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Posted on by KP-30071324-0

Hi,

I want to set up a permission set where all accounts will be displayed on the chart of accounts page, but I will not be able to open G/L entries of selected accounts. Is it possible? If I use the security filter on the data of table 15, the account disappears from the chart of accounts this is also good solution but I consider if it's different way to secure these records?

Regards Kinga

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Administration and permissions

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YUN ZHU 69,639 Super User 2024 Season 2 on at

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If customization is not considered, this can only be achieved by using the Security Filter function mentioned by the two experts above.

PS: Dynamics 365 Business Central: Entering Criteria in Filters (Not equal to multiple criteria)

https://yzhums.com/34064/

Thanks.

ZHU
KP-30071324-0 13 on at

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I mean a situation where the user can enter the ledger entries of all accounts except for e.g., account numbers 401-01 and 70-01-01.

Kinga
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YUN ZHU 69,639 Super User 2024 Season 2 on at

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I think it is enough to just restrict the permissions of the General Ledger Entries (20, List) page. This way users can see the amounts, but cannot open General Ledger Entries.

Hope this helps.

Thanks.

ZHU
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gdrenteria 9,472 Most Valuable Professional on at

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Hi

According to what was indicated by our colleague. Here I also give you some useful links.

Using Security Filters in Business Central - Business Central | Microsoft Learn

Dynamics 365 Business Central: Using Security Filters and SecurityFiltering Property | Dynamics 365 Lab (yzhums.com)

Dynamics 365 Business Central: Using Security Filters to Limit Data – DvlprLife.com

BR

GR
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Valentin Castravet 22,181 Super User 2024 Season 2 on at

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I would instead use security filters on the G/L Entry (17) Table, or hide this table entirely if users don't need to see the G/L Entries for any accounts.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/