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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Thanks
Luca
Thanks Stefan
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
Thanks
Luca
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
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
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
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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