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Allow user to post all kinds of documents & disallow from watching general ledger entries

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Posted on by elusiveferret

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Hi,

Is it any way so user can post packing lists, invoices, transfer shipments/receipt etc. and not allowed to see the general ledger entries/chart of account entries?

Thanks in advance

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Dynamics 365 Business Central

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Gerardo Rentería Ga... 25,217 Most Valuable Professional on at

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Hi

You could do this by setting appropriate permissions to the user.

Here are some links of interest that could give you some light.

How to use Permission Set Filtering in Dynamics 365 Business Central - Boyer & Associates (boyerassoc.com)

Dynamics NAV/Dynamics 365 Business Central Remove Access to General Ledger Entries with standard Permission Sets - RSM Technology (rsmus.com)

how do Hide Chart of Accounts , GL entries and GL account page from users (dynamics.com)

Best Regards

Gerardo

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KasparsSemjonovs 4,764 Super User 2025 Season 2 on at

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Have You tried to give the user permission to G/L entries - and all values set as Indirect?

I know in some processes there are checks that user has specific permissions, even not always they are truly needed. If you cannot manage to do this via permission set-ups, You can ask Your partner/developer - to create a custom button and separate posting process, that would have those permissions.

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