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This is not so much a restriction requirement but more of a design requirement.

When you have multiple companies in one tenant and you have access to all of them it would be great if the only data that you see on the screen pertains to the company that you have selected at the top.

Now, you see transactions, customers, vendors for all companies irrespective of the selected company.  It does lead to mistakes and it does not demo well.

 

Thanks

 

Hello,

You can enable Customer and Vendor visibility restriction and this does apply based on the logged in branch.  This doesn’t solve all the issues you’ve listed above, but does address some of the points you raised.  

Here’s the Acumatica Documentation from the customer side (Vendors works in the same way):  https://help.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=2828845f-1fd4-4c37-806e-3406cb57b72e

I did a video on this when they released the vendor side of things in 2021 (Customer restriction existed a few versions before that) 

You can also restrict cash accounts by branch on the Cash Accounts form to prevent picking incorrect bank accounts based on the logged in branch.

But other than that, if a user has access to multiple branches, they will be able to see all data for all the branches they have access to on any screen.  For reports, most will default to the logged in branch and you can add various filters by branch onto generic inquiries to make it easier to see just information for a single branch at a time.

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