コンテンツへスキップ
メニュー
この質問にフラグが付けられました
2 返信
3425 ビュー

For Example, Company XYZ have One Sale Manager ABC and One Purchase Manager PQR, If Sale Manager ABC login He/She Can not see Vendors and If Purchase Manager PQR login He/She can not see Customers..

Can Anyone have idea about this?



アバター
破棄
最善の回答

Hi,

After activating the developer mode, Go to Settings -> Technical -> Security -> Record Rules, Then create two new records for this,



the above one is for sale manager , mention the group and also the object and the rule properly as above.

Now for the purchase manager,

This can be done by using code also.

Thanks

アバター
破棄
著作者

Its Work but when i apply for sales manager at that time i can not create sale order it gives me an authentication error. But he/she have full rights for create sale order

著作者

The requested operation cannot be completed due to security restrictions. Please contact your system administrator.

(Document type: res.partner, Operation: read)

just watned to ask, is it still valid. using odoo 13 CE and adding these rules changed nothing (in my case).
moreover (in hope to get help). i have an addon, which add additional fields in contact (sale/purchase tab) 'is_a_customer' & 'is_a_vendor'. i wanted to filter contacts based on that. by that i mean, sales person should see only customers in contacts app.

著作者 最善の回答

Thank You, Its Working.

アバター
破棄

can you help me advise for Odoo V15? I tried this way but it not work