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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / purchasing agent
Small and medium business | Business Central, N...
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purchasing agent

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Posted on by bert L 85

Hi,

I assigned the role purchasing agent to a external trader.

I only want to see him the vendors he works with.  How can I hide the others?  (I've tryed with salespeople/purchasers and on the vendorcard select the appropriate code, but he can still see all the vendors)

Thank you!

Kind regards,

Bert

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • bert L Profile Picture
    bert L 85 on at

    bump

  • Verified answer
    TWBlaisdell Profile Picture
    TWBlaisdell on at

    Hi Bert L,

    Thank you for posting on the Microsoft Dynamics 365 Business Central Forum.

    With Vendor specific record view filtering control, there would need to be defined security filters. You can find Documentation at the following link: 

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

    pastedimage1593450626462v1.png

    Responsiblity Centers is a feature within Business Central and NAV that allows for viewing filtered document lists.  In the User Setup, you can define a Responsibility Center filter.  Then, assign Vendors to the Responsibiity Centers to align the Vendor on the Purchase side and Customers on the Sales side.  Only the related Responsibility Center related Documents will be shown to the User.   docs.microsoft.com/.../inventory-responsibility-centers

    I hope the information helps you move forward. 

    Best Regards

    Tom

  • Suggested answer
    Jose Azevedo Profile Picture
    Jose Azevedo 4 on at

    Hi Bert,

    After assigning Purchase Agent to a user, no filter is made regarding Vendor Data.

    The best option using standard D365BC, is to assign the user to a new Permission Set. Under this new Permission Set, we have several lines to detail all the permissions. For the lines that you want to apply a filter (I would say Vendor, Purchase Header tables), you should add a filter under Security Filter field.

    This field allow to setup an filter regarding the content of the data (For example: Purchaser Code = AA).

    Please keep in mind, that this security filter should be applied to all tables where you want to apply the filter.

    Thank you!

    Regards,

    Jose Azevedo

  • bert L Profile Picture
    bert L 85 on at

    Thank you Tom.  

    Problem solved.

  • bert L Profile Picture
    bert L 85 on at

    Thank you Jose, problem solved!

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