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Security Filters - Business Central

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Posted on by CU23062341-0

I want to include a security filter for the purchase line table. With the filter, user should be able to access a specific list of items and specific set of GL accounts.

I attempted to achieve this by including both items and GL accounts in security filter in the same permission set and different permission sets. With both the approaches, when user selects items in purchase lines, system shows an error "A security filter has been applied to table Purchase Line. You cannot access records that are outside this filter".

Is it possible to have a security filter for both items and GL accounts at the same time and how?

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Dynamics 365 Business Central

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Mustafa Omerbegović 1,473 Super User 2025 Season 2 on at

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Hello,

It may be a better option to set a security filter on the Items and Chart of Accounts tables, not on the purchase line. If you exclude items from the item table on the permission set, then the users will not be able to see them when they want to populate the purchase line.

I have the same setup for Vendor. The client wants to filter out every vendor that starts with 3* for some users. Works great.

Greetings, Mustafa

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Mansi Soni 8,909 Super User 2025 Season 2 on at

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Hello, In Business Central, security filters can apply to specific fields in a table and combine conditions using AND logic. So, if you try to apply filters for both Items and G/L Accounts on the Purchase Line table, the system expects a single record to match both conditions at the same time. But in reality, a purchase line is either for an item or for a G/L account - not both - so this setup doesn’t work and leads to that error you're seeing.

To handle this, the best approach is to create separate permission sets: one that filters items and another that filters G/L accounts. Then, assign them based on what the user actually needs access to. Unfortunately, Business Central doesn’t support OR logic in security filters, so combining both filters in one set won’t work.

Hope this will help you to resolve it!

Regards,
Mansi Soni

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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In your case, don't apply it to the Purchase Line. Apply the security filter to the Item and G/L Accounts table. However, this will make the users only able to see the filtered Item and G/L Accounts on all areas (not just purchase).

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Gerardo Rentería Ga... 25,373 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Hide Confidential Records with Security in Business Central - Sharing The Righter Way - Cynthiapriebe.com

Best Regards
Gerardo

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YUN ZHU 95,748 Super User 2025 Season 2 on at

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Or you could consider customizing it, so you can add some default filters.

More details: Dynamics 365 Business Central: How to make some filters mandatory on the list page (users can not change or remove)

https://yzhums.com/8427/

Thanks.

ZHU

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