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Row Level Security - Restrict item classes by Customer Class

  • 19 September 2024
  • 2 replies
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debbiereed72
Jr Varsity III
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We want to be able to restrict selling certain item classes based on the customer class.  I have been trying to do this via row restrictions, but am not finding a way to set this up.  Anyone ever try this sort of restriction?  Thank you.

Best answer by nhatnghetinh

Hi @debbiereed72 

Currently, as far as I know, it is not possible to Restrict item classes by Customer Class in Acumatica
But I think of a way to create a warning as below:

+ Create Non-stock Item: Warning item (purpose of warning)

 

+ Create Discount Codes with Discount Type: Group and Applicable To: Customer Price Class and Item Price Class


+ Create Discounts with Discount Codes as above

 

 

 

 

 

 

+ Testing: create Sales Orders

 

Best Regards,

NNT

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2 replies

nhatnghetinh
Captain II
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  • Captain II
  • 356 replies
  • Answer
  • September 20, 2024

Hi @debbiereed72 

Currently, as far as I know, it is not possible to Restrict item classes by Customer Class in Acumatica
But I think of a way to create a warning as below:

+ Create Non-stock Item: Warning item (purpose of warning)

 

+ Create Discount Codes with Discount Type: Group and Applicable To: Customer Price Class and Item Price Class


+ Create Discounts with Discount Codes as above

 

 

 

 

 

 

+ Testing: create Sales Orders

 

Best Regards,

NNT


debbiereed72
Jr Varsity III
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  • Author
  • Jr Varsity III
  • 88 replies
  • September 20, 2024

@nhatnghetinh  thank you for the suggestion.


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