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Forum Post: Organizational and GL Structure

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Hello all,

I have a curious case on my hand where the requirement is that a company has multiple locations. This 'Location' needs to have their own security. Basically, the employees working in this location should not be able to see PO's or SO's created by other locations. My initial assessment was to create these "locations" as separate Business Units in AX 2012.

1) I created a Org Hierarchy called "Structure", and I assigned "Security" as the org hierarchy purpose to it. See part 1 of image.

2) Then I picked a user and assigned them access to only the Lavington location. See part 2 of image.

3) I created a PO as an Admin and assigned Kelowna as the Business Unit financial dimension.

4) If I logon as 'ALICIA' (since she is assigned to Lavington), I AM able to see the same PO that has Kelowna as the Business Unit. Which I shouldn't be. It should only show me the PO that has Lavington as the Business Unit dimension.

Clearly, this format is not working and is not giving me what I need i.e. this does not fulfill the requirement. Is there a way to accomplish the requirement without major (some is okay) customization using XDS for security?

Is there a better way of doing this?

Any help would be much appreciated.

Thanks in advance.

Kartik


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