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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Permissions
Small and medium business | Business Central, N...
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Permissions

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Posted on by peter fun 543
Hi All,

I need to give a Business Central user permissions to create and post Sales Orders and Sales Credit Memos, and to view Posted Sales Invoices and Posted Sales Credit Memos, but only the documents they created themselves.

The same user must also be able to approve Purchase Invoices created by other users.

When I apply a security filter on Sales Header so the user only sees their own documents, posting fails with an error saying that security filters on Sales Header must be removed.

How can I set up permissions so the user can post Sales Orders, see only their own sales documents, approve other users’ purchase invoices, and avoid the posting error?

Thanks.
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central migration
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  • Suggested answer
    Alex A Profile Picture
    Alex A 2,825 on at
    Permissions
    You can try removing your security filter from the Sales Header table and only leave the security filter on the Sales Invoice Header table. Then test this to see if they can post.
     
    You can always have a developer do customizations in those special circumstances where you can't trust people.
     
    ANSWER:
    For example, you can have a custom Sales Order list page made where the filter is built into the page so that the user only sees their own documents. This will accomplish your desired result. You can do the same for the Posted Sales Invoice list page.
     
    *Two custom list pages with a username filter.
     
     
    Regards
  • peter fun Profile Picture
    peter fun 543 on at
    Permissions
    @ALEX A
    I have tested this and applied security filter only on posted sales invoice header but still getting an error
     
    I want to give user permissions to create and post sales order also sales credit memo but with the condition that he can only see his own created documents

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