This question has been flagged
2 Replies
6418 Views

When creating a contact/partner it is always created as a customer on default. The flag can be found under the tab 'Sales & Purchases'. The field 'customer' is always flagged by default. How to change it so it is not flagged by default.

Avatar
Discard
Best Answer

Inherit the res_partner model and add in defaults customer: False.

You don't have to edit in the crm module. First create folder in the addons folder, name it as partner_customization. Then in that folder create 2 files named __init__.py and __openerp__.py. Then in __init__.py add the line:

import partner

then in __openerp__.py add the following:

{
    'name': 'Partner Customization',
    'version': '0.1',
    'category': 'Custom',
    'description': """
    """,
    'author': 'Gopakumar',
    'depends': [
        'crm'
        ],
    'init_xml': [],
    'update_xml': [
    ],
    'demo_xml': [],
    'test': [],
    'installable': True,
    'active': False,

}

Then create one more files named partner.py . Then in partner.py add the following:

from openerp.osv import fields, osv

class res_partner(osv.osv):
    _inherit = 'res.partner'
    _defaults = {
    'customer': False
    }

Then restart the server, then update the module list and install the new module.

Avatar
Discard
Author

Thank you very much Gopakumar. Its works very well.

Author Best Answer

Could you provide me with some additional information, please? I have put it in the res_partner.py file in the /addons/crm/ module: _defaults = { 'customer' : False, }

The only effect this had was to totally shut down my erp. ;-) I am new to the system and dont know where to make these changes, but I am willing to experiement and learn.

Avatar
Discard

I have updated the answer.