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Customizing partner defaults

Matthew Jessop
on 8/12/13, 9:52 AM 1,023 views

I am trying to get the partner default for the customer checkbox in sales & purchases tab off by default i have looked in the set defaults but when i uncheck the box there isn't a "customer = false" option to allow me to save it.

Any help would be greatly appreciated

Kind Regards Matt

Hi Ray ive tried that. for suppliers by default it is supplier (Happy with that) however i want to change when i am clicking create in Sales -> Contacts OR create in messaging -> contacts (the context is {"search_default_customer":1} or {} Respectively. i have tried changing them but it has no effect

Matthew Jessop
on 8/20/13, 6:01 AM

apologies forgot to log out and log back in. thank you for the help i will look into getting into the nitty gritty of menus but this is just for a demo / testing platform at the mo

Matthew Jessop
on 8/20/13, 6:08 AM

Ray Carnes

--Ray Carnes--
| 9 7 9
Keyport, United States
--Ray Carnes--

Senior ERP Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0 and 11.0.

Completed Odoo Functional and Technical Training.

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I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
On 8/13/13, 12:07 AM

Have a look at the way the Purchases -> Purchase -> Suppliers menu option works.

The corresponding Window Action defines default values via a Python dictionary in the Context Value field.

{'default_customer': 0,'default_supplier': 1}

This notation of default_fieldname can be used in your own menu item (I wouldn't suggest changing any of the OpenERP ones because the changes will be reverted during the next upgrade or if you update the core modules.

Note: you can EDIT the WINDOW ACTION from the dropdown menu that is shown in DEVELOPER MODE.

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Asked: 8/12/13, 9:52 AM
Seen: 1023 times
Last updated: 3/16/15, 8:10 AM