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

How do I check to see if the user has rights to make sales orders and complete them in AX?
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Robert Brown
Asked:
Robert Brown
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2 Solutions
 
Damon ReptonCommented:
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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Robert BrownIT ManagerAuthor Commented:
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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Damon ReptonCommented:
can you confirm version of AX2012 your using plus if you are using UK and US labels?
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Robert BrownIT ManagerAuthor Commented:
AX 2012 R2 United States version.
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Damon ReptonCommented:
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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Robert BrownIT ManagerAuthor Commented:
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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Robert BrownIT ManagerAuthor Commented:
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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Robert BrownIT ManagerAuthor Commented:
Missing Button
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Robert BrownIT ManagerAuthor Commented:
The particular user cannot "see" the complete button. The button does not show.
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Damon ReptonCommented:
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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Damon ReptonCommented:
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();
}
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Robert BrownIT ManagerAuthor Commented:
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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Robert BrownIT ManagerAuthor Commented:
Thank you very helpful.
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Robert BrownIT ManagerAuthor Commented:
Great help. Thank you
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Robert BrownIT ManagerAuthor Commented:
Sorry I need to award points. Did not understand the system.
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