HI @ebevan 

There is nothing currently out of the box that does by territory. 

It looks like it will be in 2023R2

https://help.acumatica.com/(W(15))/Wiki/ShowWiki.aspx?pageid=ff7123d0-0b1f-4f82-9aa8-cdf64dd74b48

On the release notes, page 11

http://acumatica-builds.s3.amazonaws.com/builds/23.2/ReleaseNotes/AcumaticaERP_2023R2_ReleaseNotes_full.pdf

Thank you for your quick reply.

I have access to it in 23R2 already, I was wondering if anybody knew if you can restrict user access based on these territories. For example you have four territories, ‘North’, ‘South’, ‘East’ and ‘West’. I would like to set up the system so that the users in ‘North’ can only see their leads/opps and would not be able to see the leads/opps of ‘South’, ‘East’ or ‘West’.

It appears that you can by States and create them that way by adding the state to those parameters

Hi Kandy,

The example given above shows how you can link a territory to a State.

I can’t see how this relates to using the new Territories feature as a restriction group.

It does not look like it is possible.

Thanks

territory by ZIP code would be needed as well! STATES and COUNTRIES is too broad!