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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / User right for Credit ...
Small and medium business | Business Central, N...
Suggested Answer

User right for Credit Memo

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Posted on by Community Member

Dear All,

I am using the standard permission set of BC365

i wanted to find out about the permission right on creating and posting sales credit memo

what are the permission to 

1. allow viewing of a credit memo

2. disallow creation of credit memo

3. disallow / allow posting of credit memo

I have the same question (0)
  • Suggested answer
    Alessandro Vannini 1 Profile Picture
    Alessandro Vannini 1 on at

    Hello

    you need to check the two standard permission D365 Sales Edit and D365 Sales post

    On those you can find the required permission for all the sales document and just take the one you need to credit memo

    Hope this help

  • Suggested answer
    ew9800 Profile Picture
    ew9800 182 on at

    To isolate the permissions you can create a new empty permission set and then use the "record" feature while you execute creating and posting the sales credit memo.

  • Suggested answer
    Trublu849 Profile Picture
    Trublu849 275 on at

    Hey,

    To drill down even further on Sales Credit Memo options you can edit the permission set you are using and update the IDS below on read, insert, modify, and delete

    114 Sales Cr Memo Header

    115 Sales Cr Memo Line

    pastedimage1628708814911v1.png

    Hope this helps

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,593 Super User 2025 Season 2 on at

    Hi, you can create a permission set by recording your actions (Record Permissions).

    For details: https://yzhums.com/10068/

    Hope this will help.

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