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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Assign organizations t...
Supply chain | Supply Chain Management, Commerce
Suggested answer

Assign organizations to security role cannot see report data

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Posted on by CU28041255-1 4
Dear Expert,
 
I have a customized security role that can view Purchase statistics report.
 
But when I assign organizations to the role, the report becomes blank.
 
Is there any idea about this issue.
 
Thanks in advance
Categories:
Dynamics 365 Supply Chain Management
  • NguyenDoHuy Profile Picture
    NguyenDoHuy 18 on at
    Assign organizations to security role cannot see report data
    Hi André and Zain,
     
    Any ideas for this case?
     
    Thanks in advance
     
     
  • NguyenDoHuy Profile Picture
    NguyenDoHuy 18 on at
    Assign organizations to security role cannot see report data
    Dear André,
     
    Yes correct, the path: Purchase and sourcing > Inquiries and reports > Purchase requisition statistics > Purchase requisition statistics
     
    We also used the Purchasing manager (standard role) and encountered same issue. Firstly, can able to see the data in report, but when assigned specific organizations, the report becomes blank even though I can still see the record in the PR list
     
    Dear Zain,
     
    The Purchase requisition is shared table, when I accessed the PR list, still be able to see the records. But Purchase requisition statistics report is blank.
     
    Thanks
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 294,715 Super User 2025 Season 1 on at
    Assign organizations to security role cannot see report data
    Hi,

    Can you tell us how you created the customized role? Did you create new duties/privileges, or are you using out-of-the-box security objects?
    Can you share the exact menu path of the report your question is about? Is it Purchase and sourcing > Inquiries and reports > Purchase requisition statistics > Purchase requisition statistics? I don't have a "Purchase statistics" report with that label in my environment.
  • Suggested answer
    Zain Mehmood Profile Picture
    Zain Mehmood 3,759 Moderator on at
    Assign organizations to security role cannot see report data

    Hi,

    Thanks for confirming that!

    Since removing the organization restriction allows the report to work, it confirms that the issue is likely with how the organization assignment is configured — or that the report data isn’t tied to the legal entity the user has access to.

    Next step:
    Double-check that the assigned organization matches the data’s legal entity, and that the security role includes access to the required tables and data areas. If you could attach some screenshots that would be good as well. 

    Warm Regards,

    Zain

  • NguyenDoHuy Profile Picture
    NguyenDoHuy 18 on at
    Assign organizations to security role cannot see report data
    Dear Zain,
     
    When remove the organization, report showing without issues.
     
    Thanks
  • Suggested answer
    Zain Mehmood Profile Picture
    Zain Mehmood 3,759 Moderator on at
    Assign organizations to security role cannot see report data
    Hi,

    When you assign organizations to a security role, the user’s access gets restricted to those specific legal entities.

    If the Purchase statistics report turns blank, a few things to check:

    Make sure the assigned organization actually has purchase transactions or data available.

    Verify if the user has access to the correct company data (Purchase orders, Vendors, Invoices).

    Confirm if the report is filtering based on current company or expecting cross-company data.

    As a quick test, remove the organization restriction and check if the report populates correctly.

    It’s likely a data access or organization assignment mismatch.

    Hope this helps,

    Zain 

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