Hey everyone… If there is two departments in the company that both makes purchase orders… Is there a way to make every department see its own purchase orders only without seeing the orders that the other department did?
User Permission will solve this:
https://docs.erpnext.com/docs/user/manual/en/setting-up/users-and-permissions
The point that i am asking about needs more demonstration… I mean if purchase department and production department are making purchase orders… I want the people in production department to see the orders that they made only… So how can i do that in user permissions?
First, you may need to Add the Department Field to the Purchase Order DocType using Customization → Custom Fields → New → Document: Purchase Order, Label: Department , Insert After: Series, Field Type: Link, Options: Department, Is Mandatory Field: Check, In List View: Check, In Standard Field: Check
Note: fieldname: department is autogenerated
We can continue after this to keep this short
Okay i can manage to do that… What do i do after adding the department field to the document?!!
User Permissions
Users > User Permissions
User: username@example.com
Allow: Department
For Value: userdepartment
Is Default: Checked
Advanced Control
Apply to All Document Types: Checked (will apply to all documents
- if not Checked (you can choose the document)
Applicable for: Purchase Order
Repeat for all Users, Permissions, and Documents.
Thanks alot for your help
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Just one question
How to make the field autogenerated???
i created the department field and it is shown now in purchase order,but when i click on the field and it doesnt get the available departments so that i can choose one of them
i am logged as administrator
Do you have Department entries?
Your Field Type is wrong. It should be Link and the Options should contain Department. (Review my first instruction on this.)
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yes i have departments on my system ,but they dont show up
It works fine now… Thanks
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