Specific batch name for a specific user

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Posted on by Feras

Hello

in journals (purchase journal for example) i have created many batches and each batch is assinged for a specific user.

i am looking for a way that i can give access for each user to his / her own batch for purchase journal screen so each user wont be able to insert transaction on others batches.

although permission sets are kind of complicated process to work on, but i tried to use the security filter option to filter on that particular batch, however, it didnt work well as whenever i insert a value in the security filter something wrong happens on the purchase journal screen that stops viewing the data. it actually remove all the batches from there.

any suggestions for an easy approach to follow?

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Hello,

I think you have two options;

1. Try to solve the problem with record level security: msdn.microsoft.com/.../how-to--set-security-filters.

2. Customize Extension the General Journal Batch. For example, add a new field to the General Journal Batches to select the owner user and on opening the journal filter to the current user id.

Hope this helps.

Thanks,

Steve