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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Sales order preview - ...
Microsoft Dynamics AX (Archived)

Sales order preview - Security

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Posted on by Community Member

I am currently creating a custom role for a sales assistant but the sales order preview will not show up on the open list page of sales order. Outside of the "preview pane" option in the drop down menu, what permission needs to be given in the Rich client to allow a user to see the preview of the sales order. (Just to clarify, I'm looking under Sales and Marketing > Common > Sales orders > All sales order)

Thanks,

ChristinaH

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  • Verified answer
    Chaitanya Golla Profile Picture
    Chaitanya Golla 17,225 on at

    Hi,

    Please assign the following security privilege/duty to the concerned user role.

    Privilege Name: EPCSSSalesTableView (Read Permission)

    Label: Inquire into customer self-service contacts master

                     (or)

    Privilege Name: SalesQuotationTableDetailsMaintain (Read Permission)

    Label: Maintain sales quotation details

                       (or)
    Duty Name: EPSalesSalesOrderCustSelfServiceMaintai
    Label: Maintain sales orders (customer self service)

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Very helpful! Thank you.

    I was able to find it by going to Revenue cycles > Maintain sales orders (customer self-service) > selecting Inquire into customer self-service contacts master >  and copying and pasting the permission SalesTableListPagePreviewPane into the privilege.

  • Chaitanya Golla Profile Picture
    Chaitanya Golla 17,225 on at

    Hi,

    If you feel your issue is resolved, could you mark the answer as verified.

  • Community Member Profile Picture
    Community Member on at

    Yes and thanks for letting me know (new to the community)

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