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Propagate Payment Method from Contacts to SO/PO

by
Odoo

$ 100.57

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Invoicing (account)
• Purchase (purchase)
• Discuss (mail)
Lines of code 135
Technical Name fal_payment_term
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-ncc-0011-propagate-payment-method-from-contacts-to-so-po-6616
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Invoicing (account)
• Purchase (purchase)
• Discuss (mail)
Lines of code 135
Technical Name fal_payment_term
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-ncc-0011-propagate-payment-method-from-contacts-to-so-po-6616
Versions 18.0 19.0

ODOO'S FUNCTION

In Odoo, a Payment Method can be set on Contacts, but this field is not included in SOs or POs, so no value is inherited from the Contact.

CLUEDOO'S FUNCTION

In CLuedoo, the Payment Method on a Sales Order or Purchase Order is automatically inherited from the default Payment Method configured on the Contact.

Go to Contacts > Access a particular partner > Set up a Payment Method in the Sales & Purchase tab

SALES ORDERS


Go to Sales > Create a new quotation > Select the configured parter > Payment Method Customer is automatically inherited from the contact form, with posibility to change.


Note: from v19, this function is removed as it is available in ODS

Confirm the order > Create Invoice > In the invoice, under the Other Info tab, you can see that the Payment Method has been inherited from the SO

PURCHASE ORDERS

Go to Purchase > Create a new RFQ > Select the configured parter > Payment Method Vendor is automatically inherited from the contact form, with posibility to change.

Confirm the order > Create Bill > In the bill, under the Other Info tab, you can see that the Payment Method has been inherited from the PO 



Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

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