I’m working on a requirement in Acumatica ERP where I need to restrict certain basic or master data by company. By default, this data is shared across companies, but in my case, it needs to be company specific.
There are multiple instances where this applies, not just the examples below:
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Salespersons → used in Sales Orders / Invoices
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Staff → used in Appointments / Service Orders
My current approach is to add a Company ID field to each of these master records and then modify filters in the relevant screens using PXRestrictor to only show data for the current company.
However, since this logic needs to be implemented in many places, I’m looking for a more centralized or scalable approach to handle this requirement.
Is there a recommended way in Acumatica to control or restrict shared data by company without having to manually filter it in every screen?
