Hello everyone,
I'm trying to implement a restriction in Business Central to prevent specific users from editing the lines on sales orders that are created from sales quotes, while still allowing them to edit other details of the sales order. The goal is to make the lines section non-editable for those users.
Could someone help me with how I can perform that?
Thank you in advance for your support!
Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
Hi Mr.Yun,
I’ve followed the steps you suggested, but it didn’t achieve what I wanted. Here’s what I’ve done so far:
I created a Permission Set with full permissions (Read
, Insert
, Modify
, Delete
) for the "Sales Line" table, and I linked it to a Security Filter where the Document Type
= Quote
, Invoice
, Credit Memo
, Blanket Order
, Return Order
.
I created another Permission Set for the "Sales Line" table, with full permissions (Read
, Insert
, Modify
, Delete
), and I applied a Security Filter where the Document Type
= Order
. I also added a new field to the "Sales Line" table to use as a filter: Quote No
, which retrieves its value from the Sales Header
field Quote No
. Here's the code for the field:
I then used this new field Quote No. in the Security Filter for this Permission Set and set the filter to the value of ''
.
Lastly, I created a third Permission Set linked to the "Sales Line" table, where the permission is set to Read
only. I applied a Security Filter to the Document Type
= Order
and also linked it to the new Quote No
field that is not equal <>''
.
However, even after applying this solution, the user assigned these Permission Sets can still open the sales orders created from sales quotes and make changes (insert, delete, modify) without any restrictions.
Can you help me, with how I can apply the solution I'm looking for?
Thank you in advance for your support!
Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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