Hello, I am using odoo 14 enterprise and I have several purchase representatives making RFQs and POs. How canI set the purchase order list, so that only the user's PO's and RFQ's are visible. For eg. If I am using the purchasing module, only the POs adn RFQs made by me should be visisble.
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Hi,
You can achieve this by creating record rules for purchase order visibility. Similar record rules already exist for sales module you can copy that and create the same for purchase.
Note : Just do it first in test instance. It may cause some error in normal operation if we set incorrect domain on record rule.
Hi,
You can set record rules to achieve this.
There are two user groups for purchase, Purchase User and Purchase Administrator
You can find menu 'Groups' under settings --> User & Companies for purchase user create a new record rule like this.
for purchase administrator
now the user will only see his own records, and administrator can see all the records.
Regards
Hi, among the filters, you will find one, called "My Purchases" this will do the trick. You can then set it as a default view, by clicking on the "Favourites"/"Save current search" and check the "use by default" . Hope, it helps.
thanks! but the users can remove the filter and see other user's Purchase orders right
Yes, that's correct. User can remove the filter to view all