Security policy on Inventory Transactions prevents user from shipping/receiving Transfer order!

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Posted on by AbdullahAhmed_

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I created a security policy(role based) that shows the transactions from specific warehouses to the user... here's the implementation of the query used and the security policy.

Query:

Policy:

And it works fine and the Transactions form is filtered but it gives me an error somewhere else.. in the Transfer orders form!

When the user try to ship or receive an transfer order he gets this error:

when I remove the role related to the security policy from the user and try to ship/receive again it works fine!

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Dynamics 365 Finance

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André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

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Hi AbdullahAhmad,

Can you tell what the values J1 and J3 are related to? Is warehouse TYF visible to the user? In this case there is a combination of a site, warehouse and batch number. What InventDimId is created for this combination? Is that related to J1 or J3 that is set on the policy query?

Note that I created an example for warehouse restriction using XDS where you can configure which warehouses are visible to an user. You can read my blog and download the example and change it to your requirements: Extensible Data Security examples - Secure by warehouse - Dynamicspedia

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AbdullahAhmed_ 440 on at

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Hi Andre,

Sorry for the cofusion.. I looked again in my query and the error and updated them in my post.

J1,J3 are warehouses not InventDimId so, the I'm filtering Transactions by warehouse.

When the user opens The transactions form he only sees transations from "J1,J3".

When he opens the transfer orders form he can see all transfer orders and all warehouses.

I just want to restrict the transactions form for now but it seems to affect other forms as well!

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AbdullahAhmed_ 440 on at

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I figured it out..

When making a transfer order from X warehouse to Y warehouse and shipping, the system doesn't take items from X to Y directly.. Instead the items are moved from X to transit warehouse and when the Y warehouse manager or supervisor click receive, now the system moves the items from transit warehouse to Y warehouse.

I solved this by adding the transit warehouse to the query range and It works fine.

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