Query to link Users - Company - FinancialDimensions

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Hi everyone!

I have an issue related to this topic. Here is the problem:

My chef asked me to find a way to allow users to select only the financial dimensions related to the company their belong to. Basically, we list all the users of different companies into the same list, each user have associated their own company but everyone can see the financial dimensions of everyone (ex. user 1 belong to company 1 with financial dimensions of company 1 and 2).

I am struggling to find a way through the AOT portal and actually i created a query trying to relate the UserID, the Company (both inside the table SysUserProfile) and the FinancialDimension ( inside the table DimensionFinancialTag) but i dont know how to "link" these three elements through the same query.

Does anyone any idea on how to write down a query like that?

Thanks for the support!! hope someone can save me!:)

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Ludwig Reinhard Microsoft Employee on at

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Hi Alessandro91,

Can't you achieve this by making use of the account structure functionality?

Let's say that you have 5 departments (A, B, C, D and E) set up and that only A and B are allowed to be posted in the company where you work.

If you set up an account structure for the company you work in that specifies that only A and B are valid posting combinations in your company, you can prevent users from posting on D and E in your company.

Wouldn't that be sufficient?

Best regards,

Ludwig

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Hi Ludwig,

thanks for the answer, the fact is that i don't want modify the structure functionality because i don't know how it works and i don't want to make any changes that will create more troubles to developers.

Is not possible to do something from the AOT side?

Thanks again for the support.

Regards

Alessandro

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Ludwig Reinhard Microsoft Employee on at

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Hi Alessandro,

An alternative is XDS.

You can find some information on that in the following whitepaper.

www.microsoft.com/.../details.aspx

Best regards,

Ludwig

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guk1964 10,888 on at

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There a really two issues and Ludwig has answered both

One is to set up the accounting structure for valid financial dimension combinations by company. That seems to be the most sensible approach, and is configuration not coding and is simpler than going to the AOT.

( employee id can also be a dimension - its not clear whether your reference to 'the same list ' means to an Employee id dimension - nor that you would want an employee financial dimension on all transactions.)

Two is segmentation of responsibility i.e. security - however, there is no particular benefit of hiding dimension value by employee - its just master data

The third issue is user experience - it might be useful to be able to filter lists so there are fewer values from which tp choose and less risk of making mistakes, - and that is really what the account structure does for you. So understanding that is your bet way forward - and it will be less problems for your developers to work with a standard feature than to customise.

Benefits of linking organization hierarchies to account structures?

• The organization hierarchy will prevent invalid financial dimension combinations on financial postings.

• There is a graphical user interface for creating and maintaining organizational hierarchies. It is easy to update and visualize.

• Organization hierarchies include a native effective dating feature.

• You can link one organization hierarchy to multiple account structures. Therefore, if you make a change to your organization hierarchy, it will automatically apply to all of the linked accounts structures.

(If you have multiple account structures and maintain the financial dimension relationships in each account structure, then each account structure would need to be updated manually.)

there many blogs on this, try:

www.linkedin.com/.../ax-2012-r3-configure-account-structures-sten-baumgarten

or

www.youtube.com/watch

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Hi Ludwig,

I used the XDS configurations to build up a query that extract the financial dimensions codes based to the user company (currentCompany() method) and it works.

The issue now is that even if i create a policy setting the ContextType=Role and assign an accounting role to a specific user (ex. Ledger Account Manager) i still see all the financial dimensions of all companies and not the one that belong to the user.

Don't know about the constrained table but as far as i read online they only "restrict" the query data output which is already fine as-is. Any tips?

Thanks again

Alessandro

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Ludwig Reinhard Microsoft Employee on at

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Hi Alessandro,

Is this because you are the system admin and made the setup or do other users still see everything if they log in?

Can you check that all users are assigned to a specific financial Dimension in the HR module?

Probably the assignment of your employees to the resticted Departments/cost Centers is missing?!

Best regards,

Ludwig

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Hi Ludwig,

thanks for the answer,

well i'm the system admin and i assign the role to another user but when he login he still see everything.

I checked if the users have assigned a specific financial dimension and the fact is that my users (System administration/Common/Users/Users) are different from my employees. The employees are listed in the HR page and no one of them have any financial dimension assigned.

Anyway, i think that this is not the point here because even if i modify my account structure the problem still remain. Indeed, I tried to create a proper account structure and users still see all financial dimensions when they ,for example, are creating a purchase order.

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Community Member on at

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Hi everyone,

we finally found a solution!!! Basically, the problem we stucked was related (somehow) to the query construction and the constrained tables within the policy.

Now the financial dimensions are properly filtered based on the user company and we should not have problems concerning the AX Cubes (at least I hope so).

To be consistent, we (me and other colleagues) wrote down a sort of "manual" about what we did and how we did it, you can find it at this link: www.dropbox.com/.../AACwyChKXDJXJ4GBY8wCqsSva

I hope it could be useful to other community members!

See you at the next issue ;)

Cheers!

Alessandro

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Ludwig Reinhard Microsoft Employee on at

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Hi Alessandro,

It is great to hear that you found the solution.

Many thanks for sharing your solution with the community in case other users run into the same issue!

Best regards,

Ludwig

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guk1964 10,888 on at

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Useful feedback - thank you.

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