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From Gabriel Oberreuter <goberreu...@gmail.com>
Subject limit Invoice access by logged user (or the Invoice Sales Rep)
Date Wed, 26 Aug 2015 00:04:05 GMT

I have the following requirement:
At our company, Invoices are always assigned to a sales_rep executive, and
in Ofbiz we do this by creating an InvoiceRole (roleTypeId SALES_REP)
between each Invoice and its corresponding sales rep.

Now, we need to limit the access of each sales rep only to his own
Invoices. Can be this done within the included Ofbiz functionality?

As far as I know (don't know much of inner part of ofbiz yet), we need some
customization. I am thinking of modifying each invoice screen (or screen's
forms) to limit the invoice list based on the logged in user, which has to
be some kind of admin or a sales rep. In the latter case, the filter should
only include invoices belonging to this sales rep.

I am also thinking in a hierarchical schemma, were sales_rep supervisors
have access to all their supervised sales_rep.

Any better idea? Am I pointing in the right direction?

I know that we can limit access to accounting with security groups, but I
think that security groups is not the way to go, as I believe they are
thought to restrict by kinds of operations, but not by (sub)groups of
elements meeting certain conditions.


Gabriel Oberreuter
Mobile: +56 9 85299198

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