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Finance | Project Operations, Human Resources, ...
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Sales Security - Should not create new sales order directly

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Hi. We need to configure security for salesmen so they cannot directly create new sales orders from the Sales Order List page. However, they should still be able to create sales orders indirectly by confirming a sales quotation. How can this be achieved through security settings?
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  • Verified answer
    VJ VM Profile Picture
    VJ VM 122 on at
    Sales Security - Should not create new sales order directly
    I was able to figure it out. Here's the answer as a reference for someone else. 
     
    1. Open Security Configuration
    2. Under Privileges, search for Maintain Sales Order Details and duplicate it as Maintain Sales Orders-2. This will prevent you from modifying the original privilege, which can affect multiple roles.  
    3. Now under Roles, Select the applicable Role -> Duties+ -> Maintain Sales Order (AOS: SalesOrderMaintain) -> Privileges+ -> Maintain Sales Order Details-2 -> Display Menu Items -> SalesTableforNew - Deny "Create"
    4. This way the salesman cannot create a new Sales Order directly in the Sales Order List Page but only by confirming a quotation. 
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 15,491 Super User 2025 Season 1 on at
    Sales Security - Should not create new sales order directly
    Hi,
     
    Yes, you you can create or use exists securty role, duty and privilege through security configuration.
     
    Best regards,
    Mohamed Amine MAHMOUDI

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