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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Security role for comb...
Microsoft Dynamics GP (Archived)

Security role for combining budgets

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Posted on by kylejohnson 60

I want to give my financial analyst the ability to combine budgets.  However, providing card management for budgets in the financial module and other budgeting tasks doesn't allow him to combine budgets, it still says he does not have access.  What is the proper task/role to give him access to that would allow him to combine budgets?

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  • Tristan Clores Profile Picture
    Tristan Clores 2,812 on at
    RE: Security role for combining budgets

    Hi Kyle,

    Refer to Q4 of the article on the link below:

    support.microsoft.com/.../951229

    Please let me know if you have further questions.

    Kind Regards,

    Tristan

  • Verified answer
    Ian Grieve Profile Picture
    Ian Grieve 22,784 on at
    RE: Security role for combining budgets

    Hi Kyle,

    I believe that Combine Budgets is not on any task or role; some of the new features haven't had security baked into the defaults so need to be updated manually (Budget Transactions is also in tis set).

    I tend to edit the CARD_0103* task and check the Combine Budgets operation under Product=Microsoft Dynamics GP, Type=Windows, Series= Financial this makes available Combine Budgets to any Role which contains the CARD_0103* task..

    Ian

  • kylejohnson Profile Picture
    kylejohnson 60 on at
    RE: Security role for combining budgets

    Thanks!

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