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Invoice Search Restriction
Invoice Search Restriction helps administrators control advanced search capabilities in the Odoo Invoice module. The Invoice Advanced Search access right can be assigned to selected users based on their responsibilities. Users without the assigned permission cannot access Custom Filter, Custom Domain, or Custom Group options in Invoice views. Authorized users can use advanced search and grouping features to manage invoice records more efficiently. This provides better control over invoice search functionality while keeping standard Invoice access rights and workflows unchanged.
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Invoice Advanced Search Access
Invoice Search Restriction allows administrators to assign the Invoice Advanced Search access right to individual users. Authorized users can access advanced search features in Invoice views. This provides flexible user-level control over advanced invoice search functionality.
Restrict Custom Filters and Grouping
Users without the Invoice Advanced Search access right cannot create custom filters, apply advanced search domains, or use custom grouping options. This helps administrators restrict advanced search capabilities for selected users. Standard Invoice access rights and workflows remain unchanged.
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1.)Admin Advance Search Access Rights
Go to Settings and open the Users section to manage individual user access. Select the required user and locate the Invoice Advanced Search access right in the user settings. Assign the Invoice Advanced Search permission to allow the selected user to access advanced search features in the Invoice module. This provides administrators with user-specific control over invoice search functionality.
Navigation : settings → Users & Companies → Users
2.)Invoice Search View
Open the Invoice search view to check the available advanced search options for the selected user. When the Invoice Advanced Search access right is assigned, the user can access the Custom Filter and Custom Group options. This allows the user to create custom filters, apply search conditions, and group invoice records according to their requirements.
Navigation : Invoicing → Customers → Invoices
3.)User Advance Search Access Rights
Go to Settings and open the Users section to manage individual user access. Select the required user and set Invoice Advanced Search to No in the user settings. This means the Invoice Advanced Search access right is not assigned to the selected user. As a result, the user cannot access advanced search features such as Custom Filter and Custom Group in Invoice views.
Navigation : settings → Users & Companies → Users
4.)Invoice Search View
Open the Invoice search view to verify the available search options for the selected user. Since the Invoice Advanced Search access right is not assigned, the user cannot see the Custom Filter and Custom Group options. This prevents the user from creating custom filters or grouping invoice records using advanced search features.
Navigation : Invoicing → Customers → Invoices
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