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Permission table 270 bank account needed for Sales persons

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Posted on by Nathalie K

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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Dynamics 365 Business Central

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YUN ZHU 93,438 Super User 2025 Season 2 on at

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Permission table 270 bank account needed for Sales persons

Hi, how about excluding the permissions of Bank Account List (371, List)?

More details: https://yzhums.com/30562/

Hope this helps.

Thanks.

ZHU

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Community member 17 on at

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Permission table 270 bank account needed for Sales persons

HI Nathalie K,

Can we connect over the email?

E: georgeh@vedlogic.com

Thank you,

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KasparsSemjonovs 4,677 Super User 2025 Season 2 on at

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Permission table 270 bank account needed for Sales persons

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)

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Nathalie K 33 on at

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Permission table 270 bank account needed for Sales persons

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?

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KasparsSemjonovs 4,677 Super User 2025 Season 2 on at

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Permission table 270 bank account needed for Sales persons

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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