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Showing posts from May, 2024

Security Filter in Business Central (Customized Solution)

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Greetings Readers, Two years ago, I completed one implementation project of Business Central in one of Client's Business where there was a business requirement that a user from one Location should not see data or should not be able to process any transaction from other locations. In addition Business had crucial raw materials and vendors data which they do not want to give access to anyone in the company except for few individuals. So to maintain the integrity of data there was need to filter all the records in business central based on Location, Inventory Posting group (for raw material) and Vendor posting group (for Vendor). I tried "Security Filter" in Permission sets feature of Business Central and identified that it had many limitations mentioned in my previous blog  here . In that blog I've explained the use of Security Filter and its limitations. I was not satisfied with the solution as a Consultant and as there was limitation on Cost, Time, and many other fact...

Security Filter in Business Central and its limitations

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Greetings Readers, Today I'll write about a very useful functionality of Business Central - Security Filter in Permission set. Introduction: In Business, many times we come across scenarios where user's rights are restricted to Enter, Access, Modify and Delete, all or some of the data in ERP. These requirements arise during implementation of Standard operating procedures and Delegation of Authority decided by Business and Management. Business central provides Permission set, Profile, Security Group, User setting etc. features to make sure these requirements are taken care of during the implementation. As all these options takes care of Objects and data that a user can access or profiles of the user there is a very important functionality of Security Filter which helps to restrict access to only certain records based on some predefined filter values. Business Use Case: If a business wants to restrict a user's access to customer data then Customer table rights can be restrict...