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Is the a way to globally filter data to a specific value of a dimension ?

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Posted on by FP-19091138-0

Here is my problem...

We have several purchasers in different departments.
Each of these purchaser has the same functional rights in the system:

Create a sales quote
Do the reception
Create an incoming document
...

We want to limit their vision to their own department (a specific dimension).

I know I can create a specific "permission set" and add a filter to it to limit the view. But, using this method, I need to add a filter on multiple tables in the permission set and repeat the operation by creating a new permission set for each department (~20 differents dimensions).

Is there an easy way to globally limit a user's access to a specific dimension?

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Dynamics 365 Business Central

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gdrenteria 12,290 Most Valuable Professional on at

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Is the a way to globally filter data to a specific value of a dimension ?

Hi

To add some more information

Functional Tip: How does Business Central assign priority to Responsibility Centres? – Chris D'silva's Blog – Dynamics NAV & D365 Business Central (wordpress.com)

RESPONSIBILITY CENTERS IN D365BC (navisionfunctionalexpert.com)

Best

GR
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Valentin Castravet 24,910 Super User 2024 Season 2 on at

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Is the a way to globally filter data to a specific value of a dimension ?

Personally I still recommend using responsibility centers as appropriate for your case, as they are essentially designed for this purpose in the system. With responsibility centers, each user can only view master data, such as vendors and purchase documents, that are linked to their own responsibility center.

The only caveat is that you'll need to create responsibility centers that align with your dimensions. Additionally, if you need to restrict a user to their own department for functional areas outside of purchasing, responsibility centers won’t work out of the box and in that case you can keep using dimensions and customize the system. For instance, you might want to limit their view in the general ledger or similar areas.
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YUN ZHU 74,036 Super User 2024 Season 2 on at

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Is the a way to globally filter data to a specific value of a dimension ?

Hi, As far as I know, it is not possible to do it in the standard functions.

If you don't use Security Filter, you can only consider customization.

Thanks.

ZHU
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Valentin Castravet 24,910 Super User 2024 Season 2 on at

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Is the a way to globally filter data to a specific value of a dimension ?

This is typically accomplished using responsibility centers and not dimensions. You would simply setup responsibility centers that mimic your dimensions. - How to work with responsibility centers - Business Central | Microsoft Learn

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/