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Restrict access scenario: Give a user access to specific branch should only view inventory quantity from other branches


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Hi!

I have a specific scenario in MultiCompany/Branch environment related to access rights.

Our customer has 3 different stores and each store has a warehouse related. A user of one store should only have access to warehouse inventory from another store but it should not be able to work in other branch than the one that has been assigned. I dont see a feature that could help me with this (access roles, restriction groups, restrict visibility). 

Does anyone have a configuration like this?

 

Thanks.

Best answer by adilaleem

kandybeatty49 wrote:

Hi @rodrigocid34 

What about giving them Branch access to only those branches they need?

 

Works for me.. Thanks

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14 replies

Manikanta Dhulipudi
Captain II
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Kandy Beatty
Captain II
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  • Captain II
  • 2158 replies
  • October 3, 2022

HI @rodrigocid34 

Along with what @manikantad18  stated, have you looked at Row Level security? Especially for items?

https://help-2022r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=ad9a42c1-ff5d-4298-86d9-683039c18512


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  • Author
  • Varsity III
  • 84 replies
  • October 3, 2022

Thanks but i don't think this'll work. the user need to see all warehouses inventory quantity on hand but it can't switch to another company using the toggle.


Kandy Beatty
Captain II
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  • Captain II
  • 2158 replies
  • October 3, 2022

Hi @rodrigocid34 

What about giving them Branch access to only those branches they need?

 


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  • Author
  • Varsity III
  • 84 replies
  • October 4, 2022

Thank you @kbeatty21 that is the way I configured. Let me explain a little more in detail:

I have a user that has access rights to work in one branch, in the next example is Products Wholesale:

 

And when the user is working a SO, it should be able to see inventory in the branch assigned warehouse and other warehouses:

But, user should not be able to work in another branch or putting in other words, toggle to another branch in the Company/Branch Toggle:

 


michellehesketh58
Jr Varsity II

@rodrigocid34 Did you find a solution to this issue?  We have a customer with similar requirements. Thanks!


mtreske1
Freshman II
  • Freshman II
  • 20 replies
  • April 19, 2023

We have the same requirement--is there a way to allow users of one company to view the inventory of another company/branch without giving them branch access?

We don’t want to give users the ability to work out of warehouses that don’t belong to their branch; however, we want them to be able to view inventory levels in warehouses of other branches.


rcreasy
Varsity I
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  • Varsity I
  • 60 replies
  • October 3, 2023

I have the same need. Is there a solution?


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  • Jr Varsity III
  • 20 replies
  • Answer
  • October 31, 2023
kandybeatty49 wrote:

Hi @rodrigocid34 

What about giving them Branch access to only those branches they need?

 

Works for me.. Thanks


@michellehesketh58 @mtreske1 @rcreasy 

I don’t suppose any of you have found a solution?  We are constantly running into issues where users are adding the incorrect Warehouse to an SO line and selling from Branches that are completely disconnected from the SO source.

Correcting these issues is a nightmare.


  • Freshman I
  • 1 reply
  • July 11, 2024
kevinstudent wrote:

@mtreske1 

I don’t suppose any of you have found a solution?  

I’m not a fan of the solution we implemented, but it’s the only thing that worked given the limitations of Acumatica.

We created a read-only “Warehouse Checker” role that has access to view different warehouse inventory screens. We then created a separate user for each person that needs to check inventory levels in other warehouses but should not be able to sell out of those warehouses.

So each person now has two logins. Their standard user (can only access their own branch) and a “standard user-whc” which has access to every branch’s inventory, but cannot actually do anything.

Yes. It’s a pain. No, I’m not thrilled we have to do this. Hopefully Acumatica gives a better solution to this issue soon.

 


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  • Jr Varsity II
  • 21 replies
  • July 30, 2024

This is disappointing this cannot be accomplished. Leaves a lot of room for errors on the financial side as well.


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Acumaticas handling of branches and warehouse security and defaulting is appalling.


  • Freshman I
  • 10 replies
  • October 16, 2024

I’ll add my name to this list.  We run into this frequently.  Stating the need yet another way, our customer has multiple branches and DOES want their users to be able to cross-fulfill out of any other branch’s warehouse.  We’ve implemented a freight optimizer add-on that searches all the warehouses for the closest fulfillment and re-assigns the warehouse at the SO line. But we DON’T want the users running any reports or even accessing transaction screens (SO, PO, Invoice, Bill) for branches outside their “home” branch. As most of the comments on this thread have shown, we’re also struggling to accomplish that and have tried everything from restriction groups to branch acces.  But once a user has a Branch role assigned, all of their other security roles apply to that branch as well as their home branch, correct?


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