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Service | Customer Service, Contact Center, Fie...
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Deleting lines vs. deleting order

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I was wondering if users could have access to deleting lines in a Sales order but not deleting the order itself?

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  • Mohan Prasad MAni Profile Picture
    235 on at
    RE: Deleting lines vs. deleting order

    But that lets the user delete the order as well, can we control only at the order line level (Order product)?

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Deleting lines vs. deleting order

    Hi,

    You can update the permissions on the security role assoc iated to the user. Open security role, click sales tab and then remove the delete permission for order entity.

    Take a look at this video to understand more on security role.

    www.youtube.com/watch

    crmbook.powerobjects.com/.../

    Hope this helps.

  • Community Member Profile Picture
    on at
    RE: Deleting lines vs. deleting order

    That's what I thought but I was told that with Dynamic D365 we can't do that anymore.  Would you know which permissions we would need to have/not haev to be able to do this?  Thank you so much for your help! :-)

  • Suggested answer
    Wayne Walton Profile Picture
    13,728 on at
    RE: Deleting lines vs. deleting order

    Yes, just change their security role to not have permission to delete the Order.

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