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Hello everyone,

I have been trying to setup a restriction for an inventory item by branch, meaning that when a user has branch A selected during Sales Order creation, he is able to add the item to the SO, however if the user has branch B selected, the item is not shown for selection. This item is only manufactured in branch A and shipped directly to customers. The restriction is needed because we have users that enter orders to branches A and B.

I have tried to do this with restriction groups, but only managed to do this with users + inventory item, which is not the case because the user that has access to the item can still include it in the SO when he is in branch B, AKA the wrong branch.

Is there another way to do this that I am not seeing?

Thanks,

Clauber

What Acumatica version are you running?

I am using 2024 R1. Build 24.108.0034.

Hi,

Anybody would be able to shed some light here?

Thanks!

To the best of my knowledge you cannot. One side of all restrictions is User with the exception of Account/Subaccount that can be restricted by Company/Branch.

Ok, I understand. It seemed something that should have been possible and simple enough to do since we already have the capability to do by Account/Subaccount as mentioned.

Thanks!

UPDATE

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I was not able to figure out how to do this on the previous way/scenario so the company actually decided to do it based on default Acumatica behavior.

It will be done using user and items from the Inventory Item Access screen (IN103000).

It would be great to know if anything resembling “GL Accounts by Branch Access” is implemented in the future for Branch and Inventory item, where you can link the inventory item based on the Branch that you are creating your SO from.

Regards,

Clauber

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