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Question

screen level branch access

  • Nov 8, 2026 5:01 PM UTC
  • 3 replies
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Please mention how can we allow the screen level branch access permissions .

My Scenario is,

  • Consider the user already have branch “A” access permissions for all other screens. I need to allow access to branch “A / B / C ”  for only the identified screen.

3 replies

jhouser
Captain II
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  • Captain II
  • Nov 8, 2026 7:16 PM UTC

Unfortunately I don't believe this is an option. Branch access is not screen specific. 

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mohammadnawaz51
Varsity I
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​@Godawela Acumatica does not provide a standard configuration to give the same user Branch A access on all screens and Branch A/B/C access on only one selected screen

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Steve Milner
Varsity III
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  • Varsity III
  • Nov 9, 2026 4:46 PM UTC

@Godawela jhouser and mohammadnawaz51 are right: there's no setting for this. Branch access comes from the user's roles. Each branch on Branches (CS102000) has an Access Role, and the user gets every branch whose role they hold. If the screen is a generic inquiry, the GI has no option to widen that either.

The way around it is a customization. A developer builds a custom inquiry screen and runs its select inside PXReadBranchRestrictedScope, passing the organization and branch IDs with restrictByAccessRights: false. The query is then limited to exactly those branches, whatever the user's roles allow. Leave that flag at its default and the scope only narrows to branches the user already has. Acumatica's own tax reporting and intercompany code use the same scope. Checked against 2026 R2, and the same parameter is there back to 2025 R1.

Anyone who can open that screen sees B and C data, so restrict the screen by role.

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