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Is there a way to share customers' fiscal positions across companies in a multicompany environment?

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Laure Meessen (lme)

I am working in a multi company environment in which I decided to share some contacts across companies. I noticed that fiscal positions are not shared across companies.

For example, contact X is shared across company A and B, both of which have the fiscal positions "EU Countries" set up. I suspects that, although my fiscal position have the same name in both companies, they are in fact 2 different records (one for each company). This seems to keep me from sharing the fiscal position on both companies in one operation. I have to open my contact and set up the fiscal position "EU Countries" once on company A and once on B. 

Is there a way on Odoo standard + Studio to create some kind of automated action / server action that would facilitate the harmonization of fiscal positions on contacts shared across companies in a multicompany environment?

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Laure Meessen (lme)
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In a multi company setting, contacts can be either specific to a single company or shared across all companies.

On the other hand, in the database structure, fiscal positions are always specific to a single company and cannot be shared. For instance, in order to have a "EU countries" fiscal position in all of your companies you would first need to create it in each company. Each of them would have its own unique identifier (even if they share the same name). 

Therefore, automatic harmonization of fiscal positions on shared contacts across companies is not possible.

One solution to this issue would be to work with successive imports / exports.

  1. create a mapping table to link your companies and their own fiscal position identifiers

  2. export, once on each company, your contacts and their related fiscal positions

  3. harmonize fiscal position across all companies using the mapping table

  4. re-import, once on each company, your contact with the right fiscal position for the specific company

Always try to perform some safety checks before validating the changes.

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