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Rule for showing invoices only for own customers

on 6/12/15, 5:48 AM 784 views


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

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Asked: 6/12/15, 5:48 AM
Seen: 784 times
Last updated: 6/12/15, 5:48 AM