Anyone know what the permission is to add the New ...
# administration
k
Anyone know what the permission is to add the New Purchase Order option to the new bar on a Vendor record? I have it as Admin, but don't know what to give the customized role so they can see it.
n
I think the Role would already have this permission being Transactions > Purchase Order > Create Allows usage of the Enter Purchase Orders task. The Create New > Personalize doesn't have it?
k
No, create New -> personalize doesn't... And yes, they can create purchase orders the other way. Just looking for that added shortcut.
currently has transactions > purchase order > full
n
My concept model is that the available options are driven by the user's permissions. I just read SA18399 which implies it has another requirement to do with choice of a custom form assuming they have used Opportunity as an example.
My reading of this in your case might be that the custom Vendor Record form may not be displaying POs.
k
Thanks. That's where I was heading as well, but I use the same form as Administrator as they do for Purchasing... just a different role.