How can I restrict a user from changing the Branch without using User Roles, using customization?

Hi ​@mos11 

You can try assigning a default Branch to a user. However, this method will still allow the user to switch to another Branch if granted permission.

The best way is still to use Access Role in the Branch screen and assign the Role used for that Branch to the user on the Users screen.

Best Regards,

NNT

​@nhatnghetinh Thank you for your answer. I want to do it without user restrictions for specific reasons. With a default branch assigned, the user can switch between branches, which does not work for me.

Hi ​@mos11 

Please try the following methods.

1/. Because each Warehouse in Acumatica is tied to a Branch, you can use "Warehouse Access" screen to restrict users from accessing Branches through the Warehouse. 

2/. And because each Cash Account in Acumatica is required to be linked to a Branch, you can use the "GL Account Access" feature to restrict users from accessing Branches through Cash Accounts.

3/. You can also restrict users from accessing Customer, Vendor, and Inventory from restricted Branches using the "Customer Access," "Vendor Access," or “Inventory Item Access” screens.

Best Regards,

NNT

​@nhatnghetinh This is the reason: I don’t want to use restrictions. If I restrict it by branch, I won’t be able to select warehouses or cash accounts from other branches. I want each user to have only one branch, but still be able to select all warehouses.

​@mos11 This can be achieved by mapping the user account to specific branches. You can either revoke permissions for other branches or explicitly grant access only to the required branches

Hi ​@mos11 

I understand your root purpose.

Best Regards,

NNT

​@Manikanta Dhulipudi I want to do this with customization. Do you have any idea how?

​@mos11 

You can implement a customization to enforce development logic that restricts branch access on transaction screens.

For example, in the User setup, you can add a custom field called “Branch Access” (True/False).

If Branch Access = False for a user, the system will restrict them from changing the Branch on transaction screens such as Sales Orders, Purchase Orders, and other relevant documents.

This can be achieved by working with the development team to implement logic that disables or validates the Branch field based on the user’s setting.

Customizing all screens is not recommended initially. As a first phase, it is best to apply this logic only to limited and critical transaction screens, and then extend it further if required.

​@Manikanta Dhulipudi How do I do it? Which event should I use? I can’t catch the moment when the branch is changed to prevent it.