Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
Newly migrating to OpenERP v7, so trying to figure all the new stuff out. In our previous version, v6.0.3, all users were able to see all the Sales Orders, regardless of state. Now, each user can only see Sales Orders where they are the Salesman, and I can't find the option to "clear" this filter setting.
Previously, in v6.0.3, I did find where the default was set to search by uid, but was able to clear this so the default search showed all users. I attempted the same here, but can't find where anything restricts the search, and there is no obvious "clear" button to remove all search filters.
There are a couple of things that could be causing your users to only be seeing Sales Orders assigned to themselves:
- Make sure there are no filters in the search bar by clicking the small X on each one
- Go to Settings > User Interface > Menu Items, find the Sales Order menu, then open it's action record. Make sure that there is nothing there that limits which sales orders are shown
- Check the user permissions in Settings > Security > Record Rules - it may be that users that are not in the Salesperson group do not have read access...
If you need me to expand on any of the above steps, let me know in a comment
Thanks for the response. It was the third option (I knew about the first two, but not the third). The permission "Personal Order Lines" was active, and only let people see their own records. I disabled that permission and the issue was resolved.
Greatly appreciate your assistance.
Best regards, Jason
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 2/15/13, 6:05 PM|
|Seen: 3059 times|
|Last updated: 3/16/15, 8:10 AM|