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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

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Posted on by Community Member

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

  • Verified answer
    babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at

    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.

  • Community Member Profile Picture
    Community Member on at

    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

  • Suggested answer
    Rennecia Barran Profile Picture
    Rennecia Barran on at

    Hi Ashok,

    The task id is TRX_FSS_RT01*

    See below.

    Task-Window.PNG

  • Community Member Profile Picture
    Community Member on at

    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

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