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Inventory Item Restriction by Branch

  • September 16, 2024
  • 9 replies
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C
Jr Varsity II
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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

Best answer by dannyfisher34

I found a solution to this problem that works.

The approach I used is to create a custom view in SQL called UsrInvItemBranchAccessView which shows whether a branch has access to each InventoryItem. Then I can use this view in the selector or restrictor attribute to hide/restrict the items not allowed in the given branch. 

To set this up you need to set the restrictions to each branch in the Restriction Group by Branch screen.

Then in the Restriction Groups tab of the Inventory Item screen select the groups that the item is restricted to. Using Group Type A allows only the checked groups to us the inventory item.

Note: I am using Group Type A, I did not test this code for other Group Types.

Attached is the customization project that contains the SQL query as well as the DAC and the graph where I setup the InventoryID selector.

 

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Kandy Beatty
Laura02
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angierowley75
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What Acumatica version are you running?

If I have helped you, please ~ *Like* my post. If I have provided an answer to your question, please mark it as *Best Answer* . Thank you!
Chris Hackett
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Jr Varsity II
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  • cvianna
  • Jr Varsity II
  • September 16, 2024

I am using 2024 R1. Build 24.108.0034.

C
Jr Varsity II
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  • cvianna
  • Jr Varsity II
  • September 18, 2024

Hi,

Anybody would be able to shed some light here?

Thanks!

aaghaei
Captain II
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  • aaghaei
  • Captain II
  • September 18, 2024

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.

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
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  • cvianna
  • Jr Varsity II
  • September 19, 2024

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!

C
Jr Varsity II
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  • cvianna
  • Jr Varsity II
  • October 22, 2024

UPDATE

---

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

Chris Hackett
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  • Chris Hackett
    Chris Hackett
dannyfisher34
Freshman II

I found a solution to this problem that works.

The approach I used is to create a custom view in SQL called UsrInvItemBranchAccessView which shows whether a branch has access to each InventoryItem. Then I can use this view in the selector or restrictor attribute to hide/restrict the items not allowed in the given branch. 

To set this up you need to set the restrictions to each branch in the Restriction Group by Branch screen.

Then in the Restriction Groups tab of the Inventory Item screen select the groups that the item is restricted to. Using Group Type A allows only the checked groups to us the inventory item.

Note: I am using Group Type A, I did not test this code for other Group Types.

Attached is the customization project that contains the SQL query as well as the DAC and the graph where I setup the InventoryID selector.

 

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Chris Hackett
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Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • April 9, 2025

Thank you for sharing your solution with the community ​@dannyfisher34!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
dannyfisher34
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    dannyfisher34
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  • cvianna
  • Jr Varsity II
  • April 10, 2025

Hi ​@dannyfisher34,

Thanks for the update, I will check this out.

Chris Hackett
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    Chris Hackett

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