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Purchase invoice entry - limit accounts on lookup

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Posted on by julietrose

Is it possible to limit the accounts on the list when looking them up on a purchase invoice? I tried to use the filter but it didn't stay. Is there a setting when creating a G/L account where you can tell it to only be available in the purchase area?

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keoma 32,727 on at

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RE: Purchase invoice entry - limit accounts on lookup

security filters is an opion, but could have sideeffects on other processes. needs detailed testing.

other option would be to add a new bool field "for purchase only" in table "g/l account" and pages "g/l account" and list page "g/l accounts". you could then filter by that new field.
Andy Sather on at

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RE: Purchase invoice entry - limit accounts on lookup

Hello Julie - You should be able to accomplish this using Security Filters. Below is the doc on this feature:

docs.microsoft.com/.../security-filters