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Microsoft Dynamics AX (Archived)

Roles for enabling / disabling 'Reverse Transaction'

Posted on by Microsoft Employee

We require to restrict access to 'Reverse Transaction' function in AX 2012 R2 only to some users of our institution. Is it possible to achieve this?

Alternatively, is it possible to configure an approval workflow so that the only the reversal transactions will go for approval?

Thankful for any insights.....

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  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,645 on at
    RE: Roles for enabling / disabling 'Reverse Transaction'

    Hi IIMU,

    There is reversal approval functionality on check payments, other transactions doesn't have approval workflow.

    Thanks,

    Satish Panwar

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Roles for enabling / disabling 'Reverse Transaction'

    Thanks, Dr. Ludwig, will explore how best the monitoring of indiscriminate reversal transactions can be otherwise achieved.

    Regards....

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Roles for enabling / disabling 'Reverse Transaction'

    Hi IIMU,

    The reversal functionality is not available for all kind of transactions.

    As an example, inventory related transactions can usually not be reversed.

    Rather than trying to modiy and restrict a functionality that does not allow you making comprehensive reversals all over AX2012 I would just not use this functionality at all and require users to create corrections manually.

    What you are looking for requires a lot of configuration and the value added from this seems rather limited compared to the time and effort required to make and maintain all the necessary setups.

    That's my personal view on that.

    Best regards,

    Ludwig

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