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settingsv7reporting
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11533 Rodiniai
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Jason

Newly migrating to OpenERP v7, so trying to figure all the new stuff out. In our previous version, v6.0.3, all users were able to see all the Sales Orders, regardless of state. Now, each user can only see Sales Orders where they are the Salesman, and I can't find the option to "clear" this filter setting.

Previously, in v6.0.3, I did find where the default was set to search by uid, but was able to clear this so the default search showed all users. I attempted the same here, but can't find where anything restricts the search, and there is no obvious "clear" button to remove all search filters.

Portretas
Atmesti
Jason
Autorius

So there isn't anyone in the ERP community who knows how to clear the default filter on the Sales Order query? Removing the user name in the search bar doesn't reveal all available Sales Orders, as it should.

Any help is appreciated.

Portretas
Max
Best Answer

Hi,

There are a couple of things that could be causing your users to only be seeing Sales Orders assigned to themselves:

  • Make sure there are no filters in the search bar by clicking the small X on each one
  • Go to Settings > User Interface > Menu Items, find the Sales Order menu, then open it's action record. Make sure that there is nothing there that limits which sales orders are shown
  • Check the user permissions in Settings > Security > Record Rules - it may be that users that are not in the Salesperson group do not have read access...

If you need me to expand on any of the above steps, let me know in a comment

Portretas
Atmesti
Jason
Autorius

Max -

Thanks for the response. It was the third option (I knew about the first two, but not the third). The permission "Personal Order Lines" was active, and only let people see their own records. I disabled that permission and the issue was resolved.

Greatly appreciate your assistance.

Best regards, Jason

Max

Glad its fixed! And thanks for helping to format this answer for the benefit of future readers :) All the best

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Jason
Autorius Best Answer

Max -

Thanks for the response. It was the third option (I knew about the first two, but not the third). The permission "Personal Order Lines" was active, and only let people see their own records. I disabled that permission and the issue was resolved.

Greatly appreciate your assistance.

Best regards, Jason

Portretas
Atmesti
Max

No problem, glad it is fixed! - For clarity for future readers, can you put the above text into a comment on my answer and then delete this answer? Thanks!

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Tomás Pascual
Best Answer

Great ¡¡¡¡

But the question is, is this a bug???

Regards,

Portretas
Atmesti
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