Hi,
What is the minimum permission required for Creating, Saving, and Submitting Delivery Note?
Thanx,
-nanto
@nanto_himawan, You have to do setup permission structure similar to Sales User role permissions structure.
You can view Sales User permission structure from Setup > Role Permissions Manager and select role Sales User.
1 Like
Stock User permission is enough to create, save and submit delivery note.
If you want to restrict user only for delivery note then you need to create separate role.
On separate role, give Read, Write, Create and Submit access to Delivery Note
Also you need to give Read access of all linked dotype in Delivery Note.
List of linked dotypes.
Customer
Sales Partner
Sales Taxes and Charges Template
Terms and Conditions
Campaign
Currency
Company
Customer Group
Print Heading
Letter Head
Project
Delivery Note
Fiscal Year
Contact
Address
Warehouse
Territory
Shipping Rule
Price List