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Microsoft Dynamics AX (Archived)

Restricting access to Warehouses by user

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Posted on by 352

Hi All,

Is there any standard way to restrict access to warehouses (for making purchase order, counting ...) by user ?

My need is :

1. In all sales orders : each warehouse-keeper can access only to orders which are assigned to his warehouse (to maker packing, packing slip, invoices ...)

2. The same thing for all purchase orders : each warehouse-keeper can access only to orders assigned to his warehouse (to receive them ...)

3. In inventory management : each warehouse-keeper can make transfer, couting ... only in his assigned warehouse.

Thanks.

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I have the same question (0)
  • guk1964 Profile Picture
    10,888 on at
  • Suggested answer
    Mahmoud Hakim Profile Picture
    17,887 on at

    you can use record level security or policies

  • JauB Profile Picture
    352 on at

    Hello Mahmoud

    Can you give more details about your suggestion ? If you he some links that i can follow ....?

    Thanks.

  • Suggested answer
    Faqruddin Profile Picture
    1,909 on at

    apply record level security on the role which you wants to see them only particular warehouse.

    Follow below steps:

    1. First select your role to apply record level secrutiy

    2. Create a new query and name it. If you like to assign SO where WH value is example IT-KHB. Check your WH value(SalesTable).InventLocationId. Check below screen how to create query and apply value.

    2664.fds.jpg

    3. Create new Policy as I shown below screen. In below screen select your exact role only. And assign that role to your user. Similarly all PO and Inventory Management. Work with Primary Tables.

    2664.fds.jpg

    Regards,
    Faqru

     

  • Suggested answer
    Mahmoud Hakim Profile Picture
    17,887 on at

    you can check this link

    www.loganconsulting.com/.../ax2012_security_guide_aug_2013.pdf

  • guk1964 Profile Picture
    10,888 on at

    The links I provided cover that.

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