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Dear All,
Requirment:
Module : Sales and Marketing
A single user should have a specific role where in he will be able to do all Sales order operations except "New Sales Order". The button option present in all forms of Sales order should be disabled for this role.
Later this role will be assigned to specific User.
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But the problem while creating with roles was that, within Sales order list page we can select a particular SO and dole clcik and again new SO option present . Like wise so may "Create SO " Option present in various forms. And sometimes even removing privldge also not woking .
'SalesTableForEdit' privledege is there then while editing SO also users can create SO.
You have to identify the menu item associated with the button, and in the Add-ins > Security development tools you may view what specific privileges, duties or roles have this in. Higher access wins, that means if any of the roles which your users have allows creation of sales orders, you need to create a new security role similar to that one, excluding the Security privilege which grants sales order creation.
You may find this explained in the documentation in more details.
#1
Mohamed Amine Mahmoudi
100
Super User 2025 Season 1
#2
Community Member
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#3
Zain Mehmood
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Moderator
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