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Hello,
I'm setting up intercompany flows in D365FO and the main challenge I'm facing is right management.
The intercompany purchaser needs to access to the intercompany sales order to post the product receipt and the invoice.
And for direct deliveries, the warehouse agent in the distribution company need to access to the packing slip in the sales company.
How can that be achieved without granting enormous rights in the sister company?
Thank you by advance for your help.
Thanks for your feedback.
It sounds like I need either to implement "record-level security" or to allow users from one company into the other, correct? No way looks great though.
Many thanks whatsoever
Hi Alexandra Cade,
Your requirement is to have access to sister concerns only limited to "Inter-Company" transactions.
This control is not available as OOB in the D365FO, but you can do some customization or implement "record-level" security to achieve this functionality.
Thanks,
Hello,
Thanks for your answer. I've run throught the intercompany process.
What I mean by "enormous rights" is that the purchaser in company A can navigate to the intercompany sales order in company B and confirm dates, change values...
I would expect that they can only view the intercompany sales order in order to release the intercompany invoice and the intercompany packing slip.
Anybody using intercompany flow - do you enable users to jump to the other company and did you somehow restrict their rights on intercompany orders?
Thanks for any feedback.
Not sure those would qualify as "enormouse rights". Regardless, have you done all of the intercompany setup? Such as:
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