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Security Filters in BC

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Posted on by Tris15

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Hi All

I created permission sets with a security filter linked to all my tables that have the filed location available.

The filters work well until it comes to the requisition worksheets. The current scenario we have:

A user creates a SO for the customer residing in there location, the item and SKU table is exempted from the location security filter, but when the users needs to create a PO from the SO, it specifies that they cannot execute the task because a security filter is assigned to requisition line.

I just need to understand the logic behind this so that I can change my permission sets as needed.

Regards,

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Dynamics 365 Business Central

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Gerardo Rentería Ga... 17,772 Most Valuable Professional on at

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Security Filters in BC

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

Business Central - Security Filters — matalino

Best Regards
Gerardo
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Khushbu Rajvi. 14,835 Super User 2025 Season 1 on at

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Security Filters in BC

Adding more details: https://community.dynamics.com/forums/thread/details/?threadid=b44953a1-f236-4adb-8322-57054a5a94ea

https://community.dynamics.com/forums/thread/details/?threadid=8d78878d-af04-497d-9db6-e3d6f4c1a671

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/security/security-filters

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/attributes/devenv-securityfiltering-attribute
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Jainam M. Kothari 6,567 on at

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Security Filters in BC

Hello,

To resolve this, review and adjust the security filters on the requisition line table and ensure the permission sets allow necessary access without being restricted by these filters.

May this can help : https://yzhums.com/10133/

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/security/security-filters
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Zain Mehmood 3,128 Moderator on at

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Security Filters in BC

Hi,

This happens because the Requisition Line table respects the security filter you've set on the Location field. Even though the Item and SKU tables are excluded, the requisition worksheet needs to evaluate all relevant data across locations to generate suggested POs.

If the user’s permission set includes a Location filter, the system can't access data for other locations, which leads to that security error.

Please try to do following,

You can either remove the Location filter from the Requisition Line table, or

Create a separate permission set without the filter, just for users who need to run the planning/requisition process

Once suggestions are generated, you can reapply stricter filters for other actions.

Hope that helps!

Zain