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Transfer orders

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Posted on by CU29101237-0

how can i let the logged in user only see transfer orders that are coming or leaving his location.the locations are attached to him on the user setup an a user can have like 6 locations

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Umut Dogan Koc 87 on at

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Hello,

It can be done by a development, by putting a filter into "OnOpenPage" trigger.

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Mustafa Omerbegović 1,477 Moderator on at

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Hello,

You can edit permission sets with security filters for the Transfer-from Code field from the Transfer Header table data.

You should create different sets for filtering different Transfer-from Codes, or if one user should use more Transfer-from Codes then you can write Field Filter like 01|02|03.

If users needs to have additional filters for other fields then you can add more fields on this page.

More about security filters you can read on this link.

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/security/security-filters

Greetings

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Jun Wang 8,212 Moderator on at

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This needs to be set up on warehouse employee page. If an user is set up as employee for location A, he'll only see/handle transfer orders for A. If an user is set up for more than one location, you need to choose a default location for that user.

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Valentin Castravet 32,506 Super User 2026 Season 1 on at

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Another option is using the system filters with saved views

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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YUN ZHU 99,974 Super User 2026 Season 1 on at

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As far as I know, Warehouse Employee is only related to Warehouse Management function and will not affect Transfer Order.

For example,

So this can only be done using the customization or Security Filter mentioned by other experts

Hope the following helps as well.

Dynamics 365 Business Central: How to make some filters mandatory on the list page (users can not change or remove)

https://yzhums.com/8427/

Dynamics 365 Business Central: Using Security Filters and SecurityFiltering Property

https://yzhums.com/10133/

Thanks.

ZHU

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