Pierre Smits created OFBIZ-12445: ------------------------------------ Summary: InvoiceRole handling Key: OFBIZ-12445 URL: https://issues.apache.org/jira/browse/OFBIZ-12445 Project: OFBiz Issue Type: Improvement Components: accounting Affects Versions: Trunk Reporter: Pierre Smits Assignee: Pierre Smits
Based on page regarding EntityNameRole page in Confluence (see link) and the discussions on dev ml, the way the InvoiceRole entity is defined and how the functionalities in OFBiz work with this needs improvement. An invoice role record tells something about the object (the invoice) and which parties (apart from the two identified on the header) are associated with the object and in which capacity (the role). In the case of an invoice, we can identify following roles: * invoice creator, * invoice editor, * invoice reviewer, * invoice approver. h3. Invoice Creator The party with the role of creator is the user that works with OFBiz for the (primary) internal company, most likely someone from the accounting department in the case of manually generated/registered sales or purchase invoices). h3. Invoice Editor The party with the role of invoice editor is the user that works with OFBiz for the (primary) internal organisation, most likely a co-worker of the party with the invoice creator role, and who can edit/update the invoice generated by someone else. h3. Invoice Reviewer The party with the role of invoice reviewer is the user, that works with OFBiz for the (primary) internal organisation, most likely in the department from where the root-cause of the invoice originated (sales department for sales invoices, purchase department for purchase invoices, etc.), but neither has the permission to update or approve an invoice. h3. Invoice Approver The party with the role of invoice approver is the user, that works with OFBiz for the (primary) internal organisation, most likely in the department from where the root-cause of the invoice originated (sales department for sales invoices, purchase department for purchase invoices, etc.), and has the proxy to approve an invoice. -- This message was sent by Atlassian Jira (v8.20.1#820001)