how to lock my journal

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Posted on by JG-03022254-0

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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!

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Dynamics 365 Business Central

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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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.

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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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.

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Ramesh Kumar 7,527 Super User 2025 Season 2 on at

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'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.

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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It is indeed possible to do it using Security Filter, but this requires setting up a lot of permission sets.

More details: https://yzhums.com/10133/

I also recommend doing a simple customization, and I hope the information below can give you some tips.

https://yzhums.com/53977/

Thanks
ZHU

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Jainam M. Kothari 15,631 Super User 2025 Season 2 on at

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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.

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Khushbu Rajvi. 20,275 Super User 2025 Season 2 on at

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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.

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Gerardo Rentería Ga... 25,169 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Business Central 2023 wave 2 (BC23): More control over general journal approvals (Approval Status) | Dynamics 365 Lab

How to restrict and allow usage of a record - Business Central | Microsoft Learn

Best Regards
Gerardo

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