|Issue||I am testing the rental management add-on for our client, Kreg Therapeutics. I merged the rental objects into their database (fob file is ODTRM1.17 NA4 SP2 Rental Management Release Update.fob).
I created a role called RENTAL-USER and added the permissions as outlined in the Excel spreadsheet (ODTRM1.07 Rental Management Object Numbering and Permissions Base.xls) (see attached Word document, rental permission.doc).
I added a test user and assigned it to the ALL and RENTAL-USER roles. When logging in as this user, I get only the History, Reports, Periodic Activities and Setup groups on the Rental Management menu. . I do not get Rentals or Order Processing.
Do I need to add the Navision table objects to the permissions in RENTAL-USER? If so, should they be read-only? Or, is there some combination of roles that I should assign to the user (e.g. S&R, Q/O/I/C/R)? I suspect this also pertains to the posting and manager permissions.
||The user you created with the Table Data and permissions Dianna sent you are correct but there are additional roles to setup. The Rental Management is based on Sales & Receivables, Inventory and/or Fixed Assets. Adding roles allowing access to these areas should resolve any permissions issues.
Attached is a spreadsheet with roles permission as an example. With this setup, the user can see Rental Process forms and create new Rental Orders. (Which was missing previously) Also, refer to document - Rental Management 1.07 - Implementation Checklist for more details.
They must add the Navsion table objects to the permissions in RENTAL-USER. Our Rental Management is based on the Sales Order (Table Sales Header and Table Sales Line). So I think some combination of sales roles can solve their problem. I added the S&R, Q/O/I/C/R role to the rental user. I can see the Rental Process forms. But I couldn't create a new Rental Order. The error is " You don't have permission read Responsibility Center data."
One role is not enough. At last, I added those roles the rental user:all, "INVT-TRANSFER, POST", "SM-SETUP", "S&R-CUSTOMER", "S&R-Q/O/I/R/C" , "WM-R/PA/A/P/S" and the role called "RENTAL-USER". It worked.
See attachment for user roles and permissions setup examples.
Modified on: Tue, Dec 13, 2016 at 9:46 AM
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