When creating new sales Return Order how to show only those invoices posted by that user? AX 2012 R2

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Posted on by Rana Anees

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Hii,

Requirement: We want that the AX user who created Sales Order invoice should create the sales Return Order. Please guide how we can restrict/filter by query or development or else on sales Return Order form to show invoices created by logged in user.

Thanks,

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André Arnaud de Cal... 304,268 Super User 2026 Season 1 on at

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Hi Rana,

What would happen if there is a need for a return order and the person who created the invoice is ill, on vacation or when he left the company? This cannot be the full requirement.

Of course, it would be possible to achieve something using a customization (x++ or security policies), but you need to think of backup plans.

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Rana Anees 1,813 on at

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Thanks André,

You are right and we discussed with the management and they still want to go with the solution.

Can you please guide how and where to do customization with x++ and security policy.

Thanks and Regards,

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István Orosz 2,137 on at

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Hi,

On query side, you can add a filter for the current user ID, shown by the str curUserId()

function, so SalesTable can be filtered by that. It is not easy to help without more details.

Kind Regards,

István

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André Arnaud de Cal... 304,268 Super User 2026 Season 1 on at

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Hi Rana,

On the forum, I can only provide some answers. I cannot take ownership to do the customization for you. If you don't have the knowledge in house, you can do some learning or hire developers to do the work for you.

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Mahmoud Hakim 17,887 on at

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just make some customization based on curuserid

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Chaitanya Golla 17,225 on at

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Hi,

According to your business requirement, you need to perform two customizations, first one is restricting user while creating the return order and another one is to filter the data on return order list page based on current user.

1. For the first requirement, add the current user range in the init method of the CustInvoiceJour datasource on the salesCopying Form(Path: Return order form > Find sales order)

QuerybuildRange qbr; // Declare variable if (isCreditNoteHeaderOrLine) // Under this loop { onlyInvoiceAccount = queryBuildDataSource.addRange(fieldNum(CustInvoiceJour, InvoiceAccount)); if (callerSalesTable.returnItem()) { rangeSalesId = queryBuildDataSource.addRange(fieldNum(CustInvoiceJour, SalesId)); rangeInvoiceDate = queryBuildDataSource.addRange(fieldNum(CustInvoiceJour, InvoiceDate)); // Added code qbr = SysQuery::findOrCreateRange(queryBuildDataSource, fieldNum(CustInvoiceJour, CreatedBy)); qbr.value(queryValue(curUserId())); } }

2. Second requirement, add the current user range to the method initializeQuery of class ReturnTableListPageInteraction.

public void initializeQuery(Query _query) { Query query; QueryBuildDataSource qbds; QueryBuildRange qbr; if (EP::isCustomer()) { EPQuery::makeMyCustomerSelfServiceQuery(_query,tablenum(SalesTable)); } // Added code qbds = _query.dataSourceTable(tableNum(salesTable)); qbr = SysQuery::findOrCreateRange(qbds, fieldNum(salesTable, CreatedBy)); qbr.value(queryValue(curUserId())); super(_query); }

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