User access limitation for purchase orders and purchase requisitions

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Hello,

A customer of ours requested that we limit the access of users in the context of the procurement process. To see only a limited sample of purchase requisitions and purchase orders based on their role in the organization.

For example, to see only purchase requisitions based on the selected purpose or the procurement categories in the lines. The risk of having different procurement categories in the lines of purchase requisitions is limited because we already have the purchasing policy for procurement category access applied.

We are also considering extensive data security but before we go in this direction we would like to explore some more standard solutions.

If we limit ourselves only to the example above, how would you set this up in the system? With a standard or custom solution, doesn't matter.

Thanks in advance.

BR,

Simeon

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NikolajSorensen 1,772 on at

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RE: User access limitation for purchase orders and purchase requisitions

Hi.

The requirement you are listing here would require use of security policies/XDS/Extensible data security policies.

This is the only way to limit access to a subset of the data based on whatever rule you define, so you need a customization.

Please check the docs page for more info: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/extensible-data-security-policies

BR

Nikolaj