How to view financial statement report by department wise??

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Posted on by Community Member

Hi,

My requirement is need to view General Ledger module --> financial statement and ledger transaction list report by selected department wise.

Important thing is select department report should be viewed by related department manager only.

eg: IT Department(financial & ledger transaction report) view only IT manager not others.

Is it possible to acheive or give security in AX 2009?

If any one knows pls reply ASAP

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Community Member on at

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RE: How to view financial statement report by department wise??

Hi Lally,

Yes we can create one user group and add that user group in RLS.

Then add new query in that user group in RLS and select related table(which table you want to give security) with dimension value. That's all :)

Be careful if you assign another group for same user may be that will override this RLS security.
lally 2 on at

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RE: How to view financial statement report by department wise??

Hi Jaf,

Can i know how did you achieve the solution ?
Community Member on at

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RE: How to view financial statement report by department wise??

Hi Andre,

Thanks lot. I solved and achieved through RLS only without touch single line in coding.

Thanks once again :)
Community Member on at

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RE: How to view financial statement report by department wise??

Hi Andre,

No, for that single user am not adding any user group other than RLS(user group). for that only am tested.

Thanks
André Arnaud de Cal... 294,941 Super User 2025 Season 1 on at

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RE: How to view financial statement report by department wise??

Hi Jaf,

I'm not able to reproduce it as I'm currently don't have AX2009 available. If you have one user with multiple user groups, another user group can override the RLS settings.

In fact with coding you can do almost anything...
Community Member on at

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RE: How to view financial statement report by department wise??

Hi Andre,

Thanks for your valuable reply. I just tried through RLS as you said but its not seems working. Dont know where i made mistake??

EG : Just created one user group and give secutiry permission(financial statement) for that group and create query in RLS for that related table but its not work.

Is it possible to achieve in coding?
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André Arnaud de Cal... 294,941 Super User 2025 Season 1 on at

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RE: How to view financial statement report by department wise??

Hi jaf,

AX2009 has a record level security, but that would not be able to meet your requirements in a very easy way. You can try to create financial statements per department (filter within the setup) and have only per person (user group) a financial statement available to select on the report settings. This needs to be done with the level record security. Note that this is a theoretical anseer. I have not tried this before.

I wonder if a RLS on the ledger transactions will be working on this report, but you can try it as well.