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hide create shipment button for sales user in sales order screen without customization

  • Oct 15, 2025 5:53 AM UTC
  • 17 replies
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Hello experts, i have created access right by role for sales user and have restricted user to create shipment but when i am creating sales order create shipment button gets enables and allow to create shipment. please check the screen shot for access right by role and please let me know what am i missing.

 

Best answer by Manikanta Dhulipudi

​@vishalsharma49 

Please find the below steps

Check if any other role is allowing you to create shipment

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17 replies

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  • Captain II
  • Oct 15, 2025 6:31 AM UTC

​@vishalsharma49 

 

You need to give access rights for ‘Shipments’

 

 

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​@vishalsharma49 

 

You need to give access rights for ‘Shipments’

 

 

But that will allow to create shipment

 

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  • Captain II
  • Oct 15, 2025 9:27 AM UTC

Sorry! I read your question wrong.

 

You need to go into the ‘Sales Order’ folder, then find ‘Sales Order’, then ‘Sales Order’, then find the ‘Create Shipment’ actions below: These will be the ones to control visibility, enabling via access rights.

 

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Sorry! I read your question wrong.

 

You need to go into the ‘Sales Order’ folder, then find ‘Sales Order’, then ‘Sales Order’, then find the ‘Create Shipment’ actions below: These will be the ones to control visibility, enabling via access rights.

 

I am unable to find sales order from sales order folder .

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  • Captain II
  • Oct 15, 2025 11:54 AM UTC

Hope this helps:

 

Expand Workspace Level
Expand Screen Level
Find View Level

 

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Hope this helps:

 

Expand Workspace Level
Expand Screen Level
Find View Level

 

for me its not showing

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  • Captain II
  • Oct 15, 2025 12:08 PM UTC

Have you moved the screen to another workspace?

 

Maybe try under Opportunities if you have that module.

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Sorry! I read your question wrong.

 

You need to go into the ‘Sales Order’ folder, then find ‘Sales Order’, then ‘Sales Order’, then find the ‘Create Shipment’ actions below: These will be the ones to control visibility, enabling via access rights.

 

I am unable to find sales order from sales order folder .

Hello ​@vishalsharma49 1st Navigate to Sales Order (Main Option)

Then Scroll down & find Sales Order (Sub Tree) like below :

if you confuse between  ​​​​​Sales Order name just hover on it you able see screen ID’s. (in this case SO301000).

 

I hope it helps!

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Have you moved the screen to another workspace?

 

Maybe try under Opportunities if you have that module.

no i have not moved it, in opportunities i am getting sales order but still create shipment is showing in so screen

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  • Captain II
  • Oct 15, 2025 12:15 PM UTC

May be a stupid quesiton but did you revoke access for SO Clerk?

 

Can you show me please?

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May be a stupid quesiton but did you revoke access for SO Clerk?

 

Can you show me please?

 

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  • Captain II
  • Oct 15, 2025 12:21 PM UTC

Can you first refresh your screen, then, if not on production environment, restart application.

 

Let me know if that makes a change.

 

Also, if you have more rights than just SO Clerk, judging by accessing access rights screens you do, you will still be able to see it, to navigate this you can make a user with just SO Clerk role and see if you can see it there.

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Can you first refresh your screen, then, if not on production environment, restart application.

 

Let me know if that makes a change.

 

Also, if you have more rights than just SO Clerk, judging by accessing access rights screens you do, you will still be able to see it, to navigate this you can make a user with just SO Clerk role and see if you can see it there.

I tried to refresh and restart my application but that still showing , and also tried with access right by screen but then also it does not work

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  • Captain II
  • Oct 15, 2025 12:26 PM UTC

Have you tried with an account which has only the SO Clerk role?

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Manikanta Dhulipudi
Captain II
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​@vishalsharma49 

Please find the below steps

Check if any other role is allowing you to create shipment

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​@vishalsharma49 

Please find the below steps

Check if any other role is allowing you to create shipment

This also not works

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hi ​@vishalsharma49 

have you find any solution with this case? I also experience this and have not find any solution 

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