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Forum Post: RE: Sales role problem

You can add all this Table Data with allow permission and they can post invoices. But, you need to set next form with not allow: Customer Card, Customer Ledger Entries and Detailed Cust. Ledg. Entries.

They must to have Customer List form with allow. If you configure your roles as this, they can use these tables data, but they cannot run these forms. Customer List form is mandatory to allow, because they use this form when they choose customer on Sales Order Header.

On the same way you can set not allowed reports. Only you must to be careful that you do not add to these users some role where Form or Report Object Types has a 0 filled in Object ID. 0 allows access to all forms/reports.

You can use indirect permission, as well, but you need to watch is indirect permission in your code.

You can make some mix with this idea. I hope, you can solve your problem.


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