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Cannot complete a sales order in Microsoft Dynamics no complete button on the user's ribbon menu.

Posted on 2016-10-12
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Last Modified: 2016-10-14
How do I check to see if the user has rights to make sales orders and complete them in AX?
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Question by:Robert Brown
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Expert Comment

by:Damon Repton
ID: 41841421
Hello

When you say complete what do you mean??

Can you confirm if you are using the standard security roles or modified ones?

Are you as admin able to complete the order??
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Author Comment

by:Robert Brown
ID: 41841838
Thank you for replying. As admin the button appears.  As a sales person the button to complete the order does not appear. I assume we are using modified security. The system was not documented well.
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Expert Comment

by:Damon Repton
ID: 41841861
can you confirm version of AX2012 your using plus if you are using UK and US labels?
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Author Comment

by:Robert Brown
ID: 41841864
AX 2012 R2 United States version.
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Expert Comment

by:Damon Repton
ID: 41841871
still not 100% sure what you mean by complete, are you confirming the sales order? invoice? delivery...

can you screenshot

might be a label change on your system, so need to know the object to give you the process name
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Author Comment

by:Robert Brown
ID: 41841983
I will check into this. it may be a while till I get the info. Thank you for your help so far.
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Author Comment

by:Robert Brown
ID: 41841987
When they fill out a sales order...there is a button...to Maintain--Modify -Complete.

In the Modify Box the Complete button is not visible or missing.
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Author Comment

by:Robert Brown
ID: 41842006
Missing Button
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Author Comment

by:Robert Brown
ID: 41842008
The particular user cannot "see" the complete button. The button does not show.
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Assisted Solution

by:Damon Repton
Damon Repton earned 500 total points
ID: 41842034
menu item MCRSalesTableController_Complete

check in the AOT if any permissions are set, in a standard system this is not, but might be in yours
2016-10-13_15-17-15.png
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Accepted Solution

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Damon Repton earned 500 total points
ID: 41842043
also looking at the code on this form, the button its self is code control,

public void mcrSetHeaderControls()
{
    boolean allowEdit   = true;
    boolean allowDelete = true;
    SalesTableInteractionHelper salesTableInteractionHelper;

    element.lock();

    if (enableDirectedSelling || enableOrderCompletion)
    {
        salesTableInteractionHelper = SalesTableInteractionHelper::construct();
        salesTableInteractionHelper.mcrInitHeaderControls(salesTable,
                                                            enableOrderCompletion,
                                                            returnProcessing,
                                                            mcrReturnSalesTable.IsExchange);
    }

    if (enableDirectedSelling)
    {
        //ButtonHeaderFunction
        salesCopyAllHeader.enabled(salesTableInteractionHelper.parmMCRHeaderFunctionButtonsEnabled());
        salesCopyJournalHeader.enabled(salesTableInteractionHelper.parmMCRHeaderFunctionButtonsEnabled());
        salesCreditNoteHeader.enabled(salesTableInteractionHelper.parmMCRHeaderFunctionButtonsEnabled());
    }

    if (enableOrderCompletion)
    {
        allowEdit   = salesTableInteractionHelper.parmMCRHeaderAllowEdit();
        allowDelete = salesTableInteractionHelper.parmMCRHeaderAllowDelete();

        //ButtonHeaderSetup
        buttonMarkupTransHeading.enabled(allowEdit);

        //ButtonLineSetup
        buttonMarkupTransLine.enabled(allowEdit);
        lineTaxTransSource.enabled(allowEdit);

        // Toggle the complete/modify button
        // Initialize buttons to not be visible.  They are turned on later.
        element.mcrVisibleControl(complete, false); // performance tuning
        element.mcrVisibleControl(modify, false);   // perofrmance tuning

        // If status is Open, enable the complete button.
        if (salesTableInteractionHelper.parmMCRCompleteButtonEnabled())
        {
            element.mcrVisibleControl(complete, true); // performance tuning
            complete.enabled(true);
        }
        //Otherwise, show modify.
        else
        {
            element.mcrVisibleControl(modify, true); // performance tuning
            modify.enabled(salesTableInteractionHelper.parmMCROrderModifyEnabled());
        }
    }

    element.editSales(allowEdit, allowDelete);

    element.unlock();
}
1
 
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Author Comment

by:Robert Brown
ID: 41842444
Thank you this was helpful. It turned out this was the missing piece.

Microsoft Dynamics AX Sales Button Add

https://www.youtube.com/watch?v=9HjlCaPRFPE
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Author Comment

by:Robert Brown
ID: 41843627
Thank you very helpful.
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Author Comment

by:Robert Brown
ID: 41843630
Great help. Thank you
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Author Comment

by:Robert Brown
ID: 41843632
Sorry I need to award points. Did not understand the system.
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