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How to create/pick a project for a sales order

on 1/27/15, 4:50 AM 1,074 views


my question is similar to this one:


I want to pick or create a project when creating a new sales order. This actually works, if I login as administrator. But unfortunately all other accounts do not see any drop down / field for project.

Do I need to adjust some user or employee settings? I read that there are some "Technical Settings" for employees, but I just see a "Setting" tab when I click an employee.




| 5 3 6
Jakarta, Indonesia
On 1/27/15, 5:06 AM

Log in as Administrator, go to the Settings >> Technical >> Security >> Access Control List.  Select for the account.analytic.account model (I think that the model for Project field in Sale Order), and check which groups has the access to it.

Now, you need to add the users to one of those groups, or you can create a different group, let that group have access to account.analytic.account, and assign this group to the relevant users.

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Asked: 1/27/15, 4:50 AM
Seen: 1074 times
Last updated: 3/16/15, 8:10 AM