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Add stored related field 'Commercial Entity' on sale orders

Project description

Odoo Community Association

Sale Commercial Partner

Production/Stable License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module adds 2 hidden fields on sale orders:

  • a related stored field Customer Entity,

  • a related stored field Invoice Entity.

This module is the twin brother of the OCA module purchase_commercial_partner located in the purchase-workflow project.

Table of contents

Configuration

To restrict the invoice address selection to partners whose commercial partner matches the sales order’s customer:

  • Go to Sales → Configuration → Settings, and enable Filter Invoice Address by Customer’s Commercial Partner.

To restrict the shipping address selection to partners whose commercial partner matches the sales order’s customer:

  • Go to Sales → Configuration → Settings, and enable Filter Shipping Address by Customer’s Commercial Partner.

Note: These options are not compatible with the sale_partner_address_restrict module. Do not enable them together, as their address filtering logic conflicts.

Usage

You can group by Commercial Entity:

  • in Sales > Orders > Quotations,

  • in Sales > Orders > Orders,

  • in Sales > Reporting > Sales (it is a native feature in this menu)

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

  • Akretion

Contributors

Other credits

The migration of this module from 17.0 to 18.0 was financially supported by Camptocamp

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:

alexis-via

This module is part of the OCA/sale-workflow project on GitHub.

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

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