Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

How set condition in term rules (module agaplan_terms_and_conditions)

Subscribe

Get notified when there's activity on this post

This question has been flagged
17 Replies
6874 Views
Avatar
Virginie

Hi, I use the module agaplan_terms_and_conditions to add our sale terms in sale.order report and it works fine. Now I would like to add another document (pdf) in the sale.order report but with condition (if invoice_type_id = 'A value'). I try several syntaxes but I always get the same error message when I open the report : "model - (<type 'exceptions.keyerror'="">, KeyError('model',), <traceback object="" at="" 0x7ffa3a2e5248="">) ".

Does somebody know how to set the conditions in term rules ?

regards

Virginie

0
Avatar
Discard
Victor Godayer

Hi Virginie, did you finally found out something, I'm having the same problem actually

Avatar
Sarl
Best Answer

Hi,


Find the solution for use this module to Odoo 8 :

http://www.developpez.net/forums/d1456041/logiciels/solutions-d-entreprise/erp/odoo-ex-openerp/odoo-mettre-conditions-generales-dos-d-facture/

0
Avatar
Discard
Avatar
Shashank Verma
Best Answer

Hello Virginie & Victor I have installed this module. I have created terms and rules but nothing seems to happen. I know iam making some errors in configuration. Can you please help me to configure?

0
Avatar
Discard
Victor Godayer

Hello. Did you go to Configuration - Terms ? What do you see there ? You need to configure there the Terms app, by uploading the documents you want to be appended to your quotes/invoices.

Shashank Verma

Sorry iam new to this requirement ,so can u help me a bit to understand .

i have uploaded 1 pdf file contain 1line of string. I did following configuration-> Insertion mode=after report report=invoice report name=account.invoice condition=

but nothing seems to reflect on accounting->customer invoice-> report

Can you help me to know the steps 1by 1 because i didn't found any documentation.

Shashank Verma

http://help.openerp.com/question/42097/how-to-create-terms-and-rulesmodule-agaplan_terms_and_conditions/

I have added snapshot, please refer above URL

Victor Godayer

what happen if you replace account.invoice by sale.order, then print a quotation/sale order ?

Shashank Verma

Yes , now its working for sale order. But why not invoices? Do i have to customize this module ?

Shashank Verma

and iam using condition= object.partner_id.print_terms,'=','t' but it always display the string in report. What condition i need to use to restrict it.

Victor Godayer

what do you want to do with this condition? I don't understand what you aim to do with it.

Shashank Verma

A new boolen field "print term" added to customer form (sale & purchase tab). When this field is true attachment will always be included in the selected report else not.

Victor Godayer

replace object.partner_id.print_terms,'=','t' by object.partner_id.print_terms and it should be fine.

Virginie
Author

Hi all,

I forget to indicate that I'm working on 6.1. I don't know if you have the same version as you.

Now it was resolve on our database but we have meet some problems with firefox 22.0 (see : https://code.launchpad.net/~therp-nl/openerp-web/6.1-lp1197783-file_upload_firefox_22) and python code.

Our version of agaplan wasn't the same as latest apps. We have the version modified in 04/02/2013.

However I try to add terms on invoice report and it is ok for us.

Regards

Shashank Verma

@victor: cool, its working now. and if i want attachment other than sale.order, do i need to customized the module?

Victor Godayer

:) No it should work also for account.invoice and other report without customization.

Shashank Verma

Thanks victor :-)

Prosper Guena Nitcheu

Hello

I installed the agaplan module (OpenERP 7), and it's working only for report_account_invoice and not for report_sale_order. Has anyone faced the same issue ?

Avatar
Victor Godayer
Best Answer

The environnement provided by the module to define conditions is as follow:

env = {
'object': model_obj,
'report': report_xml,
'data': data,
'date': time.strftime('%Y-%m-%d'),
'time': time,
'context': context,
}

So to access your model in the condition, use 'object', for instance

object.partner_id.lang=="en_US"

Nevertheless invoice_type_id is not in the sale.order object field list. You may go through invoice_ids field

0
Avatar
Discard
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now