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Filtering project selection for PR

  • 1.  Filtering project selection for PR

    Posted Aug 20, 2018 09:12 PM
    Hi Guru

    Is there a way  when requester create  purchase requisition can only view selected projects to select instead of filtering and looking for the project in drop down list

    Nazim Lalji
    Dynamics AX Analyst


  • 2.  RE: Filtering project selection for PR

    Posted Aug 21, 2018 04:09 AM
    You can use XDS to achieve that.
    If you applies a Policy XDS, all queries on your database will contain an inner-join close in order to select only the projects filtered.

    Be carreful, because on the project menu, your user will see only the filtered projects too.

    More tips here, André is definitely the expert on that subject : XDS Archives | Kaya Consulting 
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    XDS Archives | Kaya Consulting
    The last few months, I did spend a lot of time on speaker sessions for the Summit EMEA, MVP Monday webcast and a coming Dutch Dynamics Community event. In the meantime, it was also extremely busy completing work. One of the topics I talked about recently, is eXtensible Data Security (XDS) in Microsoft Dynamics 365 [...]
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    Yohann ROLLAND

  • 3.  RE: Filtering project selection for PR

    Posted Aug 21, 2018 08:24 AM
    Employee-Project validation exists for the timesheet, I don't know if it exists in the REQ. Careful with the Employee-Project validation once you turn it on you have to set up for everyone.

    Barr Snyderwine
    seattle WA

  • 4.  RE: Filtering project selection for PR

    Posted Aug 21, 2018 05:07 PM

    You can use the worker/project validation functionality. Below is an article on how to set it up:

    Worker/project validation groups (form) [AX 2012]
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    Worker/project validation groups (form) [AX 2012]
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    Gail Kruger
    Ultimate Positioning Group

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