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17604 Visninger

How to choose the default selected journal in a new customer invoice?

How to choose the default journal according to logged user?

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Kassér
Bedste svar

You activate Developer Mode. In developer selection view you find Set Defaults. In this way, you set default value of any field.

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Forfatter

Oh! So easy and I didn't know. Thanks!

Forfatter

It works! Thank my friend.

Bedste svar

Bonus answer.  You mentioned that you want to set the default based on the logged user.  If you have a lot of users, setting it from Developer's mode is not economical.  You can access the Settings >> Technical >> Actions >> User-Defined Defaults to set it for each user.

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Forfatter

very interesting. thanks

Pleasure to help.

Bedste svar

Hello,

if you set a condition (Type=Customer Invoice), it seems the default value is kept. You need to set this condition because there is a onchange on company_id that reset the journal id. 

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Kassér
Bedste svar

Hi!

I managed to do that by adding a condition like Laetitia Gangloff asked.

But, when I create an invoice based on an order, this condition doesn't work. :-(

How can we really change the default journal for invoices please … ?

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Kassér

Is someone can answer to this question?

Any update? Thanks

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