Credit Memo Rights

slmaluwaslmaluwa Member Posts: 364
Hello

Is there an easy way to remove only the rights of entering creding memos while allowing them view the history?
User must be able enter ORDER, INVOICE but only the Credit Memo entry rights have to be removed.

I see that Orders/Invoice/Credit Memo are all stored in the same table.


TIA
"A bove maiore discit arare minor"-"From the old ox, the young one learns to plow."

Comments

  • ara3nara3n Member Posts: 9,256
    you'll need to make a modification. Add to the User Setup table a new field called "Create CR Memo" and to the form.


    in Sales header record. Add oninsert trigger the following code.
    if "Document type" = "Document type"::"Credit Memo" then begin
      UserSetup.get(USERID);
      UserSetup.testfield("Create CR Memo",true);
    
    end;
    
    Ahmed Rashed Amini
    Independent Consultant/Developer


    blog: https://dynamicsuser.net/nav/b/ara3n
  • slmaluwaslmaluwa Member Posts: 364
    Superb, Rashed

    Another way I am thinking after seeing your suggestion is to create a blank ROLE and assign it to user.
    and then check it at this point.

    How can we do it? Will this idea work ?
    "A bove maiore discit arare minor"-"From the old ox, the young one learns to plow."
  • ara3nara3n Member Posts: 9,256
    i don't understand what you mean by blank role.
    Ahmed Rashed Amini
    Independent Consultant/Developer


    blog: https://dynamicsuser.net/nav/b/ara3n
  • ara3nara3n Member Posts: 9,256
    you could remove the form 0 from the user role and add all the forms he shoud have access to.
    Ahmed Rashed Amini
    Independent Consultant/Developer


    blog: https://dynamicsuser.net/nav/b/ara3n
  • slmaluwaslmaluwa Member Posts: 364
    in other words, I can create a ROLE which denies CREDIT MEMO form and assign it to the users?
    "A bove maiore discit arare minor"-"From the old ox, the young one learns to plow."
  • slmaluwaslmaluwa Member Posts: 364
    slmaluwa wrote:
    in other words, I can create a ROLE which denies CREDIT MEMO form and assign it to the users?

    OK, this is not working. This is I did. I created a ROLE with Form - 44- CreditMemo and put BLANK in all the rights area and assigned to the user. the user still can open the form.

    Regards
    "A bove maiore discit arare minor"-"From the old ox, the young one learns to plow."
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