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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to setup single co...
Microsoft Dynamics AX (Archived)

How to setup single company with multiple branch?

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Posted on by Community Member Microsoft Employee

I need to Solution. How to setup single company with multiple branch to control separate document sequence and

grant Security to access data for each branch in ax 2012 ?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to setup single company with multiple branch?

    Thank you 

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How to setup single company with multiple branch?

    Hi,

    When you say ... can't grant security to access data... does it mean that you want to limit the data that people can analyze based on the business units they work for or some other criteria?

    If this is the case then you have to make use of XDS, the extended data security framework. You can find a couple of examples how XDS can be setup on this blog. Here is one of those posts: https://kaya-consulting.com/extensible-data-security-examples-secure-by-retail-channel/

    Best regards,

    Ludwig

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to setup single company with multiple branch?

    Hi 

    I test  the step for grant Security to access data.

    Step 1 : I'm set up Organization hierachies then set purposes  for security  by hierachies this step Company - > Business Unit - > Department

    Step 2 : Assign user to roles -> Grant access to specific Organizations individually by user

    But Can't  grant Security to access data. I want to step for set up this case. You can help me.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How to setup single company with multiple branch?

    Hello AM,

    Here are some remarks:

    • You can create and use a company for each business unit or allow multiple business units per legal entity. This is a standard functionality.
    • The next thing you can do is organizing the business units in the form of an organizational tree in the OrgAdmin module. For your purposes you would have to create a 'security' purpose related hierarchy. Here is an example where the 'budgeting departments' are arranged with this purpose. (In your case this would be your business units)
    • 4604.f2.png
    • then you can open your user and identify the roles assigned. In the role assignment part you can find a button that allows you to specify the access to the system based on the security hierarchy (in my case budgeting department - in your case business units)
    • Here is the example from my demo machine
    • 4604.f2.png
    • In AX2012 things are identical to d365Fo from where I made my screenprints.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to setup single company with multiple branch?

    Hi Thank you for answer
    I want to use One company per more multi business unit. And I have Problum to control separate document sequence and grant Security to access data for each branch in ax 2012 ?

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How to setup single company with multiple branch?

    Hi,

    Is a branch - from a legal perspective - a separate legal entity that has to file legal reports, submit Vat statements, etc?

    If this is not the case, have you already thought about using a financial dimension to separate the different branches?

    Best regards

    Ludwig

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