Restrict Suppliers, Tax Codes, and WHT Codes to a Country

Overview

You can now limit the use of Suppliers, Tax Codes, and WHT Codes to those employees that have access to the offices in that country. For example, if an Australian employee would like to use a US based Supplier, they would not be able to unless they had access to an office in the United States.

Set Up Requirement

Navigate to the Set Up Files menu > Offices. Click on a specific office to display it. Select a country for this office from the Country drop down list.

Restricting by Office

You can restrict use of a Supplier, Tax Code, or WHT Code by a specific Office.

Restricting By Country

You can restrict Suppliers, Tax Codes, and WHT Codes to a Country, or in other words, a group of offices. When the Default Office field is left blank for the record type, you can select from the countries linked to the offices. 

Navigate to the Set Up Files menu > Offices. We can see that only a select few countries have been linked for the offices we have set up (Figure 1).

Figure 1

Now, navigate to the Master Files menu > Suppliers and display a Supplier. If the Default Office field is blank, the only valid Restrict to Country options are those found in Figure 1.

Figure 2

Using Figure 1 and Figure 2 above as an example, we will set the Restrict to Country field to United States for supplier ABC. 

Once set, every employee with access to any of the offices below, with country United States, will be able to use supplier ABC.