Restricting specific series/modules from posting to a GL account or range of accounts

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Posted on by Community Member Microsoft Employee

How do I restrict posting to a GL account from only one module or series altogether? In the account maintenance window you can specify the level of posting from Series, but the only two options are "Detail or Summary"...."None" is not an option.

I would like to restrict the "Purchasing" Series to not be able to post to our range of "Sales" GL accounts only and can not figure out how to do it. I tried to exclude "Purchasing" from the "Include in Lookup" setting on the account maintenance screen, but it does not prevent users from selecting the account in GL distribution when entering a payables invoice in the Purchasing module.

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Bill Campbell on at

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RE: Restricting specific series/modules from posting to a GL account or range of accounts

Matt we had a similar issue with users accessing and posting to GL accounts for Payroll and this seemed to work for us.

Our client asked us to restrict access to Accounts specific for Executive Payroll and the Account Level security appears to have been the 'easy' solution.

Good choice.
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MattPaulen 6,912 on at

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RE: Restricting specific series/modules from posting to a GL account or range of accounts

While I don't think there is something built in that will do exactly what you are looking for, you may want to check out Account Level Security. You could restrict accounts to groups of users, for example only the AP users would have access to AP related accounts, etc.

Here's a blog on how to set it up: mohdaoud.blogspot.in/.../dynamics-gp-account-level-security_109.html