Stopping users from inserting G/L accounts in purchase lines

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Posted on by AleAlonso

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Hello,

I need to stop users from being able to insert G/L account in purchase lines. They should still be able to read, modify and delete purchase lines. I have tried a couple of things, but can't get it to work as wanted.

Can anybody help?

Thanks

Alejandra

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Dynamics 365 Business Central

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Ben Baxter 6,575 Super User 2025 Season 2 on at

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Excluding access to the G/L Account TableData via Permissions will make it where the G/L Account lookup is a blank list, they won't be able to select an Account.

Let me know if this resolves your question. If so, please mark it as a Verified Solution.

Best Regards,

Ben Baxter

Accent Software Inc

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

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We have developed an free app for the same purpose, please check this link

https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.ternpointsolutionslp1646362401442%7CAID.advanceddirectposting%7CPAPPID.2baa221c-3fb8-45a3-88ca-cabe3bbf9cb9?tab=Overview

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Nitin Verma 21,698 Moderator on at

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Hi,

You can try this code.

tableextension 50100 PurchaseLineTableExt extends "Purchase Line" { fields { modify("G/L Account No.") { trigger OnBeforeValidate() begin if Rec."G/L Account No." <> xRec."G/L Account No." then Error('You cannot modify the G/L Account No. on purchase lines.'); end; } } }

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Khushbu Rajvi. 20,347 Super User 2025 Season 2 on at

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Hope this provide some hint:https://community.dynamics.com/forums/thread/details/?threadid=b5f003e8-a11b-40fd-9fba-0022980b45d0

https://www.dynamicsuser.net/t/restrict-posting-of-gl-accounts-based-on-the-user/39728

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

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Hi, I think using Security Filters should be the easiest way, which does not require customization.

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

Hope this helps.

Thanks.

ZHU

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

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Removing edit and modify permissions from the permission set would be the easiest way.

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/administration-special-permission-sets

If this helped you, please check the box Does this answer your question?

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

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Certainly! To restrict users from inserting G/L accounts in purchase lines while still allowing them to read, modify, and delete purchase lines in Business Central, you can follow these steps:

Permission Sets:

Create a new permission set that excludes access to the G/L Account TableData. This will prevent users from being able to select or insert G/L accounts in purchase lines.

Go to Permissions in Business Central and create a new permission set.

Add the necessary permissions for reading, modifying, and deleting purchase lines.

Exclude the G/L Account TableData by setting the permissions to None for Insert.

Assign Permission Sets:

Assign the newly created permission set to the users who should have restricted access.

Ensure that these users do not have other permission sets that might override these restrictions.

Form Customization:

Customize the purchase line form to hide or disable the G/L account field for the specific user roles. This can be done through the form design options in Business Central.

Validation:

Test the setup by logging in as a user with the restricted permission set to ensure they cannot insert G/L accounts but can still read, modify, and delete purchase lines.

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CU11021601-0 4 on at

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As per my understanding of your question you want to restrict user from adding other than FA & Item type in purchase invoice line before posting,

you can extend purchase invoice subfom page and write your logic inside oninsert & on modify trigger.

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AleAlonso 305 on at

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Hi all,

Many thanks for all your help. I did not want to use code or removing permission to GL accounts. I managed to do it with two permission sets and a security filter, the first one insert only access with security filter: type not equal G/L account in table data 39

Second permission set indirect insert permission to table data 39

Thanks

Alejandra

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