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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Restricting Use of Mai...
Microsoft Dynamics AX (Archived)

Restricting Use of Main Accounts on Specific Journals

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Posted on by Community Member

My client uploads/posts Invoices to the AR module using a Customer Invoice Journal, offsets to specified Revenue P&L Accounts.  Additional accrual or manual entries may need to be made at month-end, currently using the same accounts used on the Invoices.  The Customer Invoices are from a system outside of AX and my client would like these Revenue accounts to only have activity from the outside system.  How can I restrict the use of these accounts on General Ledger Journals besides just telling the accountants not to use them?  Thank You.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi KBOS,

    In the Chart of Accounts you can setup a user group that is allowed recording transactions on a specific account. If you exclude all your "ordinary accountants" from that group you can prevent them posting on that account.

    Hope this helps,

    Ludwig

    P.S. I would be interested in the journal that you use and the import process, as I am not aware of a customer invoice journal that would be available. Where and how did you setup the journal and how did you realize the import?... just curious

  • Community Member Profile Picture
    Community Member on at

    Hello, thank you for your response.  I will look into your approach.  

    I don't know a lot about the customer invoice journal, other than that it appears it was a custom add for my client and is setup as a Periodic job under the AR Module.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello KBOS,

    I see. Would be great if you could keep us updated whether the approach for restricting user access works for you.

    Many thanks and best regards,

    Ludwig

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