchase order

NOTE: User should not be able to view any masters or create any master or purchase Order

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: Purchase Order View permission only

    Hi, Another way is to assign Team Members licenses to users, and then exclude the Master data table from Permission Sets.
    Permission Exclusion (Exclude in Permission Set): https://yzhums.com/30562/

    • Read data within Business Central
    • Update existing data and entries in Business Central, such as previously created customer, vendor, or item records. Entries are defined as specific accounting information that, may be updated, such as a due date on customer ledger entries.
    • Approve or reject tasks in all workflows assigned to that user, with the limit that approvals and rejections can only update data in records that Business Central Team Members can access.
    • Create, edit, and delete a sales or purchase quote
    • Create, edit, and delete personal information
    • Edit job time sheets for approval
    • Use the Dynamics 365 Power Apps/Power Automate use rights provided with a Dynamics 365 license
    • Business Central Team Members application module may be customized with maximum 15 additional tables (custom tables or standard Dataverse tables) available to the Business Central Team Members license.“

    pastedimage1681429927822v1.png

     

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Purchase Order View permission only

    You need to create a permission set like this one.

    pastedimage1681418120496v1.png

    Then assign the logon permission set and your custom permission set as the only permission sets for that usser.

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