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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Security roles setup f...
Microsoft Dynamics AX (Archived)
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Security roles setup for procurement grn and approval workflow

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Posted on by Luca col 1,145

Hi all,

i am in charge to setup roles for the following user type:

- Managers :

- seniors

- employees that need to accept goods-services

All of them need to raise a RFO, PO, and approve them through approval workflow in procurement and purchasing, use GRN.

Can anyone suggest what are the strategy to use, starting from the standard roles, and what these standard roles can be picked up?

Many thanks

Luca

 

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I have the same question (0)
  • Bilal Issa Profile Picture
    Bilal Issa 4,370 on at

    Hi Luca,

    I think the best option in your case is to use security development tool , which allow you to record user access and assign roles .

  • Luca col Profile Picture
    Luca col 1,145 on at

    Hi Biial,

    thank you.

    I am aware of the security development tool, but i was wondering what kind of standard roles i could start from, to develop them.

    Luca

  • Verified answer
    Omar Dimech Profile Picture
    Omar Dimech 2 on at

    Hi, may I suggest you search on the internet for the Dynamics AX 2012 Customer / Partner Licensing guide?  At the end you should have a description of the standard roles and what they are used for...

    Hope it helps

  • Bilal Issa Profile Picture
    Bilal Issa 4,370 on at

    Hi Luca,

    please have a look at the following two roles :

    VendVendorAccountManager

    VendPurchasingAgent

    , and the duties in them specially

    ProcPurchasingProcessInquire

    ProcPurchasingProcessInquire_PSN

    PurchOrderMaintain

    PurchReqConsolidationMaintain

    PurchReqOrderFromRequisitionMaintain

    PurchReqPurchaseRequisitionApprove

    PurchReqPurchaseRequisitionMaintainAll

    PurchRFQRequestForQuoteMaintain

    PurchRFQRequestForQuoteReplyMaintain

  • Luca col Profile Picture
    Luca col 1,145 on at

    Thanks

    Luca

  • Community Member Profile Picture
    Community Member on at

    Hi Luca,

    if you record your processes with the task recorder in advanced mode, you can then create axbpm files which you can upload into the LCM Business process modeller.

    There it will show you which roles you need for these processes.

    Stefan

  • Luca col Profile Picture
    Luca col 1,145 on at

    Thanks Stefan

  • Luca col Profile Picture
    Luca col 1,145 on at

    Thanks

    Luca

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