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Dear All,

Good Day to you.

Could you please kindly instruct on how to restrict the invoice access for the salesperson exclusively for their own invoices in Odoo V15 & V16? Instructions with screenshots are highly appreciated.


Thanks & Best Regards,

Tharindu

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Best Answer

There's already a record rule for the access group  “Sales / User: Own Documents Only” that limits them to their own sales invoice and credit notes:

[('move_id.move_type', 'in', ('out_invoice', 'out_refund')), '|', ('move_id.invoice_user_id', '=', user.id ), ('move_id.invoice_user_id', '=', False)]

Do you want to apply that to the “ Sales / User: All Documents ” group and only allow the sales administrator group to have access to all invoices (along with accounting users)?

That can be done by editing the Record Rule:

Change this to the Sales All documents 


Then change the other Record Rule in the pair to the Sales Admin:


Or maybe you need to remove sales users access to the accounting app?

More about Record Rules

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Hello Thairndu,

For this one, you need to create your custom record rule based on your requirements.

['|',('inovice_user_id','=',user.id),('inovice_user_id','=',False)] 


Thanks

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