[Mark Yankovich]

We are implementing AX 2012 R3.  How can ‘dotted line’ position hierarchy be set up and displayed?  Tips, instructions or links appreciated!

Thanks,
Mark

#AX2012
#HR
#Beginner
#Admin

????

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Mark Yankovich
Allegheny Bradford Corporation
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[Michael Gonzalez]

Here at Dynamics Resources we specialize in Dynamics 365, all versions of AX, and CRM. I ran your question by one of my experts, and he wanted me to ask you which route is the user working on?

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Michael Gonzalez
Account Executive
Dynamics Resources
Venon Hills IL
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[Michael Gonzalez]

Are you talking about this : Company/Human resources/Common/Organization/Positions/Position hierarchy or something else?

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Michael Gonzalez
Account Executive
Dynamics Resources
Venon Hills IL
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[Mark Yankovich]

Michael,

That is the route I’m talking about.  Company/Human resources/Common/Organization/Positions/Position hierarchy.
How do we define a ‘dotted line’ and have it show in the diagram?

Thanks

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Mark Yankovich
Allegheny Bradford Corporation
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[Michael Gonzalez]

Each position in your organization should have one primary (line) reporting relationship with another position. However, sometimes, such as when an organization uses a matrix organizational structure, positions might also have a secondary (dotted-line) reporting relationship with another position.
To create dotted-line relationships for positions, you must first create additional position hierarchy types.

 

Please refer to:
Add a dotted-line relationship to a position
https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/key-tasks-existing-worker-positions

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Michael Gonzalez
Account Executive
Dynamics Resources
Venon Hills IL
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[Mark Yankovich]

Michael,

Appreciate the your help and the link.  We have two hierarchies – ‘Line’ and ‘Quality’.  There are positions that report to production supervisors that also have dotted line to quality.  We have them set up in ‘Line’ and also added a relationship to ‘Quality’.  In the position hierarchy diagram, they display in each hierarchy.  Is there a way to see the dotted line relationship to ‘Quality’ from the ‘Line’ perspective?

Thanks.

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Mark Yankovich
Allegheny Bradford Corporation
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