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Manage permission to Post "Receive" only in Sales Return Orders; Post "Ship" only in Purchase Return Orders.

Posted on by Microsoft Employee

Hello,

In NAV 2017, how can we manage permission to Post "Receive" only in Sales Return Orders; Post "Ship" only in Purchase Return Orders?

Example: Jim can only Post "Receive" in Sales Return Orders, but he is unable to Post "Invoice" in Sales Return      

              Orders.              

Karen can only Post "Ship" in Purchase Return Orders, but she is unable to Post "Invoice" in Purchase Return Orders?

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  • Suggested answer
    RobertasR Profile Picture
    RobertasR 5,002 on at
    RE: Manage permission to Post "Receive" only in Sales Return Orders; Post "Ship" only in Purchase Return Orders.

    Hi Allen,

    it's just a hunch, but if you take away the permission to create Customer Ledger Entries (for Sales Return) and Vendor Ledger Entries (for Purchase Return), user would be allowed to post 'Ship'/'Receive' but not 'Invoice', as only posting 'Invoice' would create CLE and VLE?

    For this, of course, you'd need to change standard permissions sets, as the usual 'S&R-Q/O/I/R/C, POST' allows both - posting Receipt and credits for sales returns.

    Hope that helps.

    Robertas

  • Suggested answer
    The Simpsoid Profile Picture
    The Simpsoid 625 on at
    RE: Manage permission to Post "Receive" only in Sales Return Orders; Post "Ship" only in Purchase Return Orders.

    Invoicing either Sales Return or Purchase Return will impact the G/L so if users don't have Insert permission to G/L Entry table they will only be able to Ship or Receive... Unless (as we do) you use Expected Cost Posting because that then does involve G/L Entry postings at Ship and Receive stage.  Do you?

  • Suggested answer
    Amol Salvi Profile Picture
    Amol Salvi 18,694 on at
    RE: Manage permission to Post "Receive" only in Sales Return Orders; Post "Ship" only in Purchase Return Orders.

    You have modify the codeunit 81 and 91 for the same

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