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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Privileges for the inv...
Finance | Project Operations, Human Resources, ...
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Privileges for the invoice button in a sales order

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Posted on by Community member 18
Hello Experts!

I'm having trouble finding the correct priviledge or even Entry Point (AOT name) to give certain users the ability to press the invoice button. The only way to get it working is via  the system administrator role (which shows everything and doesn't check if you have the right to be on that screen or not).

I created a priviledge with alle Entry points (AOT names) and still I can't see the button on my test account. I also tried every standard Microsoft Role (and allowd the SOD warnings) and again I couldn't find it. Also I created a duty with every priviledge in it and still I can't see the invoice button.

Any help would be appriciated.




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  • Community member Profile Picture
    Community member 18 on at
    Privileges for the invoice button in a sales order
    My problem was that the AOT entry SalesFormLetter_InvoiceMaintain (Action Menu Item) was on deny in a priviledge that was used in a lot of duties (and roles).

    That you guys so much!
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 298,740 Super User 2025 Season 2 on at
    Privileges for the invoice button in a sales order
    Hi,
     
    Layan is correct with providing the technical name of the privilege granting access to generate the invoice. If you have access to a development environment, it is possible to look at all technical details. The name of the menu item used for generating the invoice is an action menu item called SalesFormLetter_Invoice.
  • Verified answer
    Layan Jwei Profile Picture
    Layan Jwei 8,034 Super User 2025 Season 2 on at
    Privileges for the invoice button in a sales order
    Hi User,

    Did you try "SalesFormLetter_InvoiceMaintain" privilege?

    Thanks,
    Layan Jweihan

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