UPDATED: Make users see only their OWN invoices and bills

Question

I want to create a group to Accounting with the purpose of make the users that are in that group , let them see only their OWN invoices, created by them, and restrict the rest of the existing invoices that are NOT created by themselves.

I want to apply this to INVOICES and BILLS

How can I do this? I've tried by creating and adding a group to Accounting and adding some Record Rules like [('user_id','=',user.id)] but it only works for  invoices , not for bills.

UPDATE:  The invoices are working

Gabri · Accepted Answer

I have found a solution. Maybe it's not the perfect answer for this problem but I hope it works for somebody that haves or will have this issue:

https://postimg.cc/k683Wtz2 [1]
https://postimg.cc/gLqCTbYd [2]
https://postimg.cc/tnj0k4G2 [3]
https://postimg.cc/qgsHRy2Y [4]
https://postimg.cc/DSz9BNRk [5]
https://postimg.cc/56fdFy3t [6]
https://postimg.cc/jLvV6Tg4 [7]

I've created a new group, and applied this rules and right accesses. Doing this you are allowing an specific user only to see the

Sarath Babu · Answer

Hello,
you can add a `record.rules` with domain filter ['|',('user_id','=',user.id),('user_id','=',False)]

Creyox Technologies · Answer

Hello Gabri,
I think you have to try this domain in your record rule.
[('create_uid', '=', user.id)]
Hope this domain is helpful to you.

Julien Plaitin · Answer

Hello,
You should check the access rights/record rules of the user to see if he inherits one from another group for the account.move and account.move.line [1]  model.
I had a similar issue with the accounting app where the user told me he still had access to the vendor bills but not to the invoices.

[1] https://account.move.line

Josep Anton Belchi Riera · Answer

You can try to put users in the group "Sales: own documents only".
There are several record rules that I think correspond to what you are looking for.

Maybe you have to create some rules for invoices.

Justin Louie Uy · Answer

Has anyone found a solution to this yet? I get the same results, the record rules apply to the invoices but not the vendor bills

المنشورات ذات الصلة	الردود	أدوات العرض
Make users see only their invoices تم الحل accounting Rules	4 يوليو 24	5628
Deny access to window action if not group Groups Security	0 أكتوبر 21	3169
Give access to fields in Accounting Entries, Account Receivable and Account Payable accounting permissions Groups	2 مايو 25	1868
How can I add group rules for users? Groups odooV13 Rules	3 يونيو 23	4936
Hide Customers and Vendors menu item accessrights Accounting Groups Security	0 يونيو 23	2912

لقد تم الإبلاغ عن هذا السؤال

UPDATE:

هل أعجبك النقاش؟ لا تكن مستمعاً فقط. شاركنا!