Restriction Groups by Customer

Form ID: (AR102010)

On this form, you can view the restriction groups that contain a particular customer account. You can also change the visibility of the customer account in the system by including it in other restriction groups or excluding it from groups that currently contain it.

Note:
You can create restriction groups for managing the visibility of customer accounts by using the Customer Access (AR102000) form.

For more information on restriction groups, see Restriction Groups in MYOB Acumatica.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

In this area, you can select the customer account for which you want to view or edit its membership in restriction groups. You can also view additional information about the selected customer account.

Element Description
Customer ID The customer account, by its identifier whose membership in restriction groups you want to view (and edit, if needed) in the table.
Status Read-only. The status of the selected customer account: Active or Inactive.
Customer Name Read-only. The name of the selected customer, which is specified on the Customers (AR303000) form.

Table

In this table, you can view the full list of restriction groups in the system, along with some basic information about each group. The check box in the unlabeled Included column is selected for each group that contains the customer account. You can select and clear these check boxes to change the membership of the customer account in restriction groups.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

ColumnDescription
IncludedAn unlabeled check box that indicates (if selected) that the selected entity is included in the restriction group.
Group NameRead-only. The name of the restriction group.
DescriptionRead-only. The description of the restriction group.
ActiveRead-only. A check box that indicates (if selected) that the restriction group is active. The system does not enforce restrictions imposed by inactive groups.
Group TypeRead-only. The type of the restriction group: A, A Inverse, B, or B Inverse. For more information, see Types of Restriction Groups.