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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Journal Approval
Finance | Project Operations, Human Resources, ...
Suggested answer

Journal Approval

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Posted on by Asif Khan
i have created a separate journal for customer payments & in /blocking/ also attached a group so that the journal remains private to the specific group, now i want some users to only enter data in the journal & allow only one user to post the journal without using workflow functionality. looking forward to community answers
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Journal Approval
    Hi,
    Posting restrictions determine whether specific users or user groups can post only journals that they create. Posting restrictions are set up for journal names. Use the Journal names form to specify posting restrictions for each journal name that you want to use the posting restrictions for. For more details, you can view the link below: Set up posting restrictions | Microsoft Learn
    Best Regards,
    Hana
  • Asif Khan Profile Picture
    Asif Khan on at
    Journal Approval
    Ramit & Billur thanks for your responses & time.
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 17,153 Most Valuable Professional on at
    Journal Approval
    You can setup posting restrictions as well for to prevent posting
  • Asif Khan Profile Picture
    Asif Khan on at
    Journal Approval
    Ms Billur, then whats the use of posting restriction?
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 17,153 Most Valuable Professional on at
    Journal Approval
    For to enter data to journal you can use the user groups but to hide the post button you need to setup the security for this purpose
  • Asif Khan Profile Picture
    Asif Khan on at
    Journal Approval
    Ramit I want both functionalities for the specific journal, I want a group of users to enter data in the specific journal & hide it from other users but I want only one user to post the journal.
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,375 Most Valuable Professional on at
    Journal Approval
    Hi,
     
    Your requirement can't be met with private for user group as Billur Mentioned.
     
    You can enable posting restrictions to cater this.
     
  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 17,153 Most Valuable Professional on at
    Journal Approval
    Hi,
     
    From the security setup, you can remove the users to post button and you can just give this privilage to one spesific user.

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