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1.  Security Role to cancel a PO

Posted 4 days ago
As a new user in AX2012, I'm looking for some guidance on the proper Security Role to apply to users that will allow them to cancel a Purchase Order.

Thanks- Wes


2.  RE: Security Role to cancel a PO

Posted 4 days ago
Here is a link to AX Security for 2012.

Also you can find what each role is allowed to do if you go to System Administration > Setup > Security > Security Roles



Microsoft Dynamics AX 2012 White Paper: Role-based Security Use Patterns for Developers
Microsoft Download Center remove preview
Microsoft Dynamics AX 2012 White Paper: Role-based Security Use Patterns for Developers
This white paper describes how the role-based security artifacts work together.
View this on Microsoft Download Center >


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Hector Garcia
Business Systems Analyst
Amerifresh INC
Scottsdale AZ
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3.  RE: Security Role to cancel a PO

Posted 15 hours ago
The easiest way I found to figure it out, is go to the screen, where you see the cancel button.  Right click on the grid and click [Personalize], and expand what is inside the screen to find the cancel button.  Click on that and you see the MenuItem that is tied to the cancel button:
Then go to that MenuItem  (it is in the Action subgroup of Menu Items in the AOT)
Right click on it, Add-ins > Security Tools > View related security roles.
It will give you a great grid like the following letting you know the Privilege, Duty and Roles assigned to that entry point.

You can then either make a new Role for that user adding what Duties and Privileges they need - if one of the Roles shown will give them too much control in the system.

Sometimes just giving them that privilege isn't enough - because they will also need the security to get to the Purchase grid so they can see the cancel button.


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Dan Cantley
Systems Analyst
Bedrock Manufacturing Co, LLC
Detroit MI
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