Hello,
We recently had a request to enable edit only access at the Sales Order level, but maintain delete access at the Sales Order line level. There was no issue changing the Sales Order to edit only, but since sales order lines are inherited, I’m struggling to enact this ask.
Has anyone found any luck with a basic solution to override inherited?
+1hey
You should be able to accomplish this through standard access rights without a customization.
Set the Sales Orders screen access to Delete, then revoke access to the Delete action at the Sales Order header level while keeping Sales Order Line access set to Delete.
This allows users to remove individual lines without being able to delete the entire sales order.
There's actually an existing Acumatica Community thread that walks through this exact scenario, including screenshots of the access rights configuration:
It’s a little old, but i’d recommend following that configuration and testing it with the affected user role. if you have issues, I can walk you through it more in depth.
hey
You should be able to accomplish this through standard access rights without a customization.
Set the Sales Orders screen access to Delete, then revoke access to the Delete action at the Sales Order header level while keeping Sales Order Line access set to Delete.
This allows users to remove individual lines without being able to delete the entire sales order.
There's actually an existing Acumatica Community thread that walks through this exact scenario, including screenshots of the access rights configuration:
It’s a little old, but i’d recommend following that configuration and testing it with the affected user role. if you have issues, I can walk you through it more in depth.
thanks for the quick reponse, still struggling a bit. the parent is set to delete
not sure if I have the correct child or line object, but still no delete access at the line level
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