Security roles setup for procurement grn and approval workflow

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Posted on by Luca col

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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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Bilal Issa 4,370 on at

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RE: Security roles setup for procurement grn and approval workflow

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 .

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Luca col 1,145 on at

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RE: Security roles setup for procurement grn and approval workflow

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

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Omar Dimech 2 on at

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RE: Security roles setup for procurement grn and approval workflow

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

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Bilal Issa 4,370 on at

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RE: Security roles setup for procurement grn and approval workflow

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

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Luca col 1,145 on at

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RE: Security roles setup for procurement grn and approval workflow

Thanks

Luca

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Community Member on at

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RE: Security roles setup for procurement grn and approval workflow

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

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Luca col 1,145 on at

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RE: Security roles setup for procurement grn and approval workflow

Thanks Stefan

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Luca col 1,145 on at

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RE: Security roles setup for procurement grn and approval workflow

Thanks

Luca

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