Want to win a PS4? Go Premium and enter to win our High-Tech Treats giveaway. Enter to Win

x
?
Solved

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

Posted on 2016-10-12
16
Medium Priority
?
102 Views
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?
0
Comment
Question by:Robert Brown
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 10
  • 5
16 Comments
 
LVL 5

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??
0
 
LVL 1

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.
0
 
LVL 5

Expert Comment

by:Damon Repton
ID: 41841861
can you confirm version of AX2012 your using plus if you are using UK and US labels?
1
Efficient way to get backups off site to Azure

This user guide provides instructions on how to deploy and configure both a StoneFly Scale Out NAS Enterprise Cloud Drive virtual machine and Veeam Cloud Connect in the Microsoft Azure Cloud.

 
LVL 1

Author Comment

by:Robert Brown
ID: 41841864
AX 2012 R2 United States version.
0
 
LVL 5

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
1
 
LVL 1

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.
0
 
LVL 1

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.
0
 
LVL 1

Author Comment

by:Robert Brown
ID: 41842006
Missing Button
0
 
LVL 1

Author Comment

by:Robert Brown
ID: 41842008
The particular user cannot "see" the complete button. The button does not show.
0
 
LVL 5

Assisted Solution

by:Damon Repton
Damon Repton earned 2000 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
1
 
LVL 5

Accepted Solution

by:
Damon Repton earned 2000 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
 
LVL 1

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
0
 
LVL 1

Author Comment

by:Robert Brown
ID: 41843627
Thank you very helpful.
0
 
LVL 1

Author Comment

by:Robert Brown
ID: 41843630
Great help. Thank you
0
 
LVL 1

Author Comment

by:Robert Brown
ID: 41843632
Sorry I need to award points. Did not understand the system.
0

Featured Post

Free Tool: Subnet Calculator

The subnet calculator helps you design networks by taking an IP address and network mask and returning information such as network, broadcast address, and host range.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part I
Have you created a query with information for a calendar? ... and then, abra-cadabra, the calendar is done?! I am going to show you how to make that happen. Visualize your data!  ... really see it To use the code to create a calendar from a q…
Please read the paragraph below before following the instructions in the video — there are important caveats in the paragraph that I did not mention in the video. If your PaperPort 12 or PaperPort 14 is failing to start, or crashing, or hanging, …

609 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question