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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?



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Cel mai bun răspuns

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

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Autor

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

Autor

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.

Autor Cel mai bun răspuns

Thank You, Its Working.

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