User view only access to one GL account

  • User view only access to one GL account

    Posted by nazimlalji@hotmail.com on November 6, 2018 at 2:38 pm
    • Najeem JanatAli

      Member

      November 6, 2018 at 2:38 PM

      Hi All

      I have a requirement where to give M .John access to view only one account in CO ABC. the account is intercompany account to view and book entries in his Co XYZ

      Please advise how to set up / grant access only to one account

      Any question please let me know

      thanks and regards

      ——————————
      Nazim Lalji
      Dynamics AX Analyst

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    • Ludwig Reinhard

      Member

      November 7, 2018 at 4:12 AM

      Hi,Ā 
      You can use the XDS framework to put this kind of limitation in place.Ā 
      Before doing that please ensure that the rules setup there are not too restrictive and test them carefully before.Ā 
      As an example, if one day different accounts are used in IC transactions e.g. because of tax matters, the transactions recorded by the user might fail/not be allowed.Ā 
      Best regards,Ā 
      Ludwig

      ——————————
      Ludwig Reinhard
      Sycor
      Veitshoechheim
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      ——————————————-

    • Alex Meyer

      Member

      November 7, 2018 at 9:56 AM

      XDS (Implementing Role-based Extensible Data Security (XDS) policies in Microsoft Dynamics AX 2012) is the only way to accomplish this as the normal security framework does not allow to restrict by a particular entity.

      As others mentioned, testing this before deploying is a must as adding this will add a performance hit and want to make sure the restrictions you have in place are correct.

      ——————————
      Alex Meyer
      Director of Dynamics AX/365 for Finance & Operations Development
      Fastpath
      Des Moines, IA
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      ——————————————-

    nazimlalji@hotmail.com replied 6 years, 10 months ago 1 Member · 0 Replies
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