Items vs User

[Khalid Abdu Said]

Hi,

We have more than one company in ERPnext. I need to restrict items maintained in one company to be available only for the respective user in the same company in what so ever documents. In Items master, Quotation, Sales Order etc. Like wise one company user should not have an access for items, customer, employee and supplier of other company.

Khalid

[Anand Doshi]

Khalid,

ERPNext is designed to share these masters among company! You should ideally create separate instances of erpnext for the different companies, as there doesn't seem to be any advantage in using the same ERPNext instance for multiple companies in your case.

-Anand.

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[wa...@xavierltd.com]

‎Hi Anand, 

Doesn't the permission manager already restrict users to all these docs based on Company field? 

I think it does... or am I missing something? As long as the users all have their respective companies set in their user permissions, I don't see the issue 

Kind regards,
Olawale ‎

From: Anand Doshi Sent: Thursday, September 4, 2014 10:39 AM To: ERPNext User's Forum Reply To: erpnext-u...@googlegroups.com Subject: Re: [erpnext-user-forum] Items vs User

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[Anand Doshi]

Item doctype does not have "Company" field. Also, company field in Customer and Supplier is not something permanent, and can be changed. So, not a good idea.

-Anand.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/20140904100156.5378181.52439.10141%40xavierltd.com.

[wa...@xavierltd.com]

‎Hi Anand, 

I see what you mean. What if a custom field linking the company master is added to these docs and permissions are set accordingly? 

Kind regards,
Olawale 

From: Anand Doshi Sent: Thursday, September 4, 2014 12:05 PM

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[Anand Doshi]

Could be done. But it defeats the purpose of having common Items, Suppliers, etc among companies. Might as well have separate instances, leads to less configuration!

-Anand.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/20140904155933.5378181.56478.10154%40xavierltd.com.

[Khalid Abdu Said]

Hi Annand,

Creating another ideal Erpnext on the same server seems to be more difficult than creating a custom field for company in the item doc. Rather give me some clue or example on how to link items of the same company/warehouse to be accessed only by the same company user. Surely Olawale could lend a hand on this issue too because i can also use the same technique to customers and suppliers as well.

Thanks

Khalid

[Khalid Abdu Said]

Hi Annand,

Creating another ideal Erpnext on the same server seems to be more difficult than creating a custom field for company in the item doc. Rather give me some clue or example on how to link items of the same company/warehouse to be accessed only by the same company user. Surely Olawale could lend a hand on this issue too because i can also use the same technique to customers and suppliers as well. Even though our companies focus on health and pharmaceuticals their difference is more than their commonality

Thanks

Khalid

On Thursday, September 4, 2014 12:01:22 PM UTC+3, Khalid Abdu Said wrote:

[Umair Sayyed]

Khalid,

Please check following for help in setting up restriction on item based on Company of the User. This will require you inserting Custom Field in the item master and updating value in it.

https://erpnext.com/user-guide/setting-up/permissions/user-permissions

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Thanks and Regards,
Umair Sayyed
www.erpnext.com

[Khalid Abdu Said]

Thanks Umair,

It is working!

On Thursday, September 4, 2014 12:01:22 PM UTC+3, Khalid Abdu Said wrote: