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How can I add custom fields that calculate a combination of other fields? Like Sales Margin as a percentage? Without a module.

By
Ray Carnes
on 9/17/16, 8:04 PM 1,384 views

I know I can write code and create a module to add custom fields to Odoo.

I also know that custom fields can be added via the User Interface easily.  Is it possible to create a new field that gets it value automatically (by a calculation) from another set of fields?

5
Ray Carnes
On 9/17/16, 8:25 PM

1.  Enable the option to show Margins on Sales Orders:

       Sales --> Configuration --> Settings  

     


2.  Add the field via the User Interface:

      Settings --> Technical --> Database Structure --> Fields

      Create

      

The code for the Compute section is:

for record in self:
    if record['amount_total'] > 0: 
record['x_margin_percentage'] = record['margin'] / record['amount_total']


3. Add the field to the User Interface, by creating a view that inherits and overrides the Odoo Sales Order Form view that adds the margin field:

      Settings --> Technical --> User Interface --> Views

      Create

      

The XML for the Architecture field is:

<field name="margin" position="after">    
<field name="x_margin_percentage">
</field>


Finished Customization:


Note: You may also want to use amount_untaxed instead of amount_total if you don't want tax included in the margin calculation

Bista Solutions US, Ray Carnes
on 10/24/16, 10:11 PM

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Asked: 9/17/16, 8:04 PM
Seen: 1384 times
Last updated: 10/10/16, 9:06 AM