How to show only logged-in Sales Person's invoices in list view?

[Sanmugam]

Hi Everyone,

Could you please assist?

I want to restrict the Sales Invoice list view so that each salesperson can only see the invoices where they are included in the Sales Team table.

The Sales Person is added inside the Sales Team (child table), not directly on the invoice.

Is there a way to achieve this?

[ahsantareen]

Hi @Sanmugam

You can achieve this by following these two steps;

1. Sales person contribution table has to be mandatory so that each time invoice must carry sales person details.

2. Role permission manager has to be set for sales person as following so that each one has to have access to his / her own created invoices only.

[Sanmugam]

@ahsantareen In my case, the salesperson does not directly create the sales invoice. That is the main issue. They don’t have create or edit permissions, they only have read access

[ahsantareen]

Hi

If one sales person needs to be tagged with one sales invoice at a time, then you have to bring sales person link record upfront on header.

Then apply user permissions for sales person as following;