web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Maintain Free Text Inv...
Microsoft Dynamics AX (Archived)

Maintain Free Text Invoice - Which Privilege?

(0) ShareShare
ReportReport
Posted on by Community Member

I'm setting up a custom role that would allow a user for full control of the Free Text invoice functionality. I'm having a hard time finding a duty that would give them this kind of access. The closest I found was 'Maintain Free Text Invoice Print Management.'

Any ideas?

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    AOT >> SECURITY  >> PRIVILEGES >> CustFreeInvoiceMaintain

    AOT >> SECURITY >> DUTIES >> CustInvoiceCustomerInvoiceTransMaintain

    AOT >> SECURITY >>ROLES >> TradeSalesClerk

    Use any of those

  • Community Member Profile Picture
    Community Member on at

    In case someone will ask a similar question in the future, here are the steps:

    1. In the Security Roles form, select the Role that needs this access

    2. Click 'Add ' button

    3. Navigate to the 'Revenue Cycle' node and expand it

    4. Find 'Maintain Customer Invoice Transactions node and expand

    5. Select all required permissions related to Free Text Invoicing.

    Sohaib, thank you again. I am fairly new to this so I'm going to ask a stupid question. If I overwrite the modelstore in Prod with the new modelstore from Test as a part of the code release process, will all of these modification get overwritten if I'll make the security changes in PROD or do I make these changes in Dev then move it to Test and Prod?

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,438 User Group Leader on at

    model store effects your customization/ customized objects only. it does not harm your data.

    let's suppose if I have a customized class its in model store. so if you have any customized security objects those will  be part of model store. so you need to take backup of things before losing. (if you have customization)

    setting security(like what you did above, is not part of model store, its saved in transactional DB; Because here you are just providing information that USER-XYZ will have access to privilege-ABC.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Priya_K Profile Picture

Priya_K 4

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#3
Ali Zaidi Profile Picture

Ali Zaidi 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans