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Small and medium business | Business Central, N...
Answered

how to lock my journal

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Posted on by 153
Hi all,
 
Is there a way I can lock my journal batch without anyone changing the details? I often sometimes prepare my journal batch but I might not be ready to post yet, but I have seen in the past where people will change my journal details.
 
Is there a way I can secure it, and don't let others into it or when I am in the journal it doesn't allows others into the same batch.
 
Thank you!
I have the same question (0)
  • Suggested answer
    Suresh Kulla Profile Picture
    50,243 Super User 2025 Season 2 on at
    It requires some customization; you can create a boolean function in the batch to restrict user access, or you can also use Security Filters on that table to prevent users from accessing it.
     
     
  • Verified answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    14,284 Super User 2025 Season 2 on at
    You can configure the Security Filter to prevent other users from seeing your batch; however, I don't recommend it.
     
    My suggestion is to create a batch with your name. That way, everyone will know that they are not supposed to touch your batch.
  • Ramesh Kumar Profile Picture
    7,527 Super User 2025 Season 2 on at
    've checked all the available fields, and I don't see an option for it. However, with a little customization, you can achieve it.
     
     
    Thanks
    Ramesh
     
    If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
  • Suggested answer
    YUN ZHU Profile Picture
    95,331 Super User 2025 Season 2 on at
    It is indeed possible to do it using Security Filter, but this requires setting up a lot of permission sets.
    I also recommend doing a simple customization, and I hope the information below can give you some tips.
     
     
    Thanks
    ZHU
  • Suggested answer
    Jainam M. Kothari Profile Picture
    15,631 Super User 2025 Season 2 on at
    Hello,
     
    Yes, I Do Agree with Teddy Herryanto that rather than Using Security Filter, you can create a New Journal batch for you and Do transactions in your batch so another person will not modify.
     
    Or you need to do Customization for the same.
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    20,275 Super User 2025 Season 2 on at
    To lock your journal batch in Business Central, you can create a separate batch with your name, use Security Filters to limit access, or add a simple custom rule to block others from editing.
  • Gerardo Rentería García Profile Picture
    25,169 Most Valuable Professional on at

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