Microsoft Dynamics AX (Archived)

How to setup Responsibility center - Budget plan

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Posted on by VanNTT

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Hi all,

I can't setup Responsibility center.

Does anyone know this case?

Br,

Van nguyen

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Galyna Fedorova 3,566 on at

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Hi Van Nguyen,

If the parameter Security model under Budget planning configuration is set to "Based on worker positions", then there is an explanation how to create a department and assign the position: community.dynamics.com/.../135187

If the parameter Security model under Budget planning configuration is set to "Based on security", then follow the steps below:

Go to System administration > Users > Users

Select the user that need access to budgeting

Click Edit

Select the role to whom you would like to grant the access

Click Assign organizations button

Select Grant access to specific organizations individually

In the Select organization hierarchy drop-down, select the organization hierarchy

Note: Only organization hierarchies that have Security purpose assigned will be displayed in the drop-down list.

Assign organizations button

Highlight the highest node

Highest node

Click Grant link

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VanNTT 140 on at

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Hi Galyna Fedorova ,

Many thanks for your support.

I have just tested in D365, however I can't do it.

There are steps, I created in D365. (Budget planning configuration is set to "Based on worker positions")

Step 1: I assigned Position to Department

Step 2: I applied Department to Hierarchy organization

Step 3: I created Budget planning process

Step 4: I created Budget plan and I still can't see Responsibility center

Pls review it for me again,

Br,

Van Nguyen

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Galyna Fedorova 3,566 on at

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Have you linked your user to the worker (System administration > Users > Users > Person field)?

Does your worker (that is assigned to the user) have possition assigned thta you added to the department?

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