Restricting all users from posting

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Posted on by M bilal

Good afternoon,

Our current process involves manually updating allowed TO and FROM posting date fields for each user in the USER SETUP each month. We needed some efficient way to update posting periods in such a way that it should be applied to all the users at once.

For that what I did is I configured the 'Allow Posting From' & 'Allow Posting to' dates on the General Ledger setup as follows:

And my 'User Setup' as follows:

Now I should not be able to post any sales/purchases-related transactions with a posting date of 9/1/2023 but when I tried to do so I got this message and clicking on 'Yes' resulted in the posting of sales invoices.

Can you help me with this?

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Dynamics 365 Business Central

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Suggested answer

YUN ZHU 74,115 Super User 2024 Season 2 on at

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Restricting all users from posting

In fact, there are three places to set this, and you can adjust it according to your needs.

General Journal Templates > User Setup > General Ledger Setup.

More details: https://yzhums.com/31052/

Hope this helps.

Thanks.

ZHU
Verified answer

Ben Baxter 4,964 Super User 2024 Season 2 on at

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Restricting all users from posting

I can't see your pictures, but the General Ledger Setup card has the global allowable posting start/end dates. The User Setup table is to define the exceptions to what is defined in the Gen. Led. Setup. The User Setup fields should be blank, except for your accounting users that may need to make adjustments into a past period. The User Setup table will override your Gen. Led. Setup values.

Hopefully this makes your monthly process a little easier!

Be sure to mark this as a Verified Answer to help other Users find the solution quickly.

Best Regards,

Ben Baxter

Accent Software Inc