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Confirm Quotation button is not showing on the Sales Order (Quotation) Form Odoo 17.

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This question has been flagged
salessales.orderodoo17
2 Odgovori
1768 Prikazi
Avatar
Mukesh Gehlot

I have given the user the "Use Own Document" Group rights, but the confirm button on the quotation is not visible, even though he is the salesperson.

In the 2nd fresh install of odoo 17, the button is visible on use own document rights

Please help me.

0
Avatar
Opusti
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,


Ensure the logged-in user is the same as the salesperson (user_id) on the quotation — the "Own Documents Only" group restricts access to one's own records.


Confirm the sales order is still in the draft (Quotation) state — only then is the "Confirm" button shown.


Check that the user has only the "Sales / Own Documents Only" group and not additional conflicting custom groups.


Go to Settings > Technical > Security > Record Rules and verify that a rule like [('user_id', '=', user.id)] exists for the sale.order model.


Activate developer mode and inspect the quotation form view to ensure the action_confirm button is not hidden by attrs or overridden in a custom view.


If you are using Studio or a custom module, check if any inherited views are conditionally hiding or removing the button.


Temporarily assign the user "Sales / Administrator" rights- if the button appears, the issue is with group permissions or record rules.


Since it works in a fresh install, compare custom modules, view changes, and record rules between both systems to identify what is restricting the button visibility.


Hope it helps.

0
Avatar
Opusti
Mukesh Gehlot
Avtor

When i create quotation and save it that time confirm button is not coming and yes i have given the admin right too but even confirm button not coming. but when i give the rights of the Admin/access rights group then confirm button coming.

Avatar
Ritik (Wan Buffer Services)
Best Answer
Why "Confirm Quotation" button is missing in Odoo 17 – Quick Fix Guide
  1. Check if Sales App is Installed
    • Go to Apps → Search “Sales” → Install if not already.
  2. Quotation Must Be in Draft State
    • Button shows only if the quotation is still in Quotation (not confirmed or cancelled).
  3. User Access Rights
    • Go to Settings → Users & Companies → Users
    • Make sure the user has at least Sales / User: Own Documents Only access.
  4. Sales Settings
    • Go to Sales → Configuration → Settings
    • Under “Quotations & Orders”, check if any feature is locking the form (e.g. Lock Confirmed Sales). Disable if needed.
  5. Activate Developer Mode (if needed)
    • Go to Settings → Activate Developer Mode
    • Check for any customizations hiding the button (action_confirm button in the view).

-3
Avatar
Opusti
Mukesh Gehlot
Avtor

When i create quotation and save it that time confirm button is not coming and yes i have given the admin right too but even confirm button not coming. but when i give the rights of the Admin/access rights group then confirm button coming.

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