Home and warehouse group security

User access to warehouses in the Sales, Purchase, Transfer, and Job Management entry functions can be controlled by settings in SA Operator Setup. A user can access all warehouses, or be limited to a home warehouse, or a home warehouse and a group of warehouses. These options determine from which warehouses an operator can view and select inventory and copy limitations:

  • Home Whse
  • Restrict to Home Warehouse/Group
  • Warehouse Group

This table shows the combination of fields you can use to restrict or expand access to warehouses.

Home and group warehouse settings Restrict to Home Warehouse/Group Copy and transfer functions valid for Warehouse Availability view
Home warehouse only No All warehouses Lists the ARP and all warehouses that have inventory
Home warehouse only Yes Only your home warehouse Lists the ARP and your home warehouse inventory levels
Group warehouse and home warehouse No All warehouses Lists the ARP and all warehouses that have inventory. Your home and group warehouses are labeled.
Group warehouse and home warehouse Yes For sales orders, your home warehouse and warehouses in your warehouse group; for warehouse transfers you can initiate transfers between your home warehouse and warehouses in your group warehouse and an outside warehouse. Lists the ARP and your home and group warehouse inventory levels and, for warehouse transfers, other warehouses that have inventory.
No home warehouse No All warehouses Lists the ARP and all warehouses that have inventory
No home warehouse Yes Not applicable Not applicable

The warehouses that are available to users who create fulfillment orders are also affected by the home warehouse and warehouse group. If these conditions are met, warehouses that are not in the warehouse group are removed from the Warehouse List:

  • Yes is specified in the Restrict to Home Warehouse/Group field
  • A value is specified in the Warehouse Group field.

If a user is restricted to a home warehouse only, the user cannot create fulfillment orders.

Note: The Restrict to Home Warehouse/Group setting does not control whether an operator can run reports for a warehouse in or outside of a specified group. It also does not control warehouse maintenance functions outside of the noted modules, such as Product Unavailable Inventory Entry. Use the Function Security settings in SA Operator Setup to manage users' access to those functions.