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2 Companies Single tenant - but do not want to share customers, vendors etc.

  • 1 August 2024
  • 1 reply
  • 36 views

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the two companies need to have independent Customers, Vendors, invoices, PO etc…  How can this be setup

 

 

Best answer by lauraj46

Hi @sspencer ,

You can accomplish this by using Customer and Vendor Visibility Restriction.  You may need to enable this feature for your instance.  After that, you restrict visibility on the Financial tab of customers and vendors.   You can also specify the visibility on the Customer Class and Vendor Class screens.

 

More details are available here:

https://help.acumatica.com/(W(12))/Help?ScreenId=ShowWiki&pageid=6970e27d-8e67-4241-b386-9361af4c355a

Hope this helps!

Laura

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lauraj46
Captain II
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  • Captain II
  • August 1, 2024

Hi @sspencer ,

You can accomplish this by using Customer and Vendor Visibility Restriction.  You may need to enable this feature for your instance.  After that, you restrict visibility on the Financial tab of customers and vendors.   You can also specify the visibility on the Customer Class and Vendor Class screens.

 

More details are available here:

https://help.acumatica.com/(W(12))/Help?ScreenId=ShowWiki&pageid=6970e27d-8e67-4241-b386-9361af4c355a

Hope this helps!

Laura


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