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Microsoft Dynamics AX (Archived)

Assign a user (warehouse manager) to a warehouse?

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Posted on by 1,480

Hi ,

I want to limit the access of users to the wharehouses, I need to assign to every warehouse, one and only one responsible, please can you tell me how to do it?

Thank you very much for your help :)

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  • Martin Dráb Profile Picture
    236,570 Most Valuable Professional on at
    RE: Assign a user (warehouse manager) to a warehouse?

    What exactly do you want to achieve and what's your version of AX? Based on current information, I would think about Extensible Data Security or Record Level Security.

  • Julia Julia Profile Picture
    1,480 on at
    RE: Assign a user (warehouse manager) to a warehouse?

    Thanks for your answer :) I'm using Microsoft dynamics AX 2012 R2, I want to use transfer orders, I have two warehouses A and B, and two warehouse's managers X and Y (X is the reponsible of A and Y of B). I want that X can create just transfer orders from A to B (Y can create transfer orders only from B to A)? but how to define a responsible for a warehouse in Microsoft dynamics AX?

  • Tim Schofield Profile Picture
    on at
    RE: Assign a user (warehouse manager) to a warehouse?

    Hi, I think it'll be difficult to meet this requirement using standard AX security. Is customization an option? If not, would an Alert work? So if X can only create transfer orders from warehouse A, setup an Alert for Transfer orders created by X from any warehouse except A. i.e. Name and shame.

  • Suggested answer
    Mustafa-Chohan Profile Picture
    on at
    RE: Assign a user (warehouse manager) to a warehouse?

    Dear Amina,

    With standard Dynamics AX functionality it would be impossible to achieve. As when you put a record level security a transfer order cannot be generated. For example MR A who can access WH A and MR B who can access WH B. If record level is implemented for MR A to access only A warehouse then it is not possible for him to select WH B.

    Also both users will be able to see all transfer orders which is most likely to be next question to limit the transfer orders. We have customized this functionality where WH Security can be associated with user level.

    Post is quite old - but you or someone else need any assistance do let me know.

    Mustafa Chohan

  • Community Member Profile Picture
    on at
    RE: Assign a user (warehouse manager) to a warehouse?

    Hi, Mustafa

        my issue is also similar to the amina's question.........i want user Z to only select

    WAREHOUSE 4 while making sales order.....please assist me on this

  • Suggested answer
    Ruben Heinrich Profile Picture
    635 on at
    RE: Assign a user (warehouse manager) to a warehouse?

    You can assign Default warehose for each work User

    Warehouse Management - Setup - Work User

  • Suggested answer
    Ruben Heinrich Profile Picture
    635 on at
    RE: Assign a user (warehouse manager) to a warehouse?

    For a Work User select Default Warehouse as mentiond and assign also a menu which only handles Sales Order Work .

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