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I have a client who has 6 seperate companies but doesn't like the fact these 6 companies share the same inventory. Has anyone found a way or created a customization to limit the inventory access to specific customer based on their company or restriction access?
Just limiting which Inventory IDs (SKUs) are visible in certain companies?
No, limiting which items a specific customer can purchase (Sales Order). Right now ACU shares inventory between all companies and branches. My client has customer to one of their companies but not the others. We are trying to find a way to restrict a specific group of items which customer #1 can buy but customer #2 cannot buy.
@andrew-smith That's a tough one. I'm trying to think of something using the ADD ITEMS button, Customer Part Numbers, or Customer Pricing, but I can't come up with anything unfortunately.
I am surprised this hasn't been a request with other clients. I couldn't find anything on your forum or the Acumatica community. Do you think a customization could be built to handle this?
Hi @andrew-smith,
As long as you have a way to partition which Items need to be seen by which companies/customers, you should be able to override the selector on SOLine.inventoryID. Then, depending on which customer is on the SO, you can only see the items available to them as defined by the selector.
Wyatt-erp is talking about a customization, I'm almost certain and manipulating the code. Restriction groups do this work for the portal, since the customer is now tied to a user. The ability to do this is on the portal where the customer places orders directly is only pretty recent, so apparently there is not much demand for restricting products by customer, which is shocking to me. Wish I could help more, but did want to mention the portal for anyone else out there. Good luck.
@nmri Neat, I had looked at restriction groups for this but didn't see any link between items and baccounts, but the customers being users on the portal is a great workaround. Simpler than customizing the selector logic, too.