Ideas for Acumatica

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New Row Level Screen: Project by Branch Access

It's common for a Construction company to have multiple profit centers setup as separate Branches under one Company with Company Type of With Branches Not Requiring Balancing. These profit centers might be setup by location, by line of business, etc. Then there are various Projects being worked on across the various Profit Centers.

When entering transactions against one of these profit centers (Branches), it would be nice if the list of Projects could be filtered to only display Projects that belong to the Branch on the transaction being entered.

It might be too restrictive to filter the Project Lookup to only display Projects where the Branch field on the Projects (PM301000) screen matches the Branch on the transaction being entered.

But what about introducing a new Row Level Security screen called Project by Branch Access? It would be similar to the current GL Accounts by Branch Access (GL103040) screen, except the tabs would be BRANCHES and PROJECTS rather than BRANCHES and ACCOUNTS.

  • Tim Rodman
  • Jul 14 2020
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