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user without having product field.

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charlesraj

hi. I create a user he has the right to make order for sale and saving it (not to confirm) .But there is no field to add products other fields like decrption,qty, unit price etc.Are found. please help to find out how to add the field..

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Priyesh Solanki (pso)
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You need to assign "Employee" group to your current logged user for that. Go to your User record, Open it, In Access Rights tab, Assign Employee from Human Resources application.

Thanks, Priyesh Solanki

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charlesraj
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thanks for the reply.. sir first i say sorry to make a mistake . i create a CUSTOMER NOT USER.

Priyesh Solanki (pso)

Are you logged in as a Admin or by another user ?

charlesraj
Autor

logged in as another user.

Priyesh Solanki (pso)

Then follow my first answer. Product field is restricted for Employee group so you need to check that whether your logged user has this group assigned or not. For that, Go to your User record, Open it, In Access Rights tab, Assign Employee from Human Resources application. Save it. Reload it. It should work.

Remya

Hi Priyesh Solanki, I also need the same requirement.

Remya

Reqiurement::: I have create a customer only have to make orders, through customer portal. I dont where is my mistake. I cant correctly configure the portal system. Please help me to configure it.

Priyesh Solanki (pso)

What do you want to do ? Do you not want Portal user to confirm the Sale order or anything else ? Please explain more!

Remya

I have some customers. Through portal system, i gave username&password to all customer. Customer only has the privilege to make order, not to confirm sale. But in my configuration they has the privilege to confirm sale. Then i remove customers from 'HR/Employee' group. Then i tried to create a sale order as customer login. I cant see the product list in sale order line. How can i neatly configure the customer portal(only have the access to make order & can see only name of the products)

Priyesh Solanki (pso)

Oh yes, I got it. If you will not assign Employee group, it will not allow user to confirm sale but it also disappears Product from order line. I confirm it, but for that, you need to make some customization by adding a new group that will not allow you to confirm sale and you need to assign that group to your current logged user. Also, you need to add that group in sale_view.xml by replacing existing one.

Remya

Ok. First i should create a group? Which group should i duplicate?

Priyesh Solanki (pso)

You need to create a group by code because If you will create from GUI, you won't be able to assign it on button/field from GUI. Are you aware about OpenERP Technical ?

Remya

No Priyesh. I'm not at all confidence. Can you please help me?

Priyesh Solanki (pso)

Then what i can suggest you is that, Instead of creating a new one, Use existing ones. Right now, on Confirm Sale button and Product, they both are restricted with one group Employee. You can separate them by assigning different group and accordingly it, You need to add it in Logger user.

Remya

How can i separate it? Do you mean the new one & existing one are groups?

Priyesh Solanki (pso)

Go to the Settings --> Technical --> User Interface --> Views. Search for sale.order.form and open the first record. View is too long but if you can search <field name="product_id" .... , here you need to assign another group like this:

replace the existing groups="base.group_user" with "groups="sale.group_discount_per_so_line" It means that Product is restricted for "Discount on Lines" group. Save this view. Now, for Confirm Sale --> Employee group and for Product --> Discount on Lines group is required. Tick it accordingly and Add to your Logged user. Hope this will help you.

Remya

1st part is clear. Next, Confirm sale, where can i find this?

Priyesh Solanki (pso)

Did you replace the old group "group_user" with new one "sale.group_discount_per_so_line" from the sale.order.form view ?

Remya

I just replace groups="base.group_user" with "groups="sale.group_discount_per_so_line" in sale.order.line. Then,what is the next step?

Priyesh Solanki (pso)

Thats it. What we did is To not allow user to Confirm Sale, We will not tick Employee group but To see the product, We have to tick Discount on lines group in Logged user form.

Remya

I'm really sorry Priyesh, i did get you. Where should i tick?

Priyesh Solanki (pso)

Go to the Settings --> Users --> Users. Open your logged user. Go to the Access Rights tab and first tick 'Technical Features'. Save it. Reload it. Again Open the same record from Users form. Again, Go to Access Rights tab and you will see all the groups over there. You will find Employee group in Human Resource application and Discount on Lines group in Technical Settings separator. Do not select Employee from Human Resources application and Tick that boolean 'Discount on Lines'. Save it and Reload it. Try again your scenario. You will not find Confirm sale button but you will find Product.

Remya

Did you mean---Settings-->user-->customer name-->tick the Discount on lines? i tick that one. But no product is not displaying

Priyesh Solanki (pso)

There is nothing to do with Customer name. In Users, you will find all users record by which you are going to do Login. What is your User Name ? User has to do with Access rights whatever we are assigning to him.

Remya

Ok. After that , i cant see any buttons in sale order of customer login

Priyesh Solanki (pso)

Can you see Product in order line ?

Remya

No product & no buttons

Remya

Now button is present but cant see the list of products.

Priyesh Solanki (pso)

can you post your user name and which groups are assigned to him ? So we can check it out!

Remya

I will explain it::: I have create a customer named ram. Select technical feature in access tab. Check the portal checkbox. Follow your answer ie, change the user group in sale.order.line and check discount on line. Now i can see the create button, but cant see the product list in sale.order.line

Priyesh Solanki (pso)

Ok i got it. You need to make one more change. Go to the Settings --> Technical --> User Interface --> Views. Search for sale.order.form and open the first record. View is too long but if you can search <field name="product_id" .... , you will find this product_id two times in this view. here you need to assign another group like this:

replace the existing groups="base.group_user" with "groups="sale.group_discount_per_so_line" at both place. Before this, it was just assigned at once that's why it was missing but now, if you will search for product_id, you will get twice in that view.

Priyesh Solanki (pso)

So change the groups with new one "sale.group_discount_per_so_line", save it , reload it. Now, again login with the new user and check, You will be able to see products in list of Sale order line.

Remya

Now product dropdownlist is showing, but cant select any product because of the access rights

Priyesh Solanki (pso)

Yes its due to lack of access rights. Portal group can only read sale order/sale order line that's why you can't do anything with it. In fact, in OpenERP, Portal group is used to just view your own documents.

Remya

But i want to give customer to create their own sale order. What will i do?

Priyesh Solanki (pso)

For that, You need to give create/delete/write access rights to your Portal group for sale.order/sale.order.line and many more related objects from Settings --> Technical --> Security --> Access control list menu.

Remya

I gave access sale order access to portal group, but still it shows access error.

Priyesh Solanki (pso)

Possible because Portal group has very limited rights and If you will tick another groups then you will again see that Confirm sale button that you do not want. You have to make many changes regarding access rights for this.

Remya

ok. But i tried to integrate many access rights to portal group.

Priyesh Solanki (pso)

Hmm! Which access error, you are getting ?

Remya

Access denied. The requested operation cannot be completed due to security restrictions. Please contact your system administrator. (Document type:Product, Operation:read)

Priyesh Solanki (pso)

I get an another idea! First revert all the changes regarding group assigning and view editing. It means we came back to your original issue. You can interchange rights between Confirm Sale and Product means for now, Discount on Lines for Product and Employee for Confirm Sale. But As you are facing such many issues regarding access rights, I will suggest you to interchange rights means To see the Product, you need go with Sales -> See own leads group and to hide confirm sale, you need to assign "Discount on lines" group.

Priyesh Solanki (pso)

After reverting all the changes, first go to Settings --> Users --> Groups and Open Employee group. In Inherited Tab, Remove Discount On Lines group and save it. Again go to Views form of sale.order.form and keep the product_id groups same as before, change the groups of buttons from header section, at top of view and assign groups="sale.group_discount_per_so_line" on the buttons, that you do not want to show to the users like confirm sale, send by email, print, etc.

Priyesh Solanki (pso)

After assigning groups to the view, save it. Go to the Users form and Open logged user record, Tick the See own leads from Sales application , Portal, Technical Features group and save it. Reload it and again login with the user and check your scenario. It should work.

Remya

That works. But when i tick See own leads, customer become employee. Is this a right configuration?Will it work correctly?

Priyesh Solanki (pso)

Customer become employee ? How ?

Remya

When i tick See own leads, customer become employee.

Priyesh Solanki (pso)

No, it should not. There is nothing to do with Employee for See own Leads group!

Remya

Shall i follow this step?

Priyesh Solanki (pso)

By assigning See Own Leads group, Some more menus and rights will be assigned but it should not create any issue. If its working fine at your end with these steps, you can follow it.

Remya

Ok Thanks for your speedy reply. Please help if any error

Priyesh Solanki (pso)

Good luck! Enjoy!

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