Custom output menu item not display for Accountant role

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Posted on by Naveen Mishra

Hi expertise ,

I have created a report and create new output menu item and attach this menu item to Account Receivable menu (Module).

When i log in with administrator account i am able to see the menu item in AR module, but when i log in with only accountant Role i am not able to see the report menu.

Please suggest

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ALGDEV 355 on at

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RE: Custom output menu item not display for Accountant role

Hi Naveen

You should create a new privilege ( or use an exisitng one ) and add this menu item to the privilege ( use Add reference button) , after that you attribute this privilege to a new duty ( or an existing one) after that you add thi duty to accountant Role ,

and not forget to publish all the modifications

Thanks
Verified answer

Sefa Duman 1,167 on at

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RE: Custom output menu item not display for Accountant role

Hi Naveen,

AX has role-based security framework. You can get details about security in AX from links below:

docs.microsoft.com/.../role-based-security-system

docs.microsoft.com/.../role-based-security-in-microsoft-dynamics-ax

docs.microsoft.com/.../role-based-security-concepts-overview

After you create a new menu item, you have to create a new privilege or add new menu item and other related objects (table,method...) to an existing privilege.

For instance, explore Accountant role, find an appropriate privilege and add your report to this privilege or create a new privilege and add this privilege to appropriate duty in Accountant role.

Kind regards,

Sefa Duman.