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Sales invoice due date security settings

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Posted on by Gyan van der Jagt 5

Dear all,

A client of mine does not have the proper rights to alter the due date on a sales invoice (accounts receivable -> customers -> transactions -> open -> general). What privilages should I add to his user account to enable him to make these changes?

Thank you in advance.

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  • Gyan van der Jagt Profile Picture
    Gyan van der Jagt 5 on at
    RE: Sales invoice due date security settings

    Hi André,

    Thanks for your answer. We have decided to wait for the upgrade to Dynamics 365 in the hope this problem is adressed.

    Regards,

    Gyan

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,115 Super User 2024 Season 2 on at
    RE: Sales invoice due date security settings

    Hi Gyan,

    I have no environment matching your version, but it might be missing in older versions. You can use the security development tool to find out if there is a privilege/duty with another name available. If not, you can customize the security and add a new security setting to allow maintaining the customer transactions.

  • Gyan van der Jagt Profile Picture
    Gyan van der Jagt 5 on at
    RE: Sales invoice due date security settings

    Hi MATTGUO,

    Thanks for your reply.

    I've checked the disabled roles, but neither the Accounts receivable manager or clerk have this duty attached to them in our client. In fact this duty / privilege does not show up anywhere I can see in our client. Might this be some version specific addition? We're using the AX2012 version with feature pack 3 if I recall correctly.

    Thanks again for your help.

    Kind regards,

    Gyan

  • MATTGUO Profile Picture
    MATTGUO 22,298 on at
    RE: Sales invoice due date security settings

    Hi Gyan,

    Does the "Accounts receivable manager" have this duty?

    According to my test ,the "CustTransOpenMaintain" privilege works.

  • Gyan van der Jagt Profile Picture
    Gyan van der Jagt 5 on at
    RE: Sales invoice due date security settings

    Hi MATTGUO,

    Thanks again for your reply. I've already used the search feature to try and find it, but it seems that it is missing from the security roles list. Any help on how to proceed is appreciated!

    Thanks in advance!

    Best regards,

    Gyan

  • MATTGUO Profile Picture
    MATTGUO 22,298 on at
    RE: Sales invoice due date security settings

    Hi Gyan,

    Please refer to my screenshot.

    6765.snipaste_5F00_20190103_5F00_103343.png

  • Gyan van der Jagt Profile Picture
    Gyan van der Jagt 5 on at
    RE: Sales invoice due date security settings

    Hi Ludwig,

    Thanks for your reply. Customers maintain different payment terms. To comply with reports for our mother-company, we need to be able to change these invoice due dates.

    Hope this clears it up.

    Regards,

    Gyan

  • Gyan van der Jagt Profile Picture
    Gyan van der Jagt 5 on at
    RE: Sales invoice due date security settings

    Hi, thanks for your reply. I'm looking in the duty/privileges list on our client and the "Maintain open customer transactions" duty does not show up. Can you tell me where to find it?

    Thanks!

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales invoice due date security settings

    Hi,

    Have you been able to get this fixed by assigning the duty mentioned?

    I am wondering why you want to change the due date? Is this only for a single transaction or is this something that you regularly do?

    Beat regards

    Ludwig

  • MATTGUO Profile Picture
    MATTGUO 22,298 on at
    RE: Sales invoice due date security settings

    Hi Gyan,

    Please add the "Maintain open customer transactions" duty for testing.

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