D365 Finance & Operations and Dynamics AX Forum

Segregation of Duties compliance check

  • 1.  Segregation of Duties compliance check

    Posted Aug 25, 2021 04:42 PM
    Edited by Mark Jones Aug 25, 2021 04:55 PM
    We are on AX 2012 R3 cu12.  I am setting up Segregation of Duties for the first time and testing.  I read these two pages: Identify and resolve conflicts in segregation of duties and Set up segregation of duties , but don't see the answer I am hoping for.

    Because of the way that security was set up prior to my arrival, one AX function may exist in three different duties that we want to segregate from another function that exists in five duties.  So I am having to set up 15 different rules to address what should have been only two duties and one rule, had it been set up in a more logical fashion.  I don't have time at the moment to unwind all of that yet.

    1. Is there a way to validate all SoD rules at once to find conflicts between roles?  The Microsoft docs above that I read seem to point to having to click on each rule, one at a time, to run the duties and roles validation.
    2. Is there a way to set this up once in a lower environment and move it to the higher environments without having to re-key the rules from scratch?  
    I appreciate your help.
    Screen shot of SoD rules so far.

    Mark Jones
    Project Manager
    UniGroup, C.A.
    Fenton, MO

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