Create return order lines from a sales return order

  • Create return order lines from a sales return order

    Posted by Dan Uhrig on November 13, 2023 at 1:30 pm

    Am I missing a particular permission that would allow a user to select specific lines when creating a return purchase order? A few users with standard security roles that I would think would allow to select particular lines isn’t available. Currently not allow to select individual lines.

    Kathy Tran replied 8 months ago 2 Members · 1 Reply
  • 1 Reply
  • Kathy Tran

    November 17, 2023 at 12:41 pm

    Hi Dan,

    Based on the issue you’ve described where users are unable to select specific lines when creating return purchase orders in Dynamics F&O, it sounds like this could be a permissions-related challenge within the security roles. Here’s a step-by-step plan that might help resolve the problem:

    1. Review Assigned Security Roles: Ensure that the users have roles that typically include the ability to manage return purchase orders.

    2. Permissions Audit: Through the Security Configuration, check the assigned roles for the ‘Create’ and ‘Maintain’ permissions related to purchase order lines.

    3. Duties and Privileges: Delve into the duties and privileges associated with the roles to see if there’s a specific privilege that controls line selection which might be missing.

    4. Sandbox Testing: If possible, adjust the security role in a test environment to add any necessary privileges and test with a user who is encountering the issue.

    5. Utilize Security Diagnostic Tools: The Security diagnostic tool available in Dynamics F&O could help to trace exactly which permissions are required for selecting lines on return orders.

    After identifying the necessary changes, update the security role, and have the users test the updated permissions. Don’t forget to monitor the results and gather user feedback to ensure the issue is resolved.

    I hope this helps!

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