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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Global Address Book Cu...
Microsoft Dynamics AX (Archived)

Global Address Book Customer/Vendor Security - Prevent Users from Selecting Remit-to

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Posted on by ScorpioDax 333

I have a requirement where we want to prevent any users from selecting remit-to as the Purpose when creating a new address.  The screen shot below shows the detail.

2019_2D00_02_2D00_07_5F00_14_2D00_39_2D00_17.jpg

What would be the best way to prevent users from being able to select the Remit-to but still allow them to use the other options when creating a new address?

New Role, Privilege? 

Any help would be much appreciated.

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,126 Super User 2026 Season 1 on at

    Hi ScorpioDax,

    When you want to fully disable this purpose for all users, you can go to the Address and contact information purpose form. (Organization administration > Setup > Global address book. Then disable the options Postal address and Contact information.

    When some users are not allowed to select certain purposes, you can implement a new eXtensible Data Security policy to restrict viewing and using the not allowed purposes.

  • ScorpioDax Profile Picture
    ScorpioDax 333 on at

    Hi Andre,

    Thanks for the help, that worked like a charm.  I will look int the eXtensible Data Security.  Ideally we want to have only our account dept be able to modify or update the remit-to and all others do not need to see that.  Will the data security help with that?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,126 Super User 2026 Season 1 on at

    Hi Scorpio,

    eXtensible data security (XDS) can help in that scenario. You then have to re-enable the postal address option and ensure that the remit to record is not visible for the users except the accounting department users. I have written some blogs and provided examples on XDS: kaya-consulting.com/extensible-data-security-examples

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