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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Stopping users from de...
Small and medium business | Business Central, N...
Answered

Stopping users from deleting Purchase Documents that are in the "Pending Approval" status

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Posted on by AleAlonso 88
Hello, 
 
I want my users to be able to delete /Open/ Purchase Documents, but not /Pending Approval/ ones, is there a way to do it with a permission set?
 
Thanks

Alejandra
Categories:
Dynamics 365 Business Central
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 75,802 Super User 2024 Season 2 on at
    Stopping users from deleting Purchase Documents that are in the "Pending Approval" status
    If you use security filters, one disadvantage is that after the users send the approval, they can no longer see the Purchase Document until the approval is completed.
    Personally, I think it would be better to add some small customizations, such as adding a control when deleting. If the status is "Pending Approval", it cannot be deleted.
     
     
    Thanks.
    ZHU
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,440 Super User 2024 Season 2 on at
    Stopping users from deleting Purchase Documents that are in the "Pending Approval" status
    open and pending approval are in essence all open documents. I'm not able test directly, but have the impression that it might not be feasible.
     
    Jun Wang
  • gdrenteria Profile Picture
    gdrenteria 13,011 Most Valuable Professional on at
    Stopping users from deleting Purchase Documents that are in the "Pending Approval" status

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