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Set a default account for all companies of a partners

Project description

Alpha License: LGPL-3 OCA/multi-company Translate me on Weblate Try me on Runboat

This module extends the functionality of partner and accounting to allow you to propagate multi-company partner accounts and fiscal position from the current company to all other companies where you have access rights.

Table of contents

Configuration

To configure this module, you need to:

  1. Install some module that lets you manage partners, such as contact, sale, purchase… (if not already installed).

Usage

To use this module, you need to:

  1. Go to a partner’s form view.

  2. Enter the “Accounting” tab.

  3. Click on “Propagate receivable/payable account to other companies”.

Known issues / Roadmap

Since this module propagates product accounts based on the account code, it should only be used in a database where all companies belong to the same country.

We could add a wizard that allows the user to select multiple products and propagate their accounts to multiple companies, in mass. This would improve the usability and fix the issue on multi-country installations. Example:

Wizard mockup

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Camptocamp

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

camptocamp

This module is part of the OCA/multi-company project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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