跳至內容
選單
此問題已被標幟

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

頭像
捨棄
最佳答案

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

頭像
捨棄
最佳答案

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

頭像
捨棄
相關帖文 回覆 瀏覽次數 活動
1
1月 24
1968
1
3月 24
1733
3
8月 25
2726
1
5月 25
2690
1
4月 25
3677