Permission Sets - control menu options

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Posted on by AN-01071315-0

I'm working on creating permission sets for our users.

One requirement is to have Sales Credit Memos restricted for one team so they can raise Invoices but not Credit Memos.

I have managed to do this and have noticed that the option on the New Document menu has disappeared. This is great, but now I'm trying to add it back for another team and, although I believe I've added the correct permissions, the menu option is still missing.

I cannot seem to find how permissions interact with the menu options, it just seems random when they appear and disappear.

Could someone please advise how this area of permission sets works?

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Dynamics 365 Business Central

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YUN ZHU 102,944 Super User 2026 Season 2 on at

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Hi, whether this action is displayed depends on two factors.
1. Whether there is RIM permission for Sales Header.
2. Whether the IsOfficeAddin variable is false

Hope this can give you some hints.

Thanks.

ZHU

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AN-01071315-0 23 on at

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Hi YHU,

Thank you for this information. Although I'm doing this via the UI rather than AL code what you shared allowed me to check the relevant permissions.

However, I'm still not seeing Credit Memo on the menu bar. I have checked the effective permissions for the entries you mentioned and, I believe, I have them all set correctly -

Can you suggest why this may be?

Also, is there a resource somewhere that will tell me the links between the menu items and the required permissions?

EDIT: I have found the relevant permission, "Sales Cr.Memo Header". However, my query about the list of relationships would still be nice to get answered.

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