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Hide details for sections in sales orders and invoices for reports and customer portal

Project description

Beta License: AGPL-3 OCA/sale-reporting Translate me on Weblate Try me on Runbot

This module allows you to set a new ‘Hide details’ boolean field on True in Report Layout Categories if you want to hide its lines of Quotations / Sales Orders and Invoices in the PDF report and in the website.

Table of contents

Configuration

To configure this module, you need to:

  1. Go to Sales -> Configuration -> Settings
  2. Check Sections on Sales Orders option.
  3. Go to Sales -> Configuration -> Sales Orders -> Report Layout Categories and configure the Report Layout Categories

Usage

To use this module, you need to:

  1. Go to Sales -> Configuration -> Sales Orders -> Report Layout Categories.
  2. Create a new Report Layout Category with Hide details field on True and create another one with Hide details field on False.
  3. Notice when you check Hide details, Add subtotal is hidden. There’s no sense to not put subtotal when hiding details, so it doesn’t matter if you check the Add subtotal or not.
  4. Go to Sales -> Orders -> Quotations and create a new Quotation.
  5. Add to the Quotation some lines associated with the first Report Layout Category created before and add other lines associated with the second Report Layout Category created.
  6. Print this Quotation. In the PDF report the section with Hide details field on True will be shown without its lines and with the subtotal.
  7. Go to the Quotation in the customer portal. The section with Hide details field on True will be shown without its lines and with the subtotal.

The behavior described before is the same for Quotations and Invoices.

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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Tecnativa

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.

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

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

Project details


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