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Restrict Project selection upon Employee login while issuing Inventory Items

  • 16 January 2022
  • 5 replies
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Userlevel 2
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Hi, 

We need to restrict Project selection while issuing Inventory Items. 

For Instance, 

 

System show all the projects when open the project in line level. 

In business scenario customer assign one employee for few particular projects or one project.

(Max 2 projects).

Requirement is when appropriate Employee login and select the project while issue items, 

system should show those specific projects.

 

Regards

Nethupul

 

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Best answer by Naveen Boga 16 January 2022, 08:01

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Userlevel 7
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Hi @NAthukorala47  As per my knowledge, OOB, In the Issues screen Project ID column will show all the Active projects based on the Visibility settings.

OOB, we have don’t have any feature to restrict  the Projects based on the Inventory ID, and to achieve this it may requires the customization.

Userlevel 2
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Dear Naveen, 

Understood and thanks for the feedback.

As per your technical knowledge which customized level , could you categories it? Simple one or difficult one?

Main Requirement is base on Employee Id need to restrict the project selection.

 

Regards

Nethupul

 

Userlevel 7
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Hi Nethupul,

This is NOT a complex customization, we need to override the Project ID selector filed and load the projects based on the Employee restriction.

Userlevel 2
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Dear Naveen, 

 

Thanks for the Information will do accordingly.

 

Regards

Nethupul

Userlevel 7
Badge +8

Hi @NAthukorala47 

You can use ‘Project access’ (PM102000) restriction group which allows you assign one or more Projects to specific users. Users should be able to see only those Projects on Project lookup on detail line Project column. 

Refer to this documentation link:

https://help-2021r2.acumatica.com/(W(7))/Wiki/ShowWiki.aspx?pageid=153cba21-ff36-4723-bc26-c845974616f4

https://help-2021r2.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=acb29e28-bbd7-4e7d-8f1d-984b580e47a8

Hope this helps as an alternative to customization. 

Regards,

 

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