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Small and medium business | Business Central, N...
Suggested Answer

Permission table 270 bank account needed for Sales persons

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Posted on by 33
When a sales person wants to create a new sales quote or sales order, they need READ-permission for table 270 Bank account. With that table they have also access to our own bank account information, where they can find our saldo as well and make some liquiditation reports. Of course we don't want them to do that. But the table is needed for adding the customer bank accounts into the sales order. Is there another way to solve this? 
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  • Suggested answer
    YUN ZHU Profile Picture
    99,084 Super User 2026 Season 1 on at
    Hi, how about excluding the permissions of Bank Account List (371, List)?
     
    Hope this helps.
    Thanks.
    ZHU
  • Community member Profile Picture
    17 on at
    HI  ,
     
    Can we connect over the email? 
     
     
    Thank you,
  • KasparsSemjonovs Profile Picture
    4,817 Super User 2026 Season 1 on at
    You can try to give Indirect permissions to read that table.
    Other option as ZHU mentioned is to exclude (or don't add) permissions for Page 371 - Bank Account List. (and also Bank account card page)
  • Nathalie K Profile Picture
    33 on at
    Thanks for all the response!
     
    Indirect is unfortunately not working.
     
    In my permission set I have Incuding Page -  All objects of the type Page. So page 371 (list) isn't that easy to exclude. What do you suggest for that?
     
  • Suggested answer
    KasparsSemjonovs Profile Picture
    4,817 Super User 2026 Season 1 on at
    If You use 0, then it cannot be simply excluded. 
    There is no easy solution for this:
    either create a permission set with all the pages as separate lines (then on other permissions You can include this whole permission set, but exclude specific pages)
    Or create a customization, that would block this page based on some setup, either in User Setup, or in User Card, or that is it allowed only if user has specific permission set.

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