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Dynamics 365 Community / Forums / Finance forum / customer settlement sc...
Finance forum

customer settlement screen is blank in accounts receivable > receipt journal, if the role is legal entity specific

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Posted on by AartiK

Hi There

I have given the legal entity specific access for ' Accounts receivable payment clerk' role to the user.

The user is not able to see the pending transaction for settlement in AR > receipt journal.

2019_2D00_03_2D00_05_5F00_1212.png

2019_2D00_03_2D00_05_5F00_1215.png

If i give the access for all legal entities on the same role, the user is able to see the pending transactions in the above screen.

Apart from security, is there any setup I need to do? e.g. org hierarchy etc. 

This role works ok in standard D365 microsoft env (specifc to legal entity).

However its an issue in the customer env. 

Categories:
Financial Management
Security
I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Can you check that this role has the following duties/privileges assigned?

    0434.ar.png

    Best regards,

    Ludwig

  • Aximprove.com Profile Picture
    Aximprove.com 30 on at

    Did u resolve the issue, even I'm facing same problem.

    [quote user="Aarti Kumar"]

    Hi There

    I have given the legal entity specific access for ' Accounts receivable payment clerk' role to the user.

    The user is not able to see the pending transaction for settlement in AR > receipt journal.

    2019_2D00_03_2D00_05_5F00_1215.png

    2019_2D00_03_2D00_05_5F00_1215.png

    If i give the access for all legal entities on the same role, the user is able to see the pending transactions in the above screen.

    Apart from security, is there any setup I need to do? e.g. org hierarchy etc. 

    This role works ok in standard D365 microsoft env (specifc to legal entity).

    However its an issue in the customer env. 

    [/quote]

    and below reply didn't reply me out.

  • Aximprove.com Profile Picture
    Aximprove.com 30 on at

    Did u resolve the issue, even I'm facing same problem.

    [quote user="Aarti Kumar"]

    Hi There

    I have given the legal entity specific access for ' Accounts receivable payment clerk' role to the user.

    The user is not able to see the pending transaction for settlement in AR > receipt journal.

    2019_2D00_03_2D00_05_5F00_1215.png

    2019_2D00_03_2D00_05_5F00_1215.png

    If i give the access for all legal entities on the same role, the user is able to see the pending transactions in the above screen.

    Apart from security, is there any setup I need to do? e.g. org hierarchy etc. 

    This role works ok in standard D365 microsoft env (specifc to legal entity).

    However its an issue in the customer env. 

    [/quote]

    and below reply didn't help me out.

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