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 GP (Archived) / Custom Security Role f...
Microsoft Dynamics GP (Archived)

Custom Security Role for 'Create Return' Dynamics GP 2013

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi,

 

I have to give someone the capability to do ‘Create Return’ under ‘Sales’, ‘Transactional Entry’ and then ‘Additional’.

 

Please let me know which API to use and then the steps to do create the ‘Security Role’

 

Thanks,

 

Ashok

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Custom Security Role for 'Create Return' Dynamics GP 2013

    Hi Ren,

    Thanks - I did follow your steps. While now the user IS able to go in the screen, but during the process of creating the 'Return', when he clicks in the 'Sales Document' field, he gets an error regarding more privileges, as picture below. Looks like I have to give him some more 'Task' permission(s). Any suggestions?

    Thanks,

    Ashok

    6303.Capture.PNG

  • Suggested answer
    Rennecia Barran Profile Picture
    Rennecia Barran on at
    RE: Custom Security Role for 'Create Return' Dynamics GP 2013

    Hi Ashok,

    The task id is TRX_FSS_RT01*

    See below.

    Task-Window.PNG

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Custom Security Role for 'Create Return' Dynamics GP 2013

    Hi Babu, (hope this is first name).

    Thanks for your post. When I tried to look, couldn't find that task. What is the 'Security Task ID' or 'Name'.

    Thanks,

    Ashok

  • Verified answer
    babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 6 on at
    RE: Custom Security Role for 'Create Return' Dynamics GP 2013

    Ashok,

    This window is part of field service so you need to create task and role selecting this and give the access to the user.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,494 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans