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Finance | Project Operations, Human Resources, ...
Suggested Answer

Can a security privilege/role be created for a menu item which does not currently have a permission restriction?

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Posted on by 51

In Sales and Marketing module there's an action menu item called "Confirm Sales Order" SalesFormLetter_Confirmation

pastedimage1674758389554v1.pngpastedimage1674758439113v2.png

Is there any way to limit access to this menu item? 

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    306,854 Super User 2026 Season 2 on at

    Hi Brook,

    If you want to restrict access, so people will not have the option to run the confirmation, you can ensure the role will not have a privilege containing this menu item.

    You can find the current privileges and create a copy from which you remove the action menu item. Then you have a new privilege, like the original, but without permissions for printing the confirmation.

  • BrookTadesse Profile Picture
    51 on at

    Hi Andre, Thank you for your response. However, the menu item does not currently have a security/role/privilege for it (note on the picture above in Visual studio, the current permission is "NONE".

  • André Arnaud de Calavon Profile Picture
    306,854 Super User 2026 Season 2 on at

    Hi Brook,

    Out of the box, the menu item is linked to a privilege Process sales order confirmation (SalesFormLetter_ConfirmationProcess). This privilege is linked to the duty Maintain sales orders (SalesOrderMaintain). I don't know why you think there is no privilege or duty for it.

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