Hi community,
First of all, thank you for your help and great contributions!
I have been trying to set up a security role, and it's taking me far too many hours to figure this out.
I’m trying to enable a junior accountant to access Print → Reconciliation summary on the Bank Statement Reconciliation page in D365 F&SCM (see below), and I’m running into a wall. Here is the situation:
What I want to achieve
- Allow a custom “Accountant” security role to: "Print" and generate a Reconcilliation Summary from Bank Statement reconciliation. The issue is that the Print button does NOT appear for this security role, even though they can see and edit bank statements.
What I have done:
When I run diagnostic, it shows these objects
- Duties:
- Enable bank management process
- Review bank management process performance
- Inquire into bank management reference data
- Privileges:
- Maintain bank statement
- View bank statement
- Generate bank statement report
None of these privileges includes access to “Print → Reconciliation summary.”
I have compared it to a security role that currently has access to this information, "Senior Accountant", reviewed duties privileges compared them and tried them... even table permissions.
Does anyone know what I am missing? It would be really helpful to understand better, as this has been an ongoing issue for quite some time. Please find some screenshots below for more context and thanks!
Cheers,
Roni
