Restriction Groups by Branch

Form ID: (GL103020)

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

You can create restriction groups for managing the visibility of branches and general ledger accounts by using the GL Accounts by Branch Access (GL103040) form, and for managing the visibility of branches and subaccounts by using the Subaccounts by Branch Access (GL103060) form.

Important: Restriction groups configured for branches do not affect the visibility of projects that have these branches specified on the Summary tab of the Projects (PM301000) form. You can manage the visibility of projects to particular users by creating restriction groups on the Project Access (PM102000) form. For more information on configuring access for projects, see Project Security.

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

CAUTION: By restricting the visibility of accounts, subaccounts, and branches, you also restrict the visibility of the cash accounts that are linked to the restricted entities. We recommend that you carefully configure restriction groups that contain accounts, subaccounts, and branches because including these entities in different restriction groups may block the processing of the associated cash accounts.

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 branch for which you want to view or edit its membership in restriction groups. You can also view the posting ledger of the selected branch.


Element	Description
Branch	The branch of your organization whose membership in restriction groups you want to view (and edit, if needed) in the table.
Posting Ledger	Read-only. The default posting ledger for the selected branch. The system fills in this box automatically once you select a branch, based on the settings established on the Inter-Branch Account Mapping (GL101010) 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 branch. You can select and clear these check boxes to change the membership of the branch in restriction groups.

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


Column	Description
Included	An unlabeled check box that indicates (if selected) that the selected entity is included in the restriction group.
Group Name	Read-only. The name of the restriction group.
Description	Read-only. The description of the restriction group.
Active	Read-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 Type	Read-only. The type of the restriction group: A, A Inverse, B, or B Inverse. For more information, see Types of Restriction Groups.