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Smart Fiscal Positions

Elvin Kosova
on 3/22/13, 1:35 PM 5,934 views

I've been trying to configure OpenERP to automatically assign Customers (res.partner) Fiscal Position value based on their location. I've tried with Automated Action Rules (base_action_rule) module, however without success. Perhaps I've miss-configured them, or maybe it's entirely impossible to do this automation using Automated Action Rules.

Here is what I did:

  • Related Document Model: res.partner

  • Before Update Filter - domain:[['customer', '=', 1], ['country_id', '!=', 'United States'], ['property_account_position', '!=', 'Tax Exempt']]

  • After Update Filter - domain:[['customer', '=', 1], ['country_id', '!=', 'United States'], ['property_account_position', '=', 'Tax Exempt']]

  • server action: Condition: True, Object: res.partner, Action Type: Write, Model: res.partner, Field: Fiscal Position - Value - account.fiscal.position,2

Is there a non-programmatic way (by that I mean not creating a module or otherwise altering the code of the application) of doing this?


Guewen Baconnier - Software Developer, Camptocamp

--Guewen Baconnier - Software Developer, Camptocamp--

| 6 7 8
Lausanne, Switzerland
--Guewen Baconnier - Software Developer, Camptocamp--

Guewen works at Camptocamp as an Odoo developer since 2010. He is the lead developer of the Odoo Connector framework and the Magento Connector. He is a delegate member of the OCA, a committer and an active contributor to the OCA projects.


Guewen Baconnier - Software Developer, Camptocamp
On 3/27/13, 4:43 AM

Have a look at the modules:

  • account_fiscal_position_rule
  • account_fiscal_position_rule_purchase
  • account_fiscal_position_rule_sale
  • account_fiscal_position_rule_stock

You can find them in the community project openerp-fiscal-rules

You'll be able to apply a fiscal position based on the origin country or state and destination country or state. Theses modules can also be easily extended with additional rules (based on a category of partners for instance).


michel Guénard

--michel Guénard--

| 5 5 8
--michel Guénard--

VP operations & finance Social entrepreneur Certified Public Accountant Past Chief internal auditor

michel Guénard
On 3/22/13, 1:48 PM

may be useful for you (found at [http://www.netcerto.eu/en/openerp-possibilities/accounting-module]) ....................3.2.1 Taxation

C:\fakepath\60. Accounting module - tax regions.JPG

I don't know if it is implemented in V7.

I've figured that automatic taxation based on a customer region is not native functionality of v7 however, Fiscal Position can be useful in these situations. Manually assigning Fiscal Position to customer results in expected behavior. Now, the problem is how to automatically assign Fiscal Position to customer once it's location has been set.

Elvin Kosova
on 3/22/13, 1:57 PM
On 3/27/13, 4:32 AM

Take a look at account_fiscal_position_country module.

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Asked: 3/22/13, 1:35 PM
Seen: 5934 times
Last updated: 5/23/16, 5:23 PM