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Finance | Project Operations, Human Resources, ...
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How to separate the Purchase requisition view for different entities

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Hi,

As PR number sequence is global, how to differentiate the purchase requisition for different entities.?

PR listing page is common, how to separate the PR display of entities?

Thank you.

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    301,170 Super User 2025 Season 2 on at

    Hi Sharlene,

    The PRs can have lines for one or more legal entities. If you need to implement a segregation, you can consider developing security policies with the extensible data security (XDS) framework. You would need a table where users are linked to a legal entity. In that scenario, the user will see all PRs from all legal entities part of her/his responsibility.

    Another option would be creating a new list page where you show PRs which do have at least one line for the current legal entity.

    I tried also a configurable option via advanced query/filters, but the field Buying legal entity is then not available for some reason.

  • Sharlene Profile Picture
    on at

    Thank you Andre Arnaud de Calavon

  • Martin Dráb Profile Picture
    237,978 Most Valuable Professional on at

    This question is actually about AX 2012 (as I learnt from Sharlene), therefore I'm going to move it to the AX forum. This will prevent suggestions of F&O-specific solutions that aren't applicable to AX 2012.

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