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Restriction to Vendor Class

  • 29 March 2023
  • 2 replies
  • 156 views

I would like to understand how do I restrict certain vendor class so user is disallowed to select that restricted vendor class when creating a vendor master

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Best answer by vkumar 29 March 2023, 10:11

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Userlevel 7
Badge +12

Hi @hari35 

Can you check tim Suggestionshttps://www.augforums.com/forums/everything-else/restricting-vendor-details-on-business-accounts/

 

 

Checkout similar example 

 https://www.germinit.com/how-to-restrict-the-visibility-of-inventory-items-item-classes-to-users-in-acumatica/

Userlevel 7
Badge +11

Hi @hari35 

There is no option to ‘restrict’ access to a ‘Vendor class’ or to ‘Deactivate’ a vendor class, so that its not available for selection while creating new vendors. 

Here is what you can do as workaround,

  • create a dummy branch under one of your company
  • restrict visibility of such vendor classes to above branch

This way, it should not be accessible when one tries create new vendor on any other Company/ branch (active ones).

I have not tested this, you may check at your end. 

Regards,

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