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ReportI need way to prevent specific users from posting journals whatever the created it or no .
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I need way to prevent specific users from posting journals whatever the created it or no .
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Hello Abdulrahman ,
Create a custom duty and remove privilege " Post general journal entries".
so User can create General Journal normally but cannot post it.
Hi Adulrahman,
If you want to restrict persons from posting the journals, you need to create a new custom duty which will have the privilege for maintaining journals in it, but not the posting privileges. You can copy the existing duty 'Maintain journals and transactions' and change the copy to meet your requirements.
Hi,
What about using GL journal workflows that allow only certain people approving and posting?
Would that be an option?
Best regards,
Ludwig
No , I want to allow them create journal and working with it but can't post it.
Hi,
If you setup and link a group to the journal blocking feature then you can prevent people that do not belong to this group from creating this journal. Please see the following screenprint:
https://dynamicsaxfico.files.wordpress.com/2016/03/en_ax7_122_0005.png
Isn't this what you want?
Best regards,
Ludwig
Hi Ludwig Reinhard
but this way don't effective if he create journal ! , I want be more clear , I want to make accountants work with journals but only accountant manager who can post , if you can inform me which security roles I should remove it from accountants to meet requirements .
Hi,
I believe that this is possible with the help of journal restrictions.
Please see the following article for an example:
dynamicsax-fico.com/.../journal-restrictions
Best regards,
Ludwig
I did that but I don't see any duty talking about posting journals , I want be more clear , I want to make accountants work with journals but only accountant manager who can post , if you can inform me which security roles I should remove it from accountants to meet requirements .
Hi,
You need to check the menuitems for each posting buttons.
Then you need to see which roles give access to the menuitems by right click on the menuitem >> Add-Ins >> Security tools >> View security related roles.
After that you need to remove those roles from your users.
BR
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