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Dynamics 365 Community / Forums / Project Service Automation forum / Security error - Tryin...
Project Service Automation forum

Security error - Trying to close a quote as Won in PSA

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Posted on by Drew Poggemann 4

Hi everyone,

Trying to close a quote as won and failing with a security privilege error.  

Quote-Close-as-Won-Error.PNG

Currently the user logged in has the roles:

1.  Project Manager

2.  Project Approver

3.  Resource Manager

It looks like this "might" be an issue with the contract line invoice security entity?  Is there somewhere I could look to determine this?  The following (below) is from the Practice Manager which has a lot more security.  I added this to the user and they are able to complete the action but I don't want to add this to the users.

practice_5F00_manager_5F00_role.PNG

Categories:
Project Planning and Tracking
Costing Pricing and Billing
  • Suggested answer
    Muhammad Tayyab Ali Profile Picture
    Muhammad Tayyab Ali on at

    Hi Drew,

    Can you try logging in as Admin and try to do the same and share if it works? I hope you can do a test quote and try that out. Moreover, did you recently upgrade your PSA? Can you share CRM version and PSA version please.

  • Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Hi Muhammad,

    It works with assigning the Practice Manager role so I know it would work with Admin :)  The version of PSA is 2.4 and Dynamics 365 is 9.1

    We did not upgrade PSA, this is a new implementation.  I am trying to work with Microsoft to move me to PSA 3.0 but that is taking a bit...

    Thanks,

  • apa Profile Picture
    apa 8,284 Moderator on at

    Drew, do you have Invoice Schedules defined on your Quote? I'll try to simulate this "soon" but in the meantime if you isolate the issue I recommend a peppered role to get you moving forward.

  • Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Yes, he did.  Peppered Role?  :)  You mean copy the Project Manager and just start add this security and remove the Practice Manager to see if fixes?

  • apa Profile Picture
    apa 8,284 Moderator on at

    Add the relevant access levels and privileges to a new role and assign that role to the user as an additional role to get moving forward.

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