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Microsoft Dynamics AX (Archived)

How can i restrict the user so that he cant see the data of other sites.

Posted on by 397

Hi All,

I need to know that do we have any option in AX 2012 so that I can hide the date of sites from other users.

Users from Site “A” should not be allowed to access or see any data from Site “B”, “C”, “D”, etc.

Users from other sites should not be allowed to see the data of site “A”

And only the data should be restricted not the AX functionality.

*This post is locked for comments

  • santarzan Profile Picture
    santarzan 397 on at
    RE: How can i restrict the user so that he cant see the data of other sites.

    Hi Andre,

    Can we do a customization instead of using XDS with the below logic?

    - We will add a new field to the user form which will have the site values and the user can be assigned single or multiple sites. by doing this we can be able to link user and the site together.

    - And develop a code which will execute and filter the values of the list pages when the user opens the page according to the Site value selected for the user.

    - Record-based security logic will be applied to restrict the user from creating the new record for other sites.

    will this have an issue?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    RE: How can i restrict the user so that he cant see the data of other sites.

    Hi Nandhini,

    Related to your reply to Mahmoud: You only restricted the Sites table. For all other tables, you have to also configure RLS rules.

    Using XDS, you can add multiple tables to be constrained as well. However, like mentioned in my post, you cannot constrain InventDim and InventSum tables. In that case, you get the error as you shared in your last reply. This is because the business logic is executed with the credentials of the user; so also restricted. It then cannot find the InventDim record for certain combinations during updates. Then it thinks to create a new records, but a key violation will (luckily) prevent duplicate records.

    I will try to share an example on warehouses/sites soon in my blog. I did a presentation at the Summit EMEA where I also promised to share the examples shown.

  • santarzan Profile Picture
    santarzan 397 on at
    RE: How can i restrict the user so that he cant see the data of other sites.

    Hi Sukrut and Andre,

    As you told I have created the policy and the data got hidden.

    But while creating new Orders I am getting some errors.

    1614.e1.png

    Can you Pls help me on this.

  • santarzan Profile Picture
    santarzan 397 on at
    RE: How can i restrict the user so that he cant see the data of other sites.

    Hi Mahmoud,

    I have created the Record level security for a role Purchase Manager and got the below results.

    Added Query.

    0250.p2.png

    4478.q.png

    Now using this role it's only restricting the user to use site 1 while creating the new orders but not hiding the data related to other sites.

    7183.p1.png

    It's showing all the existing data of other sites.

    0250.p2.png

    How can I hide this value from this user?

  • santarzan Profile Picture
    santarzan 397 on at
    RE: How can i restrict the user so that he cant see the data of other sites.

    Hi Sukrut,

    Thanks for the reply.

    I will check on this and update you

  • santarzan Profile Picture
    santarzan 397 on at
    RE: How can i restrict the user so that he cant see the data of other sites.

    Hi Andre,

    Thanks for the reply.

    The requirement is like the user has many sites for an entity and he want the restrict the site data from users,so that the user who has the permision for the site can only see the data of that particular site and not the data of another site.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    RE: How can i restrict the user so that he cant see the transactions data of other sites.

    Hi Nandhini,

    I do assume you are referring to warehouse transactions here? Can you elaborate what exactly you want to restrict? The title contains 'transactions', but the question details 'any data'.

    Like already mentioned, XDS is the initial way to have it restricted. It would be quite challenging to restrict access on accounting entries created from site transactions, but depends if you are using sites also as financial dimension. This is just one example. What would be the definition of your 'any data'?

    If you want to restrict on-hand information per site, you also have to do some customizations as applying XDS on InventSum and InventDim is causing some side effects.

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: How can i restrict the user so that he cant see the transactions data of other sites.

    you can implement record level security

    technet.microsoft.com/.../aa570084.aspx

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,647 Moderator on at
    RE: How can i restrict the user so that he cant see the transactions data of other sites.

    You have to implement XDS . look at the below white paper to learn about it .

    www.microsoft.com/.../details.aspx

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