Journal Restrictions

Finance and Operations/AX Technical Forum
1

Hi All,

First of all, thanks for welcoming me to this forum!

As a AX system administrator, I’m encountering the following issue:

I’ve created user groups and given them the permissions they need (f.ex to create/post journals). One user group is only allowed to create/post certain journals (f.ex salary journal), for this I’ve added the user group to the “Private for user group” option.

All good so far, however I’m asked now to limit 1 user group to create and post 1 particular journal.

Currently this usergroup is allowed to create/post journals ( by their user group permissions). This causes that they can also create other journal and even post them.

“Private for user group” only deals with other user groups not seeing a specific journal, and Posting restrictions only handles restrictions for journals a certain user or user group has created, so this doesn’t do the trick either.

Posting restrictions will only look at f.ex an AR journal created by AR team, with posting restrictions set, this means that someone from GL team can’t post this, only AR members can.

While what I need is in fact the opposite of the private for user group option: 1 user group that can only create/post one specific journal.

Any help would be much appreciated!

Thank you!

2

FYI, it’s AX2009

3

If he doesn’t need to even see any other journal types, you might be able to utilize Record Level Security.

If you need completely custom logic, you’ll have to customize Dynamics AX.

4

Hi Martin,

Thanks for your reply!!

RLS was the answer indeed, I’ve added RLS for this specific user group on the LedgerJournalName table and now then can only create one specific Journal.

This topic can be closed, thanks again!