We are in the process of implementing D365FO,Our receiving clerks are supposed to receive purchase orders, but not modify them.We want to give them the ability to enter a "receive now", while not giving them access to modify the purchase order itself.
Is there an out of the box security role that does that?
Is there an existing security privilege that only gives modify access to the "Receive Now" field alone (and not to unit price, quantity and other fields on the purchase order line)?
GreetingsI agree with the previous replies that you would need to customize access on the table/entity to achieve this, very similar in process to how this is done in AX2009. If you are not comfortable doing this then there is an alternative option you could consider. If you are using purchasing workflow then editing an order would reset the status and require it to be resubmitted for approval. With the re-approval rules you can exclude warehouse specific fields such as the WMSLocation if you need to.If you have a team that mostly does the right thing but may be tempted to make the odd change this should work.
Personally I found the default security groups to be very misaligned with how the business operates and splits task between Finance and Operations teams but where as in 2009 the permissions were additive, meaning the user would inherit the maximum available permission from any group - in D365 you can create a new group and set the specific permissions on tables or fields to NO without having to worry about this being overridden by a user being in multiple groups.We went live t Christmas and the permission are okay but long term the goal is to create specific groups by our internal roles and tasks and training processes rather than use any of the standard groups.Good luck,Duane
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