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Is it possible to apply a dimension against a BC user and have that user only able to see the dimension they are permitted to see. For example, we would like to limit which customers a user can see based on the dimension set for that user. This would also need to work for purchase orders and inventory items. Ideally, we would like to limit access to that dimensions in the General Ledger too.
Hi,
Yes you can do. for that you should develop custom functionality for that.
My suggestion use Responsibility Center functionality which is available in BC D365.
Regards
Amit Sharma
Seems like there is no solution for this problem. The only fix here is to create an extension
[/quote]The solution is simply to use the security filters that Josh suggested to you. No need to customize this.
I would go for Josh's option 1.
Since you mention that the dimension is on customers, purchases and general ledger, you likely have this dimension as a global dimension.
With that, you can apply security filters for the users so they can only see records tagged with that dimension.
I am doing something similar for a UK client. We have Division and a global dimension and the division is linked to a responsibility centre.
Users assigned to a certain responsibility centre can only operate on their records while line managers can work on everything.
Seems like there is no solution for this problem. The only fix here is to create an extension
To grant access to dimensions:
On the Home page, select Application, and then click the application name to display the Application Overview.
From the application Overview screen, select Dimensions and Models
Click the name of the dimension for which you want to grant access.
From the Dimension Overview screen, select Access. The name of the selected dimension is displayed at the top of the screen.
Click Add User/Group buttonand select the users to which you want to assign access, as follows:
Select the user type:
Users
Groups
Users and Groups
On the Select User dialog box, enter the first few letters for the user name in the text box, and then click Search Search icon to populate the list of names. To display all users and groups, enter an asterisk "*" as a wildcard in the Search field.
Select the users and groups to which you want to assign access, and then click OK.
From the Access tab Access tab, select Administer to enable the user or group to view, modify, or delete the dimension.
Optional: Select Remove to delete the selected user or group from the list. Highlight the name, and then click X to remove the name and any associated permissions.
Click Close.
Hope this information is helpful to you.
Opens up an interesting debate. Method 1 is more up keep but method 2 has more development.
1. Permissions could control this. Use the security filter feature for the chosen tables for a chosen dimension value. Will need to be a global dimension though.
2. Using various table/page extensions to enable the filtering when pages are opened. This would follow a similar concept to the responsibility centre where quote/order/invoice pages are filtered. Following on it that vein you could add the dimension field on the user setup and then call this on each of the pages you need for filtering. The user setup table already has the sales/purchaser code which is a table already with the ability to hold dimensions. That could be another way of determining the filtering.
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