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account.invoicerulesodoo11
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Paolo M

I need to write a rules to allow customers to see their invoices, but I get this error


odoo.exceptions.AccessError: ('Sorry, you are not allowed to access this document. Only users with the following access level are currently allowed to do that:\n- Sales/User: Own Documents Only\n\t- Other Extra Rights/Portal\n\t- Technical Settings/Show Full Accounting Features\n\t- Inventory/User\n\t- Accounting & Finance/Billing\n\n(Document model: account.invoice.line) - (Operation: read, User: 243)', None)


How can I set the rules to give it access?

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Pinakin Nayi (Certified V15, V16)
Best Answer

Yes, you can add the access rights of account.invoice.line (only read access). + record rule so he/she can see own invoices only. (also you need to assign read access of additional object which are used in invoice.line, so portal user can easily navigate the record.)

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Hassan Al-Khursi
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Sales -> Orders -> Customers -> Select the customer you want give him access


Action -> Grant portal access -> Tick in portal


Thanks

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