Finance | Project Operations, Human Resources, ...

Intercompany right management / security configuration

(2) Share

Report

Posted on by Alexandra Cadet

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.

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (5)

Answers (0)

AriaConsulting 2 on at

Like (0)

Report
Not sure those would qualify as "enormouse rights". Regardless, have you done all of the intercompany setup? Such as:

Configure products for intercompany trade relations.

Configure intercompany trade relationships.

Configure intercompany agreements.

Process intercompany orders.

Process intercompany direct deliveries.

Process intercompany charges.

Recognize the intercompany return order chain process.

Was this reply helpful? Yes No
Alexandra Cadet 96 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

Gaurangkumar Jani 4,534 User Group Leader on at

Like (0)

Report

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,

Was this reply helpful? Yes No
Alexandra Cadet 96 on at

Like (1)

Report

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

Was this reply helpful? Yes No
Marco Benetti 6 on at

Like (0)

Report

Hello Alexandra,

I'm also struggling with the same topic: granting access to PurchFormLetter_Invoice menu item activate the "Generate invoice" button into All purchase orders form.

Did you find a solution for this case?

Thanks

Marco

Was this reply helpful? Yes No