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PO Own Access

by
Odoo

17.36

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Invoicing (account)
Discuss (mail)
Lines of code 43
Technical Name eg_po_own_access
LicenseOPL-1
Websitehttps://www.inkerp.com
Versions 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Invoicing (account)
Discuss (mail)
Lines of code 43
Technical Name eg_po_own_access
LicenseOPL-1
Websitehttps://www.inkerp.com
Versions 14.0 15.0 16.0 17.0 18.0

Purchase Order Own Access

This module allows you to restrict the visibility of purchase orders and request for quotations (RFQs) for purchase representatives. Instead of seeing all purchase orders/RFQs, a purchase representative can only view the orders assigned to them.

You can assign a specific purchase representative to each purchase order or RFQ. There are two security groups for users:

Own Purchase Documents Only: Only the assigned purchase orders/RFQs are visible to the purchase representative.

All Purchase Documents: All purchase orders/RFQs are visible to the purchase representative.



'

Highlight Purchase Order Own Access

Restrict purchase order visibility to assigned representatives

Two security groups: Own Purchase Documents Only and All Purchase Documents

Prevent purchase representatives from seeing all purchase orders/RFQs

Features

Own Purchase Documents Only:

The user can see only the purchase orders and RFQs assigned to them.

All Purchase Documents:

The user can see all purchase orders and RFQs in the system.

Screenshot

1) User Settings:

Choose the security group for the purchase representative:

Select "Own Purchase Documents Only" to show only their assigned purchase orders.

Select "All Purchase Documents" to show all purchase orders and RFQs.

Navigation : Settings → Users & Companies → Users


Click to Play

2) View All Purchase Orders and RFQs:


When "All Purchase Documents" is selected, the user can view all purchase orders and RFQs.

Navigation : Purchase → Request for Quotations


Click to Play

3) View Own Purchase Orders and RFQs:

When "Own Purchase Documents Only" is selected, the user can view only their assigned purchase orders and RFQs.


Click to Play

User Guide

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Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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