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

  • October 15, 2025
  • 16 replies
  • 99 views

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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 aiwan

Hope this helps:

 

Expand Workspace Level
Expand Screen Level
Find View Level

 

16 replies

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  • Captain II
  • October 15, 2025

@vishalsharma49 

 

You need to give access rights for ‘Shipments’

 

 


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  • Author
  • Freshman I
  • October 15, 2025

@vishalsharma49 

 

You need to give access rights for ‘Shipments’

 

 

But that will allow to create shipment

 


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  • Captain II
  • October 15, 2025

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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  • Author
  • Freshman I
  • October 15, 2025

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
  • Answer
  • October 15, 2025

Hope this helps:

 

Expand Workspace Level
Expand Screen Level
Find View Level

 


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  • Author
  • Freshman I
  • October 15, 2025

Hope this helps:

 

Expand Workspace Level
Expand Screen Level
Find View Level

 

for me its not showing


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  • Captain II
  • October 15, 2025

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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  • Author
  • Freshman I
  • October 15, 2025

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
  • October 15, 2025

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

 

Can you show me please?


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  • Author
  • Freshman I
  • October 15, 2025

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

 

Can you show me please?

 


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  • Captain II
  • October 15, 2025

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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  • Author
  • Freshman I
  • October 15, 2025

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
  • October 15, 2025

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


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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  • Author
  • Freshman I
  • October 16, 2025

@vishalsharma49 

Please find the below steps

Check if any other role is allowing you to create shipment

This also not works