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Restricting access to Warehouses by user

Microsoft Dynamics AX Forum

JauB asked a question on 13 Aug 2017 8:11 AM
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Hi All,

Is there any standard way to restrict access to warehouses (for making purchase order, counting ...) by user ?

My need is :

1. In all sales orders : each warehouse-keeper can access only to orders which are assigned to his warehouse (to maker packing, packing slip, invoices ...)

2. The same thing for all purchase orders : each warehouse-keeper can access only to orders assigned to his warehouse (to receive them ...)

3. In inventory management : each warehouse-keeper can make transfer, couting ... only in his assigned warehouse.

Thanks.

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Mahmoud Hakim responded on 14 Aug 2017 12:37 AM
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you can use record level security or policies

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JauB responded on 14 Aug 2017 2:48 AM
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Hello Mahmoud

Can you give more details about your suggestion ? If you he some links that i can follow ....?

Thanks.

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Faqru Shaik responded on 14 Aug 2017 4:59 AM
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apply record level security on the role which you wants to see them only particular warehouse.

Follow below steps:

1. First select your role to apply record level secrutiy

2. Create a new query and name it. If you like to assign SO where WH value is example IT-KHB. Check your WH value(SalesTable).InventLocationId. Check below screen how to create query and apply value.

3. Create new Policy as I shown below screen. In below screen select your exact role only. And assign that role to your user. Similarly all PO and Inventory Management. Work with Primary Tables.

Regards,
Faqru

 

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Mahmoud Hakim responded on 14 Aug 2017 5:05 AM
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magic1949 responded on 14 Aug 2017 6:53 AM
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The links I provided cover that.

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Mahmoud Hakim responded on 14 Aug 2017 12:37 AM
Suggested Answer

you can use record level security or policies

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Faqru Shaik responded on 14 Aug 2017 4:59 AM
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Suggested Answer

apply record level security on the role which you wants to see them only particular warehouse.

Follow below steps:

1. First select your role to apply record level secrutiy

2. Create a new query and name it. If you like to assign SO where WH value is example IT-KHB. Check your WH value(SalesTable).InventLocationId. Check below screen how to create query and apply value.

3. Create new Policy as I shown below screen. In below screen select your exact role only. And assign that role to your user. Similarly all PO and Inventory Management. Work with Primary Tables.

Regards,
Faqru

 

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Mahmoud Hakim responded on 14 Aug 2017 5:05 AM
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