feat: company-wise restriction for Item, Customer and Supplier masters (#57124)

erpnext/buying/doctype/supplier/supplier.js

@@ -3,6 +3,9 @@
 
 frappe.ui.form.on("Supplier", {
 	setup: function (frm) {
+		frm.set_query("allowed_companies", () => ({
+			query: "erpnext.stock.doctype.company_restriction.company_restriction.company_query",
+		}));
 		frm.set_query("default_price_list", { buying: 1 });
 		if (frm.doc.__islocal == 1) {
 			frm.set_value("represents_company", "");

erpnext/buying/doctype/supplier/supplier.json

@@ -54,6 +54,8 @@
   "tax_withholding_category",
   "tax_withholding_group",
   "settings_tab",
+  "company_restrictions_section",
+  "allowed_companies",
   "invoice_settings_section",
   "is_transporter",
   "allow_purchase_invoice_creation_without_purchase_order",
@@ -425,6 +427,20 @@
    "fieldtype": "Tab Break",
    "label": "Settings"
   },
+  {
+   "fieldname": "company_restrictions_section",
+   "fieldtype": "Section Break",
+   "label": "Company Restrictions",
+   "description": "If set, this Supplier is only available for transactions in the listed companies. Leave empty for no restriction.",
+   "depends_on": "eval:cint(frappe.sys_defaults.enable_company_wise_masters)"
+  },
+  {
+   "fieldname": "allowed_companies",
+   "fieldtype": "Table MultiSelect",
+   "label": "Allowed Companies",
+   "options": "Company Restriction",
+   "depends_on": "eval:cint(frappe.sys_defaults.enable_company_wise_masters)"
+  },
   {
    "fieldname": "contact_and_address_tab",
    "fieldtype": "Tab Break",
@@ -562,7 +578,7 @@
    "link_fieldname": "party"
   }
  ],
- "modified": "2026-06-27 16:12:33.190257",
+ "modified": "2026-07-14 21:00:00.000000",
  "modified_by": "Administrator",
  "module": "Buying",
  "name": "Supplier",

erpnext/buying/doctype/supplier/supplier.py

@@ -17,6 +17,7 @@ from erpnext.accounts.party import (
 	validate_party_currency_before_merging,
 )
 from erpnext.controllers.website_list_for_contact import add_role_for_portal_user
+from erpnext.stock.doctype.company_restriction.company_restriction import validate_allowed_companies
 from erpnext.utilities.transaction_base import TransactionBase
 
 
@@ -36,12 +37,14 @@ class Supplier(TransactionBase):
 		from erpnext.buying.doctype.customer_number_at_supplier.customer_number_at_supplier import (
 			CustomerNumberAtSupplier,
 		)
+		from erpnext.stock.doctype.company_restriction.company_restriction import CompanyRestriction
 		from erpnext.utilities.doctype.portal_user.portal_user import PortalUser
 
 		accounts: DF.Table[PartyAccount]
 		alias: DF.Data | None
 		allow_purchase_invoice_creation_without_purchase_order: DF.Check
 		allow_purchase_invoice_creation_without_purchase_receipt: DF.Check
+		allowed_companies: DF.TableMultiSelect[CompanyRestriction]
 		companies: DF.Table[AllowedToTransactWith]
 		country: DF.Link | None
 		customer_numbers: DF.Table[CustomerNumberAtSupplier]
@@ -146,6 +149,7 @@ class Supplier(TransactionBase):
 		self.validate_internal_supplier()
 		self.add_role_for_user()
 		self.validate_currency_for_receivable_payable_and_advance_account()
+		validate_allowed_companies(self)
 
 	@frappe.whitelist()
 	def get_supplier_group_details(self):

erpnext/hooks.py

@@ -307,6 +307,18 @@ sounds = [
 
 has_upload_permission = {"Employee": "erpnext.setup.doctype.employee.employee.has_upload_permission"}
 
+permission_query_conditions = {
+	"Item": "erpnext.stock.doctype.company_restriction.company_restriction.get_permission_query_conditions",
+	"Customer": "erpnext.stock.doctype.company_restriction.company_restriction.get_permission_query_conditions",
+	"Supplier": "erpnext.stock.doctype.company_restriction.company_restriction.get_permission_query_conditions",
+}
+
+has_permission = {
+	"Item": "erpnext.stock.doctype.company_restriction.company_restriction.has_permission",
+	"Customer": "erpnext.stock.doctype.company_restriction.company_restriction.has_permission",
+	"Supplier": "erpnext.stock.doctype.company_restriction.company_restriction.has_permission",
+}
+
 has_website_permission = {
 	"Sales Order": "erpnext.controllers.website_list_for_contact.has_website_permission",
 	"Quotation": "erpnext.controllers.website_list_for_contact.has_website_permission",

erpnext/selling/doctype/customer/customer.js

@@ -3,6 +3,9 @@
 
 frappe.ui.form.on("Customer", {
 	setup: function (frm) {
+		frm.set_query("allowed_companies", () => ({
+			query: "erpnext.stock.doctype.company_restriction.company_restriction.company_query",
+		}));
 		frm.custom_make_buttons = {
 			Opportunity: "Opportunity",
 			Quotation: "Quotation",

erpnext/selling/doctype/customer/customer.json

@@ -4,7 +4,7 @@
  "allow_import": 1,
  "allow_rename": 1,
  "autoname": "naming_series:",
- "creation": "2013-06-11 14:26:44",
+ "creation": "2026-07-14 12:46:50.256889",
  "description": "Buyer of Goods and Services.",
  "doctype": "DocType",
  "document_type": "Setup",
@@ -65,6 +65,9 @@
   "tax_withholding_group",
   "tax_withholding_category",
   "settings_tab",
+  "company_restrictions_section",
+  "allowed_companies",
+  "section_break_ario",
   "so_required",
   "dn_required",
   "column_break_53",
@@ -512,6 +515,20 @@
    "fieldtype": "Tab Break",
    "label": "Settings"
   },
+  {
+   "description": "If set, this Customer is only available for transactions in the listed companies. Leave empty for no restriction.",
+   "fieldname": "company_restrictions_section",
+   "fieldtype": "Section Break",
+   "label": "Company Restrictions",
+   "depends_on": "eval:cint(frappe.sys_defaults.enable_company_wise_masters)"
+  },
+  {
+   "fieldname": "allowed_companies",
+   "fieldtype": "Table MultiSelect",
+   "label": "Allowed Companies",
+   "options": "Company Restriction",
+   "depends_on": "eval:cint(frappe.sys_defaults.enable_company_wise_masters)"
+  },
   {
    "collapsible": 1,
    "collapsible_depends_on": "default_sales_partner",
@@ -683,6 +700,10 @@
    "label": "Alias",
    "no_copy": 1,
    "unique": 1
+  },
+  {
+   "fieldname": "section_break_ario",
+   "fieldtype": "Section Break"
   }
  ],
  "icon": "fa fa-user",
@@ -696,7 +717,7 @@
    "link_fieldname": "party"
   }
  ],
- "modified": "2026-06-27 16:12:10.457900",
+ "modified": "2026-07-14 21:00:00.000000",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Customer",

erpnext/selling/doctype/customer/customer.py

@@ -25,6 +25,7 @@ from erpnext.accounts.party import (
 	validate_party_currency_before_merging,
 )
 from erpnext.controllers.website_list_for_contact import add_role_for_portal_user
+from erpnext.stock.doctype.company_restriction.company_restriction import validate_allowed_companies
 from erpnext.utilities.transaction_base import TransactionBase
 
 from .mapper import (
@@ -51,11 +52,13 @@ class Customer(TransactionBase):
 		from erpnext.selling.doctype.supplier_number_at_customer.supplier_number_at_customer import (
 			SupplierNumberAtCustomer,
 		)
+		from erpnext.stock.doctype.company_restriction.company_restriction import CompanyRestriction
 		from erpnext.utilities.doctype.portal_user.portal_user import PortalUser
 
 		account_manager: DF.Link | None
 		accounts: DF.Table[PartyAccount]
 		alias: DF.Data | None
+		allowed_companies: DF.TableMultiSelect[CompanyRestriction]
 		companies: DF.Table[AllowedToTransactWith]
 		credit_limits: DF.Table[CustomerCreditLimit]
 		customer_details: DF.Text | None
@@ -186,6 +189,7 @@ class Customer(TransactionBase):
 		self.validate_internal_customer()
 		self.add_role_for_user()
 		self.validate_currency_for_receivable_payable_and_advance_account()
+		validate_allowed_companies(self)
 
 		# set loyalty program tier
 		if not self.is_new() and (customer := self.get_doc_before_save()):

erpnext/setup/doctype/global_defaults/global_defaults.json

@@ -5,16 +5,20 @@
  "doctype": "DocType",
  "engine": "InnoDB",
  "field_order": [
+  "defaults_section",
   "default_company",
   "country",
-  "default_distance_unit",
   "column_break_8",
   "default_currency",
+  "default_distance_unit",
+  "demo_company",
+  "general_settings_section",
   "hide_currency_symbol",
   "disable_rounded_total",
   "disable_in_words",
+  "column_break_hnew",
   "use_posting_datetime_for_naming_documents",
-  "demo_company"
+  "enable_company_wise_masters"
  ],
  "fields": [
   {
@@ -27,7 +31,7 @@
   {
    "fieldname": "country",
    "fieldtype": "Link",
-   "label": "Country",
+   "label": "Default Country",
    "options": "Country"
   },
   {
@@ -88,6 +92,27 @@
    "fieldname": "use_posting_datetime_for_naming_documents",
    "fieldtype": "Check",
    "label": "Use Posting Datetime for Naming Documents"
+  },
+  {
+   "default": "0",
+   "description": "When enabled, Supplier, Customer, and Item records can be restricted to specific companies via their <b>Allowed Companies</b> table. Transactions will only show masters configured for the selected company.",
+   "fieldname": "enable_company_wise_masters",
+   "fieldtype": "Check",
+   "label": "Enable Company-wise Master Filtering"
+  },
+  {
+   "fieldname": "defaults_section",
+   "fieldtype": "Section Break",
+   "label": "Defaults"
+  },
+  {
+   "fieldname": "general_settings_section",
+   "fieldtype": "Section Break",
+   "label": "General Settings"
+  },
+  {
+   "fieldname": "column_break_hnew",
+   "fieldtype": "Column Break"
   }
  ],
  "grid_page_length": 50,
@@ -96,7 +121,7 @@
  "in_create": 1,
  "issingle": 1,
  "links": [],
- "modified": "2026-07-14 13:37:46.177444",
+ "modified": "2026-07-14 15:18:25.829886",
  "modified_by": "Administrator",
  "module": "Setup",
  "name": "Global Defaults",

erpnext/setup/doctype/global_defaults/global_defaults.py

@@ -18,6 +18,7 @@ keydict = {
 	"account_url": "account_url",
 	"disable_rounded_total": "disable_rounded_total",
 	"disable_in_words": "disable_in_words",
+	"enable_company_wise_masters": "enable_company_wise_masters",
 }
 
 ROUNDED_TOTAL_DOCTYPES = (
@@ -51,6 +52,7 @@ class GlobalDefaults(Document):
 		demo_company: DF.Link | None
 		disable_in_words: DF.Check
 		disable_rounded_total: DF.Check
+		enable_company_wise_masters: DF.Check
 		hide_currency_symbol: DF.Literal["", "No", "Yes"]
 		use_posting_datetime_for_naming_documents: DF.Check
 	# end: auto-generated types

erpnext/stock/doctype/company_restriction/company_restriction.json

@@ -0,0 +1,39 @@
+{
+ "actions": [],
+ "allow_bulk_edit": 1,
+ "allow_rename": 1,
+ "creation": "2026-07-13 21:39:49.805859",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "company"
+ ],
+ "fields": [
+  {
+   "allow_on_submit": 1,
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "ignore_user_permissions": 1,
+   "in_list_view": 1,
+   "label": "Company",
+   "options": "Company",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-07-14 00:15:00.000000",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Company Restriction",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

erpnext/stock/doctype/company_restriction/company_restriction.py

@@ -0,0 +1,116 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from pypika.terms import Bracket, ExistsCriterion
+
+
+class CompanyRestriction(Document):
+	# begin: auto-generated types
+	# This code is auto-generated. Do not modify anything in this block.
+
+	from typing import TYPE_CHECKING
+
+	if TYPE_CHECKING:
+		from frappe.types import DF
+
+		company: DF.Link
+		parent: DF.Data
+		parentfield: DF.Data
+		parenttype: DF.Data
+	# end: auto-generated types
+
+
+def get_allowed_companies(user, doctype):
+	from frappe.permissions import get_allowed_docs_for_doctype, get_user_permissions
+
+	if not frappe.get_single_value("Global Defaults", "enable_company_wise_masters"):
+		return None
+
+	user_permissions = get_user_permissions(user or frappe.session.user)
+	if "Company" not in user_permissions:
+		return None
+	return get_allowed_docs_for_doctype(user_permissions["Company"], doctype) or None
+
+
+def get_permission_query_conditions(user, doctype=None):
+	if not doctype:
+		return None
+
+	allowed_companies = get_allowed_companies(user, doctype)
+	if not allowed_companies:
+		return None
+
+	parent = frappe.qb.DocType(doctype)
+	restriction = frappe.qb.DocType("Company Restriction")
+	restriction_rows = (
+		frappe.qb.from_(restriction)
+		.select(restriction.name)
+		.where(
+			(restriction.parenttype == doctype)
+			& (restriction.parentfield == "allowed_companies")
+			& (restriction.parent == parent.name)
+		)
+	)
+	allowed_rows = restriction_rows.where(restriction.company.isin(allowed_companies))
+	return Bracket(ExistsCriterion(allowed_rows) | ExistsCriterion(restriction_rows).negate())
+
+
+def has_permission(doc, ptype=None, user=None):
+	allowed_companies = get_allowed_companies(user, doc.doctype)
+	if not allowed_companies:
+		return True
+
+	companies = [row.company for row in doc.get("allowed_companies") or []]
+	if not companies:
+		return True
+	return any(company in allowed_companies for company in companies)
+
+
+def validate_allowed_companies(doc):
+	if doc.flags.ignore_permissions:
+		return
+
+	allowed_companies = get_allowed_companies(frappe.session.user, doc.doctype)
+	if not allowed_companies:
+		return
+
+	previous_companies = set()
+	if previous_doc := doc.get_doc_before_save():
+		previous_companies = {row.company for row in previous_doc.get("allowed_companies") or []}
+
+	current_companies = {row.company for row in doc.get("allowed_companies") or []}
+	for company in current_companies.symmetric_difference(previous_companies):
+		if company not in allowed_companies:
+			frappe.throw(
+				_("You are not permitted to add or remove Company {0} in Allowed Companies").format(company),
+				frappe.PermissionError,
+			)
+
+
+@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
+def company_query(
+	doctype: str,
+	txt: str,
+	searchfield: str,
+	start: int,
+	page_len: int,
+	filters: dict | str | None = None,
+):
+	filters = frappe.parse_json(filters) if filters else {}
+	if isinstance(filters, list):
+		filters.append(["Company", "name", "like", f"%{txt}%"])
+	else:
+		filters["name"] = ("like", f"%{txt}%")
+
+	return frappe.get_list(
+		"Company",
+		filters=filters,
+		limit_start=start,
+		limit_page_length=page_len,
+		order_by="name",
+		as_list=True,
+	)

erpnext/stock/doctype/item/item.js

@@ -59,6 +59,9 @@ frappe.ui.form.on("Item", {
 	},
 
 	setup: function (frm) {
+		frm.set_query("allowed_companies", () => ({
+			query: "erpnext.stock.doctype.company_restriction.company_restriction.company_query",
+		}));
 		frm.add_fetch("attribute", "numeric_values", "numeric_values");
 		frm.add_fetch("attribute", "from_range", "from_range");
 		frm.add_fetch("attribute", "to_range", "to_range");

erpnext/stock/doctype/item/item.json

@@ -3,7 +3,7 @@
  "allow_import": 1,
  "allow_rename": 1,
  "autoname": "field:item_code",
- "creation": "2026-02-02 14:41:23.105228",
+ "creation": "2026-07-13 23:00:47.512490",
  "description": "A Product or a Service that is bought, sold or kept in stock.",
  "doctype": "DocType",
  "document_type": "Setup",
@@ -40,6 +40,8 @@
   "over_delivery_receipt_allowance",
   "column_break_wugd",
   "over_billing_allowance",
+  "company_restrictions_section",
+  "allowed_companies",
   "section_break_11",
   "brand",
   "description",
@@ -240,7 +242,6 @@
    "description": "ERPNext will make a stock ledger entry for each transaction of this item. Keep unchecked for non-stock or service items.",
    "fieldname": "is_stock_item",
    "fieldtype": "Check",
-   "in_list_view": 0,
    "label": "Maintain Stock",
    "oldfieldname": "is_stock_item",
    "oldfieldtype": "Select",
@@ -281,9 +282,9 @@
    "description": "Enable if this item is a company asset like machinery or furniture.",
    "fieldname": "is_fixed_asset",
    "fieldtype": "Check",
+   "in_list_view": 1,
    "label": "Is Fixed Asset",
-   "read_only_depends_on": "eval:doc.is_stock_item",
-   "in_list_view": 1
+   "read_only_depends_on": "eval:doc.is_stock_item"
   },
   {
    "allow_in_quick_entry": 1,
@@ -596,7 +597,7 @@
    "oldfieldtype": "Currency"
   },
   {
-   "description": "Minimum stock level to maintain as a buffer. Used to calculate recommended reorder level: Reorder Level = Safety Stock + (Average Daily Consumption × Lead Time).",
+   "description": "Minimum stock level to maintain as a buffer. Used to calculate recommended reorder level: Reorder Level = Safety Stock + (Average Daily Consumption \u00d7 Lead Time).",
    "fieldname": "safety_stock",
    "fieldtype": "Float",
    "label": "Safety Stock",
@@ -699,9 +700,9 @@
    "description": "Allow this item to be used in sales transactions.",
    "fieldname": "is_sales_item",
    "fieldtype": "Check",
+   "in_list_view": 1,
    "label": "Allow Sales",
-   "show_description_on_click": 1,
-   "in_list_view": 1
+   "show_description_on_click": 1
   },
   {
    "fieldname": "column_break3",
@@ -1084,6 +1085,20 @@
    "fieldname": "item_prices_column",
    "fieldtype": "Column Break",
    "label": "Item Prices"
+  },
+  {
+   "fieldname": "company_restrictions_section",
+   "fieldtype": "Section Break",
+   "label": "Company Restrictions",
+   "description": "If set, this Item is only available for transactions in the listed companies. Leave empty for no restriction.",
+   "depends_on": "eval:cint(frappe.sys_defaults.enable_company_wise_masters)"
+  },
+  {
+   "fieldname": "allowed_companies",
+   "fieldtype": "Table MultiSelect",
+   "label": "Allowed Companies",
+   "options": "Company Restriction",
+   "depends_on": "eval:cint(frappe.sys_defaults.enable_company_wise_masters)"
   }
  ],
  "icon": "fa fa-tag",
@@ -1091,7 +1106,7 @@
  "image_field": "image",
  "links": [],
  "make_attachments_public": 1,
- "modified": "2026-07-05 23:24:45.734144",
+ "modified": "2026-07-14 21:00:00.000000",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Item",

erpnext/stock/doctype/item/item.py

@@ -30,6 +30,7 @@ from erpnext.controllers.item_variant import (
 	make_variant_item_code,
 	validate_item_variant_attributes,
 )
+from erpnext.stock.doctype.company_restriction.company_restriction import validate_allowed_companies
 from erpnext.stock.doctype.item_default.item_default import ItemDefault
 from erpnext.stock.serial_batch_bundle import SerialBatchCreation
 from erpnext.stock.utils import get_valuation_method
@@ -60,6 +61,7 @@ class Item(Document):
 	if TYPE_CHECKING:
 		from frappe.types import DF
 
+		from erpnext.stock.doctype.company_restriction.company_restriction import CompanyRestriction
 		from erpnext.stock.doctype.item_barcode.item_barcode import ItemBarcode
 		from erpnext.stock.doctype.item_customer_detail.item_customer_detail import ItemCustomerDetail
 		from erpnext.stock.doctype.item_default.item_default import ItemDefault
@@ -71,6 +73,7 @@ class Item(Document):
 
 		allow_alternative_item: DF.Check
 		allow_negative_stock: DF.Check
+		allowed_companies: DF.TableMultiSelect[CompanyRestriction]
 		asset_category: DF.Link | None
 		asset_naming_series: DF.Literal[None]
 		attributes: DF.Table[ItemVariantAttribute]
@@ -242,6 +245,7 @@ class Item(Document):
 		self.validate_serialized_change_with_bundle()
 		self.validate_standard_cost_change()
 		self.validate_item_tax_net_rate_range()
+		validate_allowed_companies(self)
 
 		if not self.is_new():
 			self.old_item_group = frappe.db.get_value(self.doctype, self.name, "item_group")