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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / User Security for Reim...
Finance | Project Operations, Human Resources, ...
Answered

User Security for Reimbursements

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Posted on by Peter Shepherd 227
I'm struggling to find how I grant a user access to run a task in D365 (F&O)
The task is Accounts Receivable - Periodic Tasks - Reimbursements
 
I created a task recording and tried to run it through the 'Security diagnostics for task recordings' but I got nowhere.
 
How do I find the privilege, duty or role where this is granted?
I have the same question (0)
  • Komi Siabi Profile Picture
    Komi Siabi 13,228 Most Valuable Professional on at
    What's the result of you using the Security diagnostics for task recording?
     
  • Verified answer
    Martin Dráb Profile Picture
    Martin Dráb 239,381 Most Valuable Professional on at
    The privilege is called Process customer reimbursements (CustOverPaymProcess). It's included (by default) in a single duty: Maintain collections transactions (CollectionLetterCollectionsTransMaintai), which is included in two roles: Collections agent and Collections manager.
     
    I used references in Visual Studio to find this information.
  • Peter Shepherd Profile Picture
    Peter Shepherd 227 on at
    When I use the security diagnostics for the task recording the results screen has not entries. It doesn's show me anything. I can select different users as well but nothing appears. 
     
    This issue is resolved now. The response from Martin gave me what I needed. I appreciate everyone's input.  This community is extremely good and helpful!!

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