By default settings, sales person can see only own customers quotations and sales orders, but he can see all invoices.
(In our company traders have access also to Invoicing & Payments, because sometimes we need them to create invoices for own customers.)
How to restrict sales persons to see only:
- invoices of own customers
- invoices for own sales orders
I know about rule how to restrict access only to objects which were created by that user, but sometimes invoice is created also by accountant.
Thanks for any help
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 6/12/15, 5:48 AM|
|Seen: 370 times|
|Last updated: 6/12/15, 5:48 AM|