How can I restricted journal names and account type selection in GL on the basis of user group ?

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Hi All,

We are using AX 2012 R2,there is a requirement regarding user rights.

1. In journal level, we would like the Journal names to be restricted for certain users group .
2 In the Journal Lines level, we would like the Account Type -Ledger-Main Accounts selection also to be controlled based on user group.

Please let me know how can I modify the user rights for this requirement.

Thanks & Regards

Dhanya

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Rohin 4,624 on at

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For Point 1: see the Journal Name Setup Form and check "Private for user group" field on this form , if it can do your job. Please check below:

https://technet.microsoft.com/en-us/library/aa552517.aspx

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Community Member on at

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Thanks Visvash..

But my doubt was can I done through this using record level security in Ax 2012

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Why do you want to use record level security or XDS if the standard form already has features for limiting the access?

Best regards,

Ludwig

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Community Member on at

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Hi Ludwig,

Using "Private for user group "option in journal names we can restrict users but for the second requirement what was the standard feature ,if so it is more helpful for me.

Thanks

Dhanya

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Please check out the posting restriction functionality, which allows restrictions by user groups.

If you make use of the journal controls then you can restrict the accounts that can be used in the journal.

Best regards,

Ludwig

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Jay Barot 1,502 on at

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Hi Dhanya,

Go to System Administrator >> Common >> User Group

1. Create a user group and add specific users in that group.

Go to General Ledger >> Setup >> Journals >> Journal Names

1. Select the journal, which you want to restrict for certain users.

2. After selecting Journal, check right-hand sides, In General Tab go to Blocking and select the user group, which you have created for certain users.

3. So it will be visible to that users which are added in that user group.

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Community Member on at

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Hi,

Posting options I already removed from the user rights.The requirement was the main accounts selection also to be restricted.

Thanks,

Dhanya

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Jay Barot 1,502 on at

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HI,

I have not tried this ever, i will explore it and let you know.

Thanks,

Jay

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Mahmoud Hakim 17,887 on at

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the second point, you can do that per journal, not per user group

just select your journal and click journal control as the following

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Jay Barot 1,502 on at

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Right, we can do this as you suggested. But can we use record level security for this?

I want to explore Record level security, I have never tried this. Please let me know if you have any document for Record Level Security.

Thanks,

Jay

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