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Create Customer numbers automatically

By
Randall Risser
on 7/20/16, 8:39 AM 473 views

We migrated from an old accounting system to Odoo. The old system automatically created customer number.

We imported those customers numbers into the default code/internal reference of Odoo.

I am using Odoo v9 Online so I can't make a module. Is there a way with a server action that I can do this?

I don't want it to wipe out any customer numbers that are currently applied. I just want the next number in sequence each time a customer is created. So something like: If customer number is blank run server action to create customer number at the next sequence number .

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Fabrice Henrion (fhe)

--Fabrice Henrion (fhe)--
5978
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San Francisco, United States
--Fabrice Henrion (fhe)--

Director Odoo USA

Fabrice Henrion (fhe)
On 7/20/16, 7:35 PM

It is possible on Odoo Online. You probably would want to create a sequence pattern, create a new field on the customer form (or re-use the internal reference like you did), and have a server action that fills it in automatically based on the sequence.

If you want Odoo to do it for you, it can be done with a success pack: https://www.odoo.com/pricing-packs

But why do you need to keep those numbers if they are specific to your previous software? Do you need to associate those specific numbers with something else in Odoo?

We want to keep the numbers the same as before because they are customer numbers. We don't want to have to give our customers new ones. We want to be able to look them up by that number. I can create a sequence starting number in the development settings but I don't know how to trigger the sequence with the server action. Can you give any guidance on that?

Randall Risser
on 8/15/16, 4:12 PM

It's pretty technical and the kind of thing that a developer would do. It's not just point-and-clicking.

Fabrice Henrion (fhe)
on 8/15/16, 6:10 PM
0

Axel Mendoza

--Axel Mendoza--
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Camaguey, Cuba
--Axel Mendoza--

DevOps - Full stack - Software Architect - Developer - Technology Integrator

I could help you to develop anything and solve complex problems based on technologies, integrations and tricky stuffs mostly in Python with OpenERP/Odoo, Zato, Django and many others frameworks programming languages and technologies.

I offers consulting services to anyone with an unanswered questions or needs for customizations. Think about it, maybe it's better to have an expert to solve your issues and projects than having a full time employee trying to understand what to do an how

Reach me at aekroft@gmail.com

Axel Mendoza
On 7/20/16, 5:55 PM

For Odoo online you don't have many options, just ask Odoo S.A for support about that here

https://www.odoo.com/help

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Asked: 7/20/16, 8:39 AM
Seen: 473 times
Last updated: 7/20/16, 7:35 PM