How to limit access for supplier invoice for user?

Question

Example:

If you are a normal user → you can see only the customer invoices
If you are a manager → you can see all invoices (Customer invoices and Supplier invoices)

We are using Odoo 18 with a standard plan.

Chris TRINGHAM · Accepted Answer

Normal Purchase Users should only be able to see supplier invoices Screenshot%20%283456%29 [2]
The problem is that if you are also a sales user you can view customer invoices
All accounting users can see all types of journal.
What do you want sales, purchase and accounting users / managers to be able to see? Do you need purchase users to have access to sales orders and sales invoices?  It should be possible to create separate A/R and A/P access, but this needs to be done with care!
More informat

Asliddin Maxmudov · Answer

*Create Record Rules*
Go to *Settings* > *Technical* > *Security* > *Record Rules*. Define the following rules:  *Rule for Normal User:*
Name: *Restrict to Customer Invoices* Model: account.move Apply for group: *Normal User* Domain: [('move_type', 'in', ['out_invoice', 'out_refund'])]
/(This filters customer invoices and refunds.)/  *Rule for Manager:*
Name: *Access All Invoices* Model: account.move Apply for group: *Manager* Domain: [(1, '=', 1)]
/(This allows unrestricted access to all invoic

Verknüpfte Beiträge	Antworten	Ansichten
change between 2 Invoice formats Gelöst invoice	1 Juli 25	1575
Hello, how can I change the size of the logo and the invoice? Gelöst invoice	2 Juli 25	1912
Validation Error. You will need to clear the Journal Entry's Number to proceed invoice	1 Juli 25	2916
Restricting Salesperson Access to Customer Invoice Details invoice	3 Apr. 25	2805
Odoo 16 - Download invoice preview doesn't work invoice	3 Apr. 25	3825

Diese Frage wurde gekennzeichnet

Diskutieren Sie gerne? Treten Sie bei, statt nur zu lesen!