Skip to main content
Business Central forum
Suggested answer

Options to restrict user access to 'subcontractor' Vendor (against 'supplier' Vendor) and purchase documents

editSubscribe (0) ShareShare
ReportReport
Posted on by 272

Hi everyone,

The requirement is to restrict Business Central user access to Sub-contract type vendors and associated purchase invoice and posted purchase invoices and only Finance AP team members can access these vendors.  What is the best practice per your experience?  Thank you.

On Vendor Card, there is a customized field called Vendor Type and values are Sub-contractor and Supplier.

The options (I) that I tried is leverage Permission Set by setting up security filter (vendor type='Supplier') on Vendor table.  Users with that permission set can not view subcontractor vendors nor purchase invoices for subcontractor vendors.  The problems is user can view posted purchase invoices for both supplier and sub-contractor, which not meet the requirements 100%.  

Another options (II) is to use the Responsibility Center = Supplier and assign non-AP user RC=Supplier on Purchase document on User Setup page so that these group of users are not able to view purchase documents of sub-contractors.

It seems that option (I) + (II) are the complete solution.  One of the concern is the native purpose of RC is not designed for restricting user access and might cause future issue.  What is the best practice to manage such a request?  Your help is appreciated.  Thank you for all your help in advance. 

Categories:
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,395 on at
    RE: Options to restrict user access to 'subcontractor' Vendor (against 'supplier' Vendor) and purchase documents

    Hi

    Out of the box you covered all solutions. I cannot think of any other method (except development). the other is to use 3rd party app such as below

    appsource.microsoft.com/.../PUBID.fenwicksoftware|AID.fg03|PAPPID.9c635c18-e65b-4aba-b78c-e35552de4c60

    appsource.microsoft.com/.../PUBID.efoqus-5058796|AID.security|PAPPID.7c4b9095-058f-4464-a4d0-104cc305e68c

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,066 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,585 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans