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Finance | Project Operations, Human Resources, ...
Answered

Creating Security Policy for just showing Sales for all Branches

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Posted on by 3,110

Hi Experts,

I want to create a security policy that will be on record level. We Braches and Any branch should watch its own sale only. For this, i took cust Group table as primary table and Sales line table as a constrain table is possible or what ?? I need your support.(In Ax 2012 as well in D365FO in both Environment i will do this)

Best Regards,

Shabir Ahmad

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  • Verified answer
    ergun sahin Profile Picture
    8,826 Moderator on at

    alexdmeyer.com/.../

  • Shabir Ahmad Profile Picture
    3,110 on at

    Hi Ergün Şahin,

    In same way i need a policy which will show the existing stock for all different branches, what will be the tables, i think Inventitemgroup as primary and inventTrans table as constrain or what ??

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,037 Super User 2025 Season 2 on at

    Hi Shabir,

    I shared some examples for AX2012 and Dynamics 365 in the past. Extensible Data Security examples for Microsoft Dynamics (dynamicspedia.com)

    Can you explain what you mean with the last comment? Note that you can't constrain tables like InventTrans, InventSum and InventDim as this would give runtime errors when records can't be found due to the XDS policy.

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