We are trying to create restrictions between sales persons in our company. In line with this, mostly all companies have the following criteria to restrict documents/records/transactions and cannot be shared and viewed by any other sales person aside with their Immediate Head.
- Leads are assigned to each sales person
- Opportunities are assigned to each sales person
- Customers are assigned to each sales person
- Sales Order - Deliver Note - Sales Invoice can be assigned to multiple sales person (as structured on the ERPNext child table)
With this we did the user permission using the sales person since this is available to Customers, Sales Order - Deliver Note - Sales Invoice. However, the user permission does not work on these transactions but only to the sales person list view only.
Can someone help me with how does this works? Based on the user permission manual, you just need to encode the “type of document to allow” which I select was the Sales Person then on the “Apply to all document type”, the Customers, Sales Order - Deliver Note - Sales Invoice are all checked. But they can still see all the transactions encoded in the system.
They have roles of employee and sales user.
We cannot set a checkmark on the owner as restriction since sometimes encoding of transactions were done by a coordinator then just encode the document to the specific sales person.