Creating company from branch and clean up transactions / profiles

Hi ​@sarahbibelhausen 

Just to confirm - when you create a new Company in the same tenant, are you seeing that data such as:
+ Customers
+ Vendors
+ Inventory Items
+ Other master data or profiles

are automatically appearing in the new Company?

If so, this is usually caused by Shared Tables configuration, not because transactional data is being copied.

If your goal is to prevent certain users from seeing specific master data (such as Customers, Vendors, or Inventory Items), you may consider using Row Level Security.

You can go to Row Level Security and configure restrictions for the data that you do not want certain users to see, such as:

+ Customer Access
+ Vendor Access
+ Inventory Item Access
+ Warehouse Access
+ Other master data groups

This allows you to keep the data in the system while controlling which users can view or access it.

Best Regards,

NNT

​@sarahbibelhausen In Acumatica ERP, a Company is a top-level tenant container. When you create a new company inside the same tenant, the system doesn’t create a “blank shell”—it clones configuration and often transactional context depending on setup, especially if you’re using snapshots or company templates. You cannot move existing transactional data from one company into a branch of another company. Branches are subdivisions within the same company, not containers for migrating existing company-level data.