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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Restrict Specific User...
Small and medium business | Business Central, N...
Suggested answer

Restrict Specific Users from Editing Sales Order Lines That Was Created from Sales Quotes

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Posted on by Lama 30

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!

Categories:
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,942 Super User 2024 Season 2 on at
    Restrict Specific Users from Editing Sales Order Lines That Was Created from Sales Quotes
    Hi, only Security Filter can do this in the standard, but it will also prevent users from seeing these Sales Order lines.
    If you really need to do it, you can try adding Security Filter. For example, Quote No. is not equal to empty.
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,250 Super User 2024 Season 2 on at
    Restrict Specific Users from Editing Sales Order Lines That Was Created from Sales Quotes
    As far as I know, this isn’t possible out of the box. You could implement a simple customization where sales lines originating from a quote are non-editable for specific users. This could be managed by adding a boolean field in the User Setup page, allowing you to designate which users should have restricted access.  
     
     
    Using standard functionality, restrictions on editing an order can be imposed through approval workflows when the order status is set to Released. However, this approach restricts all users, not just specific ones, from editing the order. Additionally, it prevents editing of both the sales lines and the header.
     
    If these users should never be able to edit the sales lines, regardless of whether the order is from a quote or not, you can the following functionality to achieve this - Mark fields as read-only when customizing UI | Microsoft Learn. However, I’m guessing that’s not the case, and they should still be able to edit lines that are not from quotes.
     
     

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