UPDATED: Make users see only their OWN invoices and bills

Question

I want to create a group to Accounting with the purpose of make the users that are in that group , let them see only their OWN invoices, created by them, and restrict the rest of the existing invoices that are NOT created by themselves.

I want to apply this to INVOICES and BILLS

How can I do this? I've tried by creating and adding a group to Accounting and adding some Record Rules like [('user_id','=',user.id)] but it only works for  invoices , not for bills.

UPDATE:  The invoices are working

Gabri · Accepted Answer

I have found a solution. Maybe it's not the perfect answer for this problem but I hope it works for somebody that haves or will have this issue:

https://postimg.cc/k683Wtz2 [1]
https://postimg.cc/gLqCTbYd [2]
https://postimg.cc/tnj0k4G2 [3]
https://postimg.cc/qgsHRy2Y [4]
https://postimg.cc/DSz9BNRk [5]
https://postimg.cc/56fdFy3t [6]
https://postimg.cc/jLvV6Tg4 [7]

I've created a new group, and applied this rules and right accesses. Doing this you are allowing an specific user only to see the

Sarath Babu · Answer

Hello,
you can add a `record.rules` with domain filter ['|',('user_id','=',user.id),('user_id','=',False)]

Creyox Technologies · Answer

Hello Gabri,
I think you have to try this domain in your record rule.
[('create_uid', '=', user.id)]
Hope this domain is helpful to you.

Julien Plaitin · Answer

Hello,
You should check the access rights/record rules of the user to see if he inherits one from another group for the account.move and account.move.line [1]  model.
I had a similar issue with the accounting app where the user told me he still had access to the vendor bills but not to the invoices.

[1] https://account.move.line

Josep Anton Belchi Riera · Answer

You can try to put users in the group "Sales: own documents only".
There are several record rules that I think correspond to what you are looking for.

Maybe you have to create some rules for invoices.

Justin Louie Uy · Answer

Has anyone found a solution to this yet? I get the same results, the record rules apply to the invoices but not the vendor bills

Powiązane posty	Odpowiedzi	Widoki
Make users see only their invoices Rozwiązane accounting Rules	4 lip 24	5574
Deny access to window action if not group Groups Security	0 paź 21	3144
Give access to fields in Accounting Entries, Account Receivable and Account Payable accounting permissions Groups	2 maj 25	1830
How can I add group rules for users? Groups odooV13 Rules	3 cze 23	4897
Hide Customers and Vendors menu item accessrights Accounting Groups Security	0 cze 23	2888

To pytanie dostało ostrzeżenie

UPDATE:

Podoba Ci się ta dyskusja? Dołącz do niej!