Microsoft Dynamics AX development

Scenario:
I have a user that is associated to a custom role (TradeSalesClerk + other permissions/duties).

I’ve added the following permissions to the role:

  • SalesQuotationGenerate
  • SalesQuotationTableDetailsMaintain

but in the form of the customers (CustTableListPage + CustTable) the user does not see the button for the creation of a sales quotation (see picture below).

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Solution:
In the permission “SalesQuotationTableDetailsMaintain”, the entry point “SalesCreateQuotation” has AccessLevel = read.
I’ve changed the AccessLevel to “Create”, and it resolves the problem!

The problem was caused due to the fact that the menu item SalesCreateQuotation used in the CustTableListPage form was defined as entry point in privilege SalesQuotationTableDetailsMaintain with entry mode “Read”, but on the CustTableListPage form the button had the property “OpenMode” set to “New”.

In this case the security framework “hides” the button as the user has only defined the “View” permission although “Create” is required to invoke the Button.

 

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