Applying Branch Restriction to Customer/Vendor Field in Journal Transactions Screen

Once try this by modifying the Selector

 

#region ReferenceID

[PXDBInt]

[PXUIField(DisplayName = "Customer/Vendor", Enabled = true, Visible = true)]

[PXSelector(

typeof(Search2<

BAccountR.bAccountID,

LeftJoin<Vendor, On<Vendor.bAccountID, Equal<BAccountR.bAccountID>>,

LeftJoin<Customer, On<Customer.bAccountID, Equal<BAccountR.bAccountID>>>>,

Where<

Match<Current<AccessInfo.userName>>,

And<

Where<Vendor.bAccountID, IsNotNull,

Or<Customer.bAccountID, IsNotNull>>>>>>),

SubstituteKey = typeof(BAccountR.acctCD),

DescriptionField = typeof(BAccountR.acctName)

)]

[PXRestrictor(

typeof(Where<

Brackets<

Where<Vendor.bAccountID, IsNull,

Or<MatchWithBranch<Customer, Current<GLTran.branchID>>>>>,

Or<

Where<Customer.bAccountID, IsNull,

Or<MatchWithBranch<Vendor, Current<GLTran.branchID>>>>>>),

"Business Account is not available for the current branch."

)]

[PXCustomizeSelectorColumns(

typeof(BAccountR.acctCD),

typeof(BAccountR.acctName),

typeof(BAccountR.type),

typeof(BAccountR.acctReferenceNbr)

)]

public virtual int? ReferenceID { get; set; }

#endregion

​@Sagar Greytrix You may want to consider making a custom field. Customizing that field to use it for your own purpose could cause issues with the out of the box functionality trying to use the field.

However, have you tried just using the same attribute(s) that are used on the VendorID field that you already know has the desired behavior?

​@Josiah Lisle 

Yes, we have tried using the same attributes and code that are used in the VendorID field in Bills. However, we are still not getting the data filtered based on the branch as expected.

Could you please guide us on what might be missing or if there is any additional configuration required to achieve the same behavior?

​@FarhanaM60 We tried this, but we are getting an error. Also, in Or<MatchWithBranch<Customer, Current<GLTran.branchID>>>>>, the Customer field is giving an error—it does not match any field. Please let me know if you have any solution for this.