Odoo Help


tax based on partner instead of product? [Closed]

on 4/15/13, 4:19 PM 1,952 views

The Question has been closed

Ray Carnes
on 05/28/2013 18:58:02

My client is owning door manufacturing company. They actually define the tax for each customer not the product. Is it possible to have this feature without affecting the standard accounting flow? Is this a standard somewhere? Is there any standard way of having this tax based on partner.?


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 4/15/13, 11:52 PM

This is done via the FISCAL POSITION of the partner.

A fiscal position is associated on a 'per partner' basis, and then copied to all relevant sale orders and then to invoices.

Accounting -> Configuration --> Taxes --> Fiscal Positions

A video explaining how to set these up is at http://www.youtube.com/watch?v=_7Yip6zfZzw

Hi Ray, Thanks for your answer.

on 5/27/13, 7:27 AM

But when i update, it will not reflect in Customer tax field.

on 8/2/13, 2:33 AM

Changes will only been seen for NEW documents. New orders, and new invoices. OpenERP doesn't go back and change historical documents.

Ray Carnes
on 8/2/13, 3:12 AM

@Ray. I created a new customer. And created a fiscal position from the above link. Select the fiscal position name in customer, accounting tab. Then created a new sale order, but no effect. Please provide any document or tutorial. "How can we set tax % to a partner?" First i solved by this. But i cant solve in the screen shot provided in the question.

on 8/2/13, 3:27 AM

@Remya. I suggest you create a new question. Document the steps you complete with screenshots so readers can understand what "no effect" means. Explain what you are doing and what you expect.

Ray Carnes
on 8/2/13, 3:02 PM

@Ray. "How to set tax and discount for a customer?" Please check this question. I updated my requirement

on 8/3/13, 2:37 AM

@Ray. Kindly please help me i'm in a trouble situation.

on 8/3/13, 2:38 AM

About This Community

This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.


Odoo Training Center

Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.

Test it now

Question tools

1 follower(s)


Asked: 4/15/13, 4:19 PM
Seen: 1952 times
Last updated: 3/16/15, 8:10 AM