Restricted Entities

Form ID: (SM201040)

On this form, you can view the restriction groups that contain a particular system entity—such as an inventory item, a general ledger account, or a user—and change the visibility of the entity in the system by including the system entity in other restriction groups or excluding it from groups that currently contain it. If a group includes particular users, only those users can view the group entities. If a group does not include users, the entities of different types included in the group can be used only with group members.

Note:

You can create restriction groups for managing the visibility of a system entity by using the Restriction Groups (SM201030) form or the form intended for entities of this type.

For more information on 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 system entity type and the specific entity for which you want to view or edit its membership in restriction groups.


Element	Description
Entity Type	The type of system entity.
Entity	The particular entity of the type you have selected.

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 Included column is selected for each group that contains the selected entity. You can select and clear these check boxes to change the membership of the system entity in restriction groups.

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


Column	Description
Included	A check box that indicates (if selected) that the entity is included in the restriction group.
Group Name	The name of the restriction group.
Description	The description of the restriction group.
Active	A check box that indicates (if selected) that the restriction group is active. The system does not enforce the restrictions of an inactive group.
Group Type	The type of the restriction group. You can select one of the following types: A, A Inverse, B, or B Inverse. For more information, see Types of Restriction Groups.