Skip to main content
Solved

How to prevent selecting certain invoices in Invcoice Entry using customization?

  • January 28, 2026
  • 1 reply
  • 53 views
mos11
Freshman I
Forum|alt.badge.img

I want to change the Invoice main document view and add a condition with a join so that I select only those invoices that belong to the branch set as the current logged-in user’s DefBranchID in UserPreferences.

Best answer by Marat43

Hi,

Have you tried this approach?
 

   [PXViewName("AR Invoice/Memo")]
   [PXCopyPasteHiddenFields(new Type[] { typeof(ARInvoice.invoiceNbr) }, FieldsToShowInSimpleImport = new Type[] { typeof(ARInvoice.invoiceNbr) })]
   public SelectFrom<ARInvoice>. LeftJoin<Customer>. On<Customer.bAccountID.IsEqual<ARInvoice.customerID>>
       .LeftJoin<UserPreferences>
.On<UserPreferences.userID.IsEqual<AccessInfo.userID.FromCurrent>>
.Where<ARInvoice.docType.IsEqual<Optional<ARInvoice.docType>>.And<ARInvoice.origModule.IsEqual<BatchModule.moduleAR>
.Or<ARInvoice.origModule.IsEqual<BatchModule.moduleEP>>
.Or<ARInvoice.released.IsEqual<True>>>.And<Customer.bAccountID.IsNull.Or<Match<Customer, AccessInfo.userName.FromCurrent>>>
       .And<ARInvoice.branchID.IsEqual<UserPreferences.defBranchID>
       .Or<UserPreferences.defBranchID.IsNull>>>.View Document;

 

    1 reply

    M
    Jr Varsity I
    Forum|alt.badge.img
    • Marat43
    • Jr Varsity I
    • Answer
    • January 28, 2026

    Hi,

    Have you tried this approach?
     

       [PXViewName("AR Invoice/Memo")]
       [PXCopyPasteHiddenFields(new Type[] { typeof(ARInvoice.invoiceNbr) }, FieldsToShowInSimpleImport = new Type[] { typeof(ARInvoice.invoiceNbr) })]
       public SelectFrom<ARInvoice>. LeftJoin<Customer>. On<Customer.bAccountID.IsEqual<ARInvoice.customerID>>
           .LeftJoin<UserPreferences>
    .On<UserPreferences.userID.IsEqual<AccessInfo.userID.FromCurrent>>
    .Where<ARInvoice.docType.IsEqual<Optional<ARInvoice.docType>>.And<ARInvoice.origModule.IsEqual<BatchModule.moduleAR>
    .Or<ARInvoice.origModule.IsEqual<BatchModule.moduleEP>>
    .Or<ARInvoice.released.IsEqual<True>>>.And<Customer.bAccountID.IsNull.Or<Match<Customer, AccessInfo.userName.FromCurrent>>>
           .And<ARInvoice.branchID.IsEqual<UserPreferences.defBranchID>
           .Or<UserPreferences.defBranchID.IsNull>>>.View Document;

     

      Terms & ConditionsCookie settingsAccessibility statement
      About Acumatica ERP system
      Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
      © 2008 — 2024  Acumatica, Inc. All rights reserved