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Hello everyone,
I am trying to set up cash overview Power Bi content and I am following the steps explained on the following link: https://docs.microsoft.com/en-us/dynamics365/finance/cash-bank-management/cash-overview-power-bi-content.
I did some preliminary set up for point 4 (cash flow forecasting) with several main accounts.
The problem I am facing is when I try to calculate the cash flow forecast ( I am choosing method Total), that is when I receive t he following error:
Could you provide me with some assistance on the matter?
Best regards,
Teodora
Hello TeodoraMK,
The error you are receiving is usually due to a permission issue in D365 related to the TaxUncommited table. Please ensure the user(s) have at a minimum Read Permission to this table through the security setup in D365
Mike D
Hello MIke,
Thank you for your answer.
I have system admin role in the system, so I don't have any restrictions regarding access.
Regards,
Can you add Read access to this table for your user? Even though you are a sys admin sometimes you do need to specifically add read access to this table for this error not to occur.
Hello Mike,
Thanks for the clarification.
We created a new role, granted permissions to these tables and added the role to my user.
Issue still remains.
Any other suggestions?
Hello Teodora,
In order to assist you with this issue further, we will need to investigate this through a service request. If you would like further assistance from Microsoft, please open a service request with the BI team.
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