Tuesday, June 13, 2017

AX 2012 Security Unwrapped Series - Supplemental Setups


This post will unwrap the Dynamics AX Security Supplemental Setups.  We will review some setups that will affect a user's access but is outside of the main security menu functions.

User Groups are a second level of security for the General Ledger transactions.  (This was once stated to be a deprecated feature.  However it still exists in 2012 R3.)  You can control access to General Ledger journals and Inventory journals.  Setting this up is a two step process.

Step 1: Create user group and assign users.

Navigation path: System administration> Common> Users> User group

Click on the down arrow next to File and select new.







Then create a new group, and give it a long name if desired.






Then click on the Users tab.  A list of all AX users will display on the left under Remaining users.

Cursor over to the desired users, and then click the "<" button to add them to the user group.

To remove a user, put your cursor on the Selected user, and click the ">" button.






Step 2: Go to the Journal name set up to prevent all users EXCEPT those defined in the user group to be able to perform the journal transactions.

In the field labeled Blocking, you enter in the user group that you want to allow access.  There are 3 places where journal name definitions are found which are pictured below:

Navigation path: General ledger> Setup> Journals> Journal names



Navigation path: Inventory and warehouse management> Setup> Journals> Journal names, inventory


Navigation path: Inventory and warehouse management> Setup> Journals> Journal names, warehouse management


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