Filtering project selection for PR

  • Filtering project selection for PR

    Posted by nazimlalji@hotmail.com on August 20, 2018 at 9:12 pm
    • Najeem JanatAli

      Member

      August 20, 2018 at 9:12 PM

      Hi Guru

      Is there a wayĀ  when requester createĀ  purchase requisition can only view selected projects to select instead of filtering and looking for the project in drop down list

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      Nazim Lalji
      Dynamics AX Analyst

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    • Yohann ROLLAND

      Member

      August 21, 2018 at 4:09 AM

      ?Hi,
      You can use XDS to achieve that.
      If you applies a Policy XDS, all queries on your database will contain an inner-join close in order to select only the projects filtered.

      Be carreful, because on the project menu, your user will see only the filtered projects too.

      More tips here, André is definitely the expert on that subject : XDS Archives | Kaya Consulting 

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      XDS Archives | Kaya Consulting
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      Yohann ROLLAND
      SILVERPROD
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    • Barr Snyderwine

      Member

      August 21, 2018 at 8:24 AM

      Employee-Project validation exists for the timesheet, I don’t know if it exists in the REQ. Careful with the Employee-Project validation once you turn it on you have to set up for everyone.

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      Barr Snyderwine
      Avanade
      seattle WA
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    • Gail Kruger

      Member

      August 21, 2018 at 5:07 PM

      Hi,

      You can use the worker/project validation functionality. Below is an article on how to set it up:

      Worker/project validation groups (form) [AX 2012]

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      Worker/project validation groups (form) [AX 2012]
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      View this on Microsoft >

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      Gail Kruger
      Ultimate Positioning Group
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    nazimlalji@hotmail.com replied 8 years, 1 month ago 1 Member · 0 Replies
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