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Help

How to show sales/purchase (order/quotation) to the new company?

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This question has been flagged
salesteamsforumsale.order.formdeveloperv14
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Abdul Razak

I have 3 companies, in addition, I am going to add another one new company. I want to show all the 3 company sales order and quotation to the new company. Can any one help me regarding this?? Currently I am using version 14 EP edition.


Many thanks.

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K Ch Kumar Jagabattula
Best Answer

You can add new company as a parent company for all the 3 companies. (or)

You can add all the 3 companies as allowed companies for users of new company (or) 

You can create a new group and create a record rule to display all other companies SO and PO (but you have to make the default multi-company rule from global to any other group/groups.)


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Jainesh Shah(Aktiv Software)
Best Answer

Hello Abdul Razak,

You can select multiple companies whose PO and So you want to show.

For Example :

I have 5 SO in my company(San Francisco). I want to show them in my company(Chicago). So i will select both the company to view San Francisco's SO and PO.

Hope it will help you.

Thanks & Regards,
Email: odoo@aktivsoftware.com
Skype: kalpeshmaheshwari

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