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Small and medium business | Business Central, N...
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Payment Journal Restriction

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Posted on by 275

Hey,

I am in need of assistance for restricting users on Payment Journals on a permission set but they have to be able to use the general journal still, I tried a security filter on General Journal but no luck.  Any help would be awesome!
Thanks,

I have the same question (0)
  • Suggested answer
    Vaishnavi J Profile Picture
    3,062 on at

    Hi

    First create a copy of the permission sets and then set security filter on table data of general journal line based on template name "PAYMENT" and then assign this copied permission set to that user.

    pastedimage1644377663916v1.png

    pastedimage1644378030745v3.png

    Please ensure that the user does not have any other permission sets which has permission of RIMD on table data on General Journal line.

    other wise it will overrule.

    So this will allow the users to access only the payment journal page and not any other journal page.

    If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much.

  • Trublu849 Profile Picture
    275 on at

    You are the best!  Worked like a charm...Thank you VERY MUCH!!!!

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