Partner Configuration Set: Default Report by Partner
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-pnc-0007-partner-configuration-set-default-report-by-partner-5320$ 251.43
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 168 |
| Technical Name |
fal_report_partner |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pnc-0007-partner-configuration-set-default-report-by-partner-5320 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 168 |
| Technical Name |
fal_report_partner |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pnc-0007-partner-configuration-set-default-report-by-partner-5320 |
| Versions | 18.0 19.0 |
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
In Odoo's standard functionality, there is no option to set a default report per partner . When printing a document, such as a Quotation/Order, Odoo always generates the same default report template for all customers. Users must manually select an alternative report if needed. This limitation means that even if a specific customer requires a different default format, users must manually switch reports every time, leading to inefficiency and potential errors.
CLUEDOO BEHAVIOR
Cluedoo introduces a default report per partner feature, allowing users to configure a specific report for each partner. When printing a document, Odoo automatically selects the assigned default report for the respective partner instead of the standard report. This feature ensures consistency in document formatting, reduces manual selection errors, and streamlines reporting processes tailored to each partner’s requirements.
CLUEDOO RECOMMENDATIONS
Install on 100% of your database.
HOW TO USE THIS MODULE?
1.
Go to Contacts > On the partner form view, Reporting tab, we can set parent report and report for each partner
Note: Make sure the report is already added to the "Print" menu or you will not see it when you want to print
2. Create a sales order > Choose customer = partner > Confirm
If the parent report is Quotation/Order but the default report is PRO-FORMA Invoice , the result will be PRO-FORMA Invoice when we print the Quotation/Order.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, 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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module