6 Dynamics AX Organization Model Concepts and Definitions Legal EntityRegistered or legislated legal structureGranted the authority to enter into legal contractsRequired to prepare statements that report on its performanceOwn assets and responsible for its liabilitiesOperating UnitDivides the control of economic resources and operational processes among peopleResponsible internally for its performanceA node in an Organizational Model hierarchy, mapped to the dimensions – Cost Center, Department or Business Unit
7 Conceptual Model * Party Organization Person External Organization Organization HierarchyPurpose*Internal OrganizationTeamOperating UnitLegal EntityCost CenterRetail ChannelValue StreamDepartmentBusiness Unit
10 Extensibility: Integrating Org model and data security Demo 2
11 Demo 2 : Securing data using organizational hierarchies Department HierarchyHR RecruiterContoso GroupBeforePositionDepartmentSalespersonMain Sales GroupPurchasing AgentSales (USA)Sales ManagerSales (UK)ConsultantSUSB DepartmentSFRA DepartmentProject ManagerAfterConsultingMain Sales GroupSUSB DepartmentsSales (USA)Sales (UK)SFRA Departments
12 Data SecurityUser->Role->Legal Entity mapping restricts user’s access to the role to specified legal entity or entitiesExtensible data security framework secures data based on any conditionFilter master data or transactional data based on organizational membershipMaster or transactional data entity must have a foreign key relationship with the organizationData access is updated automatically with hierarchy changes
13 Shared Services Projects using the Org Model Demo 3
20 Related Sessions BRK 319 – Room 410 (same!) today @2:30P Building efficiency in your business with the use of Dynamics AX Global Address BookBRK321 – Room 165 Tues 2:30PDynamics AX 2012 Security – Planning and developing for an implementationInteractive session CHK305 Room 165 WedSecurity Framework in Dynamics AX 2012 Q&A
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