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Restriction to Vendor Class


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

Best answer by vkumar

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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2 replies

Manikanta Dhulipudi
Captain II
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  • Acumatica Support Team
  • 871 replies
  • Answer
  • March 29, 2023

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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