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How to change company in opportunities, quotations and sales orders?

By
Jairo Llopis
on 2/17/14, 8:02 AM 3,191 views

In a multi-company environment, the field company_id from Sales Orders and Quotations is read only, and in Opportunities it's not visible. Why? How can I edit it in any stage?

1

Prakash

--Prakash--
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Bikaner, India
--Prakash--

OpenERP Devloper at SunARC Technology

Prakash
On 2/17/14, 9:44 AM

In Sale Order default company_id is related field

'company_id':fields.related('shop_id','company_id',type='many2one',relation='res.company',string='Company',store=True,readonly=True)

relation is the table to look up that reference in shop table --> company_id field

For Example, For example if you have two shops with different company

Menu: Configuration --> shop

Shop Name: Birmingham shop Company: Your Company, Birmingham shop

Shop Name: Chicago shop Company: Your Company, Chicago shop

In sale order company value saved based on the shop company in sale order

0
Kurt Haselwimmer
On 12/17/14, 1:26 AM

In v8 it no longer appears possible to configure shops according to this post:- https://www.odoo.com/forum/help-1/question/how-to-create-and-configure-a-shop-in-odoo-version-8-69796. I have tried to configure multiple Point of Sale points to specify multiple companies all delivering from the same warehouse but this is not allowed by the PoS configuration - thus it seems impossible to specify the company explicitly in the sales order.

The delivering warehouse can be selected in SO, and it seems that the company can be selected at the invoicing stage so maybe it is possible to get around not be able to specify the company at the SO stage.

0
Miles Cantley
On 12/31/14, 12:30 PM

I have discovered that you can force a change in company on a Sales order by changing the Warehouse, if you have warehouses for different companies.

To create warehouses for different companies I have had to belong to each of the companies in turn, while creating the relevant warehouse. Once back in the correct company you can select any of the warehouses in the Sales Order, which forces a change in the company.

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Asked: 2/17/14, 8:02 AM
Seen: 3191 times
Last updated: 3/16/15, 8:10 AM