Preventing User Arnie from Adding Receivable Records to Customer Payment Journal

See explanation below.

The Accounts receivable payments clerk role contains the maintain customer payments duty.

One of the privileges in the maintain customer payments duty is the Post customer payment journal transactions privilege.

You need to duplicate the Accounts receivable payments clerk role and duplicate the maintain customer payments duty.Remove the Post customer payment journal privilege from the new duty.Remove the original maintain customer payments duty from the new role and add the new duty to the role.

Remove the Accounts receivable payments clerk role from Arnie and assign the new role to Arnie.

This solution will ensure that Arnie can do everything he could do before with the exception of adding receivable records to the customer payment journal.It will also ensure that anyone else assigned to the Accounts receivable payments clerk role can do everything they'd expect to be able to do with that role.

An alternative solution would be to deny the Post customer payment journal transactions privilege in the maintain customer payments duty.However, this solution would affect all users assigned to the Accounts receivable payments clerk role.

https://docs.google.com/spreadsheets/d/1Ao-5w4t80LZhks9O2WFcMZUFXfFkI3uMYxDPEXp-kz0/edit#gid=0 https://www.dynamics-tips.com/system-administration/security-roles

As an functional consultant for Contoso Entertainment System USA (USMF), you need to prevent a user named Arnie from adding receivable records to the customer payment journal. This can be achieved by following these steps:

1. Sign in to the Dynamics 365 portal using your credentials.
2. Navigate to the Security section from the main menu.
3. Click on the Security roles option from the submenu.
4. Search and select the default security role named "Accounts receivable clerk".
5. Click on the "Privileges" tab from the top menu.
6. Expand the "Journal" privileges section and select the "Payment journal" privilege.
7. Click on the "Customize access levels" button.
8. In the "Access level" dropdown, select "None".
9. Click on the "Add new permissions" button and select the "Customer payment journal" privilege.
10. In the "Access level" dropdown, select "Read".
11. Click on the "Save" button to save the changes.

By following these steps, you have successfully modified the "Accounts receivable clerk" security role to prevent Arnie from adding receivable records to the customer payment journal, using only the default security roles.