From bed068f95ae6bd4609d948809387479402729aa0 Mon Sep 17 00:00:00 2001 From: jero-odoo Date: Tue, 23 Jul 2024 12:29:49 -0400 Subject: [PATCH] [IMP] General: Multi-Company Limitations closes odoo/documentation#10315 Signed-off-by: Samuel Lieber (sali) Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> --- .../applications/general/multi_company.rst | 31 +++++++++++++++++-- 1 file changed, 28 insertions(+), 3 deletions(-) diff --git a/content/applications/general/multi_company.rst b/content/applications/general/multi_company.rst index 4bcb3d66b..4c61dc0cb 100644 --- a/content/applications/general/multi_company.rst +++ b/content/applications/general/multi_company.rst @@ -51,11 +51,13 @@ except under the following circumstances: Mitchell Admin has multiple companies enabled, but the current company is `My Company (Chicago)`. When he creates a new product record, the :guilabel:`Company` field is left blank by default. - When he creates a new sales team, the :guilabel:`Company` field automatically defaults to `My + When a new sales team is created, the :guilabel:`Company` field automatically defaults to `My Company (Chicago)`. -Sharing data -============ +.. _general/sharing-data: + +Share data +========== In a |mcd|, certain records are able to be utilized by all of the companies (or several, based on permissions). @@ -113,3 +115,26 @@ To keep their database from becoming overly complex, the furniture company does entirely new company. Instead, they can take advantage of existing features, such as :doc:`analytic accounting <../finance/accounting/reporting/analytic_accounting>`, and multiple warehouses, to manage the new product line, without having to overly complicate transactions. + +Limitations +=========== + +In some instances, a |mcd| may *not* be the best option, due to potential limitations. + +Access rights +------------- + +A user's access rights are configured on a database level. If a user has access to more than one +company in a |mcd|, their access rights are the same across every company. + +Shared records +-------------- + +Individual records are either :ref:`shared ` between all companies, or belong +to a single company. + +PDF Reports +----------- + +Some customizations, specifically for PDF reports, apply to all companies. It is not always possible +to separate reports for individual companies.