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F&O Preventing deletion of sales order with maintaining ability to remove sales order lines

  • 1.  F&O Preventing deletion of sales order with maintaining ability to remove sales order lines

    Posted Aug 20, 2019 10:43 AM
    Good Morning,
    I am reaching out to the community to see if anyone has had success in removing users ability to delete a sales order and still maintain the ability to delete sales order lines. I am adding this level of  security primarily to our sales clerk and customer service representative roles which have the privilege Maintain Sales Order (AOT: SalesTableDetailsMaintain).   I have had success in removing the ability to delete, however it removes the ability across the sales order process and my users need to maintain the ability to remove sales order lines.

    Thank you for your assistance,

    ------------------------------
    Mandy Funk
    Business Analyst
    Wenger Manufacturing
    Sabetha KS
    ------------------------------


  • 2.  RE: F&O Preventing deletion of sales order with maintaining ability to remove sales order lines

    TOP CONTRIBUTOR
    Posted Aug 20, 2019 12:15 PM
    Hi Mandy,
    Is there a reason they need to be able to delete sales lines? If it's for order cancellations, best practice would be to just cancel the lines but not delete them. If you really need the ability to remove the ability to delete header but not lines, you will probably get into some custom privileges or roles.

    ------------------------------
    Andrew Lencsak
    Solution Architect
    DXC
    GA
    ------------------------------



  • 3.  RE: F&O Preventing deletion of sales order with maintaining ability to remove sales order lines

    Posted Aug 20, 2019 02:22 PM
    Andrew,
    Our company needs the ability to delete sales order lines due to a couple of reasons.  1.  Many of the international companies we ship to require the sales order to match the invoice and to match the picking list.  2.  On our configured products we are still in the process of getting all of our BOMs built into the system, causing us to use generic products numbers which get replaced with the actual product numbers.


    ------------------------------
    Mandy Funk
    Business Analyst
    Wenger Manufacturing
    Sabetha KS
    ------------------------------



  • 4.  RE: F&O Preventing deletion of sales order with maintaining ability to remove sales order lines

    TOP CONTRIBUTOR
    Posted Aug 20, 2019 02:26 PM
    Hi,
    I would still stand by my earlier comment. If the lines not being shipped are cancelled, they would not be on a picking list. For your second reason, I actually think cancelling the line is safer as well because then you have better visibility that the order was entered prior to the configured item existing.

    ------------------------------
    Andrew Lencsak
    Solution Architect
    DXC
    GA
    ------------------------------



  • 5.  RE: F&O Preventing deletion of sales order with maintaining ability to remove sales order lines

    Posted Aug 20, 2019 03:17 PM
    Andrew,
    Thank you for the advice.  I will be working with my team and training them to Cancel out the line.  I appreciate the help.

    ------------------------------
    Mandy Funk
    Business Analyst
    Wenger Manufacturing
    Sabetha KS
    ------------------------------



  • 6.  RE: F&O Preventing deletion of sales order with maintaining ability to remove sales order lines

    TOP CONTRIBUTOR
    Posted Aug 21, 2019 11:42 AM
    Mandy,

    As Andrew as mentioned the best practice would be to cancel the line, but to answer your initial question you would have to create a custom security privilege to allow you to achieve this.

    I was able to meet your criteria by creating a privilege and assigning the following:

    Menu Items Displays:
    SalesTableDetails -> Grant Delete
    SalesTableListPage -> Grant Read

    Tables:
    SalesTable -> Deny Delete

    I used a combination of a task recording and reviewing the data sources of the page to determine what to assign. Feel free to reach out with any questions about this.

    ------------------------------
    Alex Meyer
    Director of Dynamics AX/365 for Finance & Operations Development
    Fastpath
    Des Moines, IA
    ------------------------------



  • 7.  RE: F&O Preventing deletion of sales order with maintaining ability to remove sales order lines

    Posted Aug 21, 2019 02:26 PM
    Alex,
    Thank you for the great information.  At the present we are going to move forward with canceling the sales lines and see how that goes.  If that does not work, I will be following your directions to set up of the sales orders delete functionality.  I appreciate all the assistance.


    ------------------------------
    Mandy Funk
    Business Analyst
    Wenger Manufacturing
    Sabetha KS
    ------------------------------



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