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Legal Entity Restriction in Purchase Requisition

  • 1.  Legal Entity Restriction in Purchase Requisition

    Posted Dec 10, 2020 07:28 AM
    Purchase Requisition in D365 F&O can be viewed by all staff by default, irrespective of the requesters legal entity. Is there a way to restrict based on requesting users legal entity? i.e. PRs to be viewable by users from the requesters legal entity only. If the purchasing legal entity is different, they can also view. How can this be achieved?

    Thanks
    Shabeer

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    Shabeer AQ
    Lenok Solutions
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Legal Entity Restriction in Purchase Requisition

    SILVER CONTRIBUTOR
    Posted Dec 11, 2020 11:42 AM
    Edited by Corey Warawa Dec 14, 2020 09:58 AM
    Hi Shabeer,

    Have you tried using the "Assign organizations" feature on the Employee role?

    This will allow you to limit the legal entity that the User can access for PRs.

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    Corey Warawa
    Functional Architect
    Liquor Stores Limited Partnership
    Edmonton AB
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Legal Entity Restriction in Purchase Requisition

    TOP CONTRIBUTOR
    Posted Dec 15, 2020 02:55 AM
    Purchase requisitions are in a "shared" table, and each line of a PR can potentially belong to a different ledger entity, hence I would be surprised if PR can be restricted from view based on a line level details.

    What we do, is have our requisitioners access requisitions through the menu entry of "Requisitions Created by Me"  - hence they only see their own requisitions, and none of other people's requisition (including ones from other companies).

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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