Permissions allowing user to create Sales Quotes, but prevent Sales Order creation

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Posted on by ERPlatanos

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I'm trying to create a permission set to allow a user to create sales quotes, but prevent them from being able to turn them into sales orders.

It looks like these use the same tables, Sales Header(36) and Sales Line (37).

This means I have to give access to Quote AND Order (and Invoice) create/edit permissions.

How can I permit a user to create quotes without permitting them to create orders?

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Administration and permissions

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Yi Yong 771 Super User 2024 Season 2 on at

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Permissions allowing user to create Sales Quotes, but prevent Sales Order creation

Hello,

On top of turning sales quotes into sales orders, if you want to prevent them from creating other sales documents such as invoice, credit memo, return shipment and directly creating order which are all under table 36 and table 37. Then there is more work to be done.

PS: I simplified by removing Table 37 Sales Lines.

How I approach this is by creating three permission sets.

Create a permission set to include 'D365 Sales, Edit' and Exclude Sales Header on RIMD.

Create a permission set to include 'Read' on the Sales Header if you still need them to read on other document types.

Create a permission set to include 'RIMD' on Sales Header with security filter on Document Type = Quote

Assigned these three permission sets to the user. Note: You can't create a permission set to 'Include' these together as it will override them.
If you look at the 'Effective Permissions' of the assigned user, you can see that they will be allowed to RIMD on Sales Quote and only READ on other sales documents.

Hopefully, there will be feedback from other experienced consultants on how to approach this without customization.

I feel that it may be cleaner and easier to maintain if you can customize on the sales header insert event.
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YUN ZHU 69,639 Super User 2024 Season 2 on at

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Permissions allowing user to create Sales Quotes, but prevent Sales Order creation

Hi, please disable the execute permission of codeunit 83 "Sales-Quote to Order (Yes/No)".

Hope this helps.

Thanks.

ZHU