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ReportHello,
We would like to create orders with a Team Member license. These should only be created, not delivered and not invoiced, so there is no posting. Is this possible?
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Hello,
We would like to create orders with a Team Member license. These should only be created, not delivered and not invoiced, so there is no posting. Is this possible?
ah I see, we should use purchase quotes, thanks
Hi, thanks
But the objectiv was not to use a fullsuer licence for these persons.
Thanks.
ok, thanks. And how would be the workaround for purchase orders?
Hi,
You can also customize the process where for some users you can simply disable invoice/ship/receive hence they will not be able to post.
Regards,
Tanya Kharbanda
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Based on latest licensing guide - Team Member can only create Quotes (and those can be transformed to Order by a full license user).
The Dynamics 365 Business Central Team Members license, grants a named user the following rights for their own use only (not for, or on behalf of others):
• 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
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