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Permissions

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Posted on by peter fun

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I want to assign permissions to one of my users so that they can only create and post purchase invoices, but cannot create and post purchase orders.

Secondly, the user should not be able to create or post any journals, but should only be able to create lines and post entries in the payment journal.

Please guide me on how I can handle both of these things through permissions.

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Dynamics 365 Business Central

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Tom_Gioielli 2,995 Super User 2026 Season 1 on at

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This sounds to me like more of a Business Central issue, not Customer Service or CRM. Moving over to that forum so hopefully someone can help you.

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Dhiren Nagar 1,987 Super User 2026 Season 1 on at

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Hi,

I think in your requirement, if a user has permission to create record there is also permission to post you want to give to the user. So it will not be much complecated.

You just need to remove or exclude the permission of pages for e.g. Purchase order and list page for PO, General Journal, Cash Receipt journal page etc. Allow all other permission.

https://yzhums.com/30562/

Regards,

Dhiren.

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Khushbu Rajvi. 21,537 Super User 2026 Season 1 on at

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Standard permission sets alone are often not granular enough, so custom permission sets and controlled journal batches are typically required.

https://community.dynamics.com/forums/thread/details/?threadid=b483e0c4-4260-4476-96fa-6ee5b43c019f

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OussamaSabbouh 10,135 Super User 2026 Season 1 on at

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Hello,

You cannot fully separate Purchase Invoices from Purchase Orders using permissions alone because both use the same Purchase Header/Line tables, so the correct approach is to assign purchase invoice permissions only (e.g. D365 PURCH INV, EDIT) and remove Purchase Order pages/actions via a custom Profile or Role Center, optionally hard-blocking the Purchase Order page with a small page extension; for journals, the requirement is achievable via permissions by assigning D365 PAYM JOURNAL, EDIT plus D365 G/L POSTING, while not assigning any generic journal permission sets (General, Item, FA, etc.) and restricting access to only the Payment Journal template, which ensures the user can create and post payment journal lines but cannot access or post any other journal types.

Regards,

Oussama Sabbouh

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YUN ZHU 97,544 Super User 2026 Season 1 on at

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Hi, You can also use the following function to record the permissions you need.

Dynamics 365 Business Central: How to create or modify permissions by recording your actions (Record Permissions)

https://yzhums.com/10068/

Thanks

ZHU

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