Restricting access to Dimensions fields

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All,

I have a little complex situation, where I need to restrict access to the some of the dimension elements of the dimension array on the sales order line.

P.S. Just for sales order line, not every where else.

So, lets say I have 7 dimension values - and I want to restrict the ability to edit 2 dimensions out of those 7 not all of the 7. Is there any way I can restrict access to only 2 of those 7? Or would it be all ON or all OFF type thing?

Part 2 -
If there is no real way to get 2 of out the 7 disabled for editing for certain set of the users. How can I achieve all 7 of them? For a particular profile/group, I tried changing the permissions, in AR--> Daily --> Order Lines form --> Dimensions field. I made the changes so that it is set to "View" perms only; hit cascade; and then save. When I reopen the same perm form - all my changes are gone. The Dimensions field no longer has my selection of "View" perms . At loss to understand.

What do you think.? Please help.

Thanks,
Khosla

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Biju_John 601 on at

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Hi Khosla

By dimension value, i believe you are referring to dimension segment eg: Branch or Deparment.

Response to part 1 - In the account structure/advanced rules, you can specify for the sales order related ledger accounts (Sales order issue, delivery note etc) that only 2 segments are applicable. Even though users can enter the value in for remaining segments in the sales order, in the General ledger only two dimensions will get posted.

Response to part 2 - for the related user roles, you can configure a Record level security or extensible data security framework for ALL records within dimension 3 to 7 so that when the related users dropdown the dimension 3 to 7 list, no dimension value will appear.

Hope that helps

Regards

Biju John

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Ludwig Reinhard Microsoft Employee on at

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Hi Khosla,

I think part 1 will be quite difficult & complex to achieve as the financial dimensions sit very "deep" in the AX code . If you think about possible future ugrades and changes I am not sure if you would really want to go that way.

For part 2: I just did a right-click, selected "Personalize", selected the sales order lines financial dimensions tab and disabled the"edit contents" Checkbox. By doing that you can see but not edit the financial dimensions available.

Hope it helps,

Ludwig

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Community Member on at

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Thanks for your response Ludwig.

Part 1 - I agree with what you are saying.

Part 2 - The Personalizations would be temporary and would have to be done for each user - and every user would have the ability to get rid of it if they like.

But thank for your reply - much appreciated.

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@Biju

Part 1- I don't think you got my point correctly, I don't want to change anything with the posting whatsoever - but rather change the EDIT permissions to VIEW.

Part 2 - I am trying to do the same - but somehow I am unable to. As soon as I make my changes in the Group level permissions in the form, save and close it. And then when i re-open all the changes are gone.

But thanks for the help though - I will let you know if I can figure something out.

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