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Vendor Bank Accounts

  • 1.  Vendor Bank Accounts

    Posted Oct 25, 2019 07:08 AM
    Edited by Gillian Leitch Oct 25, 2019 07:21 AM
    Hi,

    We use D365 F&O in the UK so hopefully what I see is the same but we call them suppliers instead of vendors.

    I need to only allow one single user access to add/edit the vendor bank accounts.  I tried to give her access via the privilege 'maintain supplier bank accounts' but the +new button is greyed out.  In fact, I can only seem to give her access if I make her a system admin so I am clearly missing some important role!

    Can anyone help advise which role or privilege or duty I need to look at here?  I obviously need to remove it from all other roles/users too to block their access.

    Many thanks.


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    Gillian Leitch
    SLG Technology Limited
    Bridge of Weir
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Vendor Bank Accounts

    SILVER CONTRIBUTOR
    Posted Oct 29, 2019 08:32 AM
    I don't know which duty or privilege you need in order to limit that access. In our company we had a similar requirement so we used the new vendor "Supplier" approval workflows. User can only change the bank account after it goes through an approval from a manager.

    Vendor approval


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    Juan Sebastian Grijalba
    Berkowitz Pollack Brant
    Miami
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Vendor Bank Accounts

    TOP CONTRIBUTOR
    Posted Oct 29, 2019 12:34 PM
    Gillian,

    Do you see this privilege in your environment?

    Maintain vendor bank accounts

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    Ian Gorman, PMP, MCSE
    Senior Consultant
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Vendor Bank Accounts

    Posted Oct 31, 2019 07:24 AM
    Hi, yes, that is the privilege I mention in my post (we call it supplier rather than vendor).

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    Gillian Leitch
    SLG Technology Limited
    Bridge of Weir
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Vendor Bank Accounts

    MICROSOFT MVP
    Posted Oct 30, 2019 11:33 AM
    Gillian,

    The vendor bank account page is controlled by the VendBankAccounts menu item display. So a user would have to be assigned the following to be able to perform this task:
    - Create permission to the VendBankAccounts menu item display
    - Read permission VendTableListPage menu item display

    To find this, I recorded myself performing the steps using the task recorder and then analyzed it to find the menu items used during the process.

    You can either create a privilege specifically for this task,It looks like the following roles have access to do this process:

    If you have any questions feel free to reach out.


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    Alex Meyer
    Director of Dynamics AX/365 for Finance & Operations Development
    Fastpath
    Des Moines, IA
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    Academy - Online Interactive Learning from Experts


  • 6.  RE: Vendor Bank Accounts

    Posted Oct 31, 2019 07:27 AM
    Brilliant, thanks for this.  I hadn't realised we could control menu access in this way (although I had been wondering when you would create a privilege and what for!)  I will definitely give this a try now.

    ------------------------------
    Gillian Leitch
    SLG Technology Limited
    Bridge of Weir
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Vendor Bank Accounts

    Posted Oct 31, 2019 10:11 AM
    Just to say that this worked so thank you so much!  Just need to ensure I remove the ability from the other roles now!!

    G

    ------------------------------
    Gillian Leitch
    SLG Technology Limited
    Bridge of Weir
    ------------------------------

    Academy - Online Interactive Learning from Experts


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