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Small and medium business | Business Central, N...
Answered

Hide options to user in Warehouse Shipments

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Posted on by 4,164 Super User 2025 Season 2
Hello,

Is it possible at a functional level to "hide" the options to a user, for example to see only the Ship option and not Ship and Invoice option?
 
 
Andres
 
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  • Verified answer
    Khushbu Rajvi. Profile Picture
    19,137 Super User 2025 Season 2 on at
    Hide options to user in Warehouse Shipments
    Try with these options: 
  • Suggested answer
    Mansi Soni Profile Picture
    8,869 Super User 2025 Season 2 on at
    Hide options to user in Warehouse Shipments
    Hello,

    Yes, at a functional level in Business Central, it is possible to restrict or hide certain posting options like Ship and Invoice for specific users, using a couple of different approaches.

    Option 1 is through Permission Sets, where you can create a custom permission set that restricts users from posting invoices while still allowing them to post shipments. Although this won’t visually remove the Ship and Invoice option from the interface, it will prevent the user from completing the action. When they attempt to use it, an error will be displayed due to insufficient permissions. This method ensures that users follow the correct process based on their role, even though all options remain visible.

    Option 2 is via Personalization, where users (or admins on their behalf) can manually hide specific actions or fields on the page. This is a UI-level change that removes the visibility of the Ship and Invoice button from that particular user’s view. However, it is a user-specific setting and not managed centrally through roles or profiles. For organizations with a small user base or where changes per user are acceptable, personalization offers a simple and effective method to streamline the UI.

    Hope this will help you!

    Regards,
    Mansi Soni


     

  • Suggested answer
    Sohail Ahmed Profile Picture
    11,086 Super User 2025 Season 2 on at
    Hide options to user in Warehouse Shipments
    Yes you can achieve this without code by using Permission set restrictions 
     
     
    Mark this as verified answer if it helps you 
  • Verified answer
    Ramesh Kumar Profile Picture
    7,511 Super User 2025 Season 2 on at
    Hide options to user in Warehouse Shipments
    Create a custom permission set that excludes the Post and Invoice functionality. Also you can control who can post and invoice in User setup table
     
    Thanks
    Ramesh
     
     
    If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
     
     
     
     

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