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How to Assign Purchase Order Creation Permission Only through Permission Set

Posted on by 2

Hi,

I have a query regarding Business Central Permission Sets, I want to assign purchase Invoice creation permission to my specific user who can't post GRN and creation of Purchase Order but he can view and edit the purchase order. Is there any way to do this in Business Central and how it can be achieved while I am using d365 Bus Premium access permission set.

here are the screen shots available regarding my security filter that I have applied.

pastedimage1679999462461v1.png

If i am doing something wrong so please guide me regarding this.

Thanks & Regards 

Saqib Hassan

  • Saqib Hassan Profile Picture
    Saqib Hassan 2 on at
    RE: How to Assign Purchase Order Creation Permission Only through Permission Set

    Hi Daniele,

    what i should need to select on the "permissions" tab? In the object type field it is default shown Table Data and Object ID is 0.

    secondly you mention that for revoke the user for particular access, kindly guide me which object type and object id I need to select for this.

    can you give any example from Screenshot how it will proceed.

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: How to Assign Purchase Order Creation Permission Only through Permission Set

    hi

    in Business Central, you can assign a permission set to a specific user that allows them to create purchase invoices, but not post GRN or create purchase orders. To achieve this, you can create a new permission set with the appropriate permissions and then assign that permission set to the user.

    To create a new permission set, follow these steps:

    Navigate to the Permission Sets page in Business Central.

    Click on the "New" button to create a new permission set.

    Give the permission set a name, such as "Purchase Invoice Creator".

    In the "Permissions" section, grant the user permission to "Create Purchase Invoices".

    In the "Permissions" section, revoke the user's permission to "Post Goods Receipt" and "Create Purchase Orders".

    Save the permission set.

    Once you have created the new permission set, you can assign it to the specific user who needs access to create purchase invoices but not post GRN or create purchase orders. To assign the permission set to the user, follow these steps:

    Navigate to the Users page in Business Central.

    Select the user you want to assign the permission set to.

    In the "Permission Set ID" field, select the "Purchase Invoice Creator" permission set you created earlier.

    Save the changes to the user record.

    Now, the user will be able to create purchase invoices but will not be able to post GRN or create purchase orders. They will also be able to view and edit purchase orders, based on their other permissions.

    DAniele

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: How to Assign Purchase Order Creation Permission Only through Permission Set

    Hi,

    If you want him to allow Post Purchase documents, you can probably set below permission in his user card.

    pastedimage1679982035523v1.png

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