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The Sales Order Processor in D365F gets a nice role tailored client, what is the Purchase Order Processor meant to use for a role centre? What is likely best option?
Thanks,
Malcolm
Hi Tammy, thank you for your reply. I understand that there is currently no way of restricting a purchase clerk's activities just to the D365F pages and rimdex permissions that their job role really requires. This is closely linked to the problems of being unable to modify permission sets in D365F. I will record an 'idea' in the hope that the 'powers that be' gradually move the 38 roles from NAV across to D365F and alter the design of D365F so that we can effectively control user's access rights.
Hi Malcolm,
Thank you for the questions. Unfortunately, as you are seeing, there is not a direct match for a Purchase Order Processor in the same way as for the Sales Order Processor.
There are a couple of choices. The Project Manager role does get you quite a few of the desired selections on the home page navigation:
-Purchase Orders
-Purchase Invoices
-Purchase Credit Memos
-Items
There are additional entries which are not needed by a Purchase Order Processor. And there are a few missing entries--Vendor is the big one in my mind.
The other choice in role is the Business Manager role. This one has much more than is needed for a Purchase Order Processor, but I really like that you can choose the Purchasing area in the navigation and that will give you all the needed transaction types in addition to Vendors.
If you haven't already, please log a product suggestion on our ideas page to request a role specifically for Purchase Order Processors, here: ideas.dynamics.com/.../dynamics-financials.
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