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Show Delivery Orders on the Customer record

Ray Carnes
on 12/19/13, 7:06 PM 1,957 views

Can the list of Delivery Orders for each Customer (both waiting and done) be shown on the Customer form view?


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.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

  • Business Process Reengineering

  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

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 12/19/13, 7:21 PM

It is possible, and I have been asked for this customization many times.

While it might seem acceptable to add a tab to the Customer form view and list the Delivery Orders there, OpenERP has moved away from having 1 to many relationshiops shown this way (prefering a full screen to show lists of items because full search, filtering, grouping and sorting capabilities are supported).

A good approach is to create a new Window Action to define the list view, and add a button to the Form view.

Something like:

<record id="action_customer_deliveries" model="ir.actions.act_window">
  <field name="name">Delivery Orders</field>
  <field name="res_model">stock.picking.out</field>
  <field name="type">ir.actions.act_window</field>
  <field name="view_type">form</field>
  <field name="view_mode">tree,form,calendar</field>
  <field name="domain">[('type','=','out')]</field>
  <field name="context">{'search_default_partner_id': active_id}</field>
  <field name="search_view_id" ref="stock.view_picking_out_search"/>
  <field name="help" type="html">
    <p class="oe_view_nocontent_create">
     Click to create a delivery order. 
     This is the list of all delivery orders that have to be
     prepared, according to your different sales orders and your
     logistics rules.

<record model="ir.ui.view" id="res_partner_view_buttons2">
  <field name="name">res.partner.view.buttons2</field>
  <field name="model">res.partner</field>
  <field name="inherit_id" ref="base.view_partner_form" />
  <field name="arch" type="xml">
    <xpath expr="//div[@name='buttons']" position="inside">
      <button type="action" string="Delivery Orders" 
           attrs="{'invisible': [('customer', '=', False)]}" 
           context="{'search_default_partner_id': active_id}"/> 

This shows up as a button like this:

image description

Which when clicked, shows all orders for that Customer:

image description

Is there a module to implement this in v7?

Gilles Lehoux
on 1/31/14, 6:43 PM

Please email me and I will share it - it will take a few more weeks to get it up in the Apps store. rcarnes at ursainfosystems.com

Ray Carnes
on 2/10/14, 4:07 PM

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Asked: 12/19/13, 7:06 PM
Seen: 1957 times
Last updated: 3/16/15, 8:10 AM