Example:
If you are a normal user → you can see only the customer invoices
If you are a manager → you can see all invoices (Customer invoices and Supplier invoices)
We are using Odoo 18 with a standard plan.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Comptabilitat
- Inventari
- PoS
- Project
- MRP
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Normal Purchase Users should only be able to see supplier invoices
The problem is that if you are also a sales user you can view customer invoices
All accounting users can see all types of journal.
- What do you want sales, purchase and accounting users / managers to be able to see?
- Do you need purchase users to have access to sales orders and sales invoices?
It should be possible to create separate A/R and A/P access, but this needs to be done with care!
Create Record Rules
- Go to Settings > Technical > Security > Record Rules.
- Define the following rules:
Rule for Normal User:
- Name: Restrict to Customer Invoices
- Model: account.move
- Apply for group: Normal User
- Domain: [('move_type', 'in', ['out_invoice', 'out_refund'])]
(This filters customer invoices and refunds.)
Rule for Manager:
- Name: Access All Invoices
- Model: account.move
- Apply for group: Manager
- Domain: [(1, '=', 1)]
(This allows unrestricted access to all invoices.)
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