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Access Rights for ability to delete a sales order line

  • 8 November 2023
  • 7 replies
  • 127 views

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Access rights for the user are set as follows:

  • Sales Order - Insert
  • Sales Order Line - Delete

But the “X” to delete a line is not present and I can’t locate the exact access right for that action when I drill into the sales order line rights.

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Best answer by rwhetsell77 8 November 2023, 20:36

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Userlevel 7
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HI @rwhetsell77 

Have you looked on the Sales Order > Sales Order> Delete?

 

Userlevel 3
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HI @rwhetsell77 

Have you looked on the Sales Order > Sales Order> Delete?

 

I have, they don’t want the user to be able to delete a sales order, but they want them to be able to delete a line.

Userlevel 7
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@rwhetsell77  

See this older post:

https://community.acumatica.com/configuration-and-installation-114/to-disable-delete-in-header-document-and-enable-delete-in-line-document-11815?tid=11815&fid=114

 

@ed.goodman  provides the steps to exactly what you are looking for. 

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@rwhetsell77  

See this older post:

https://community.acumatica.com/configuration-and-installation-114/to-disable-delete-in-header-document-and-enable-delete-in-line-document-11815?tid=11815&fid=114

 

@ed.goodman  provides the steps to exactly what you are looking for. 

The challenge here is finding the sales order line “delete” action. Even if I give them delete permission on the Sales Order and then revoke the delete action I still can’t find the line level action work with.

Userlevel 4
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Hey @rwhetsell77 ,

Try restricting the “Remove” Action under Sales Orders.

Honestly, that’s just a guess on my end, since giving access/restrictions at the line-level can be VERY tedious.

Good luck!

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Appreciate folks jumping in here. I ended up backing up one level, allowing delete permission, then setting the underlying levels accordingly:

  • Sales Orders > Sales Orders (Delete) > Sales Order (Insert) > Multiple Rights under that
  • Sales Orders > Sales Orders (Delete) > Sales Order Line (Delete) > Multiple Rights under that

The key was avoiding a nested permission that is LESS restrictive than its parent permission.

Userlevel 7
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Thank you for sharing your solution with the community @rwhetsell77!

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