Pierre Smits created OFBIZ-12445:
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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.
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