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Hello,


I want to add the customer name to my printed pdf reports name.


Now, pdf reports default name is: Order - S00189
I want it to become: Order - S00189 - FirstName LastName


I know it is done from Setting --> Technical --> Reports --> The Report I want, and then modifying the Printed Report Name field code. But I do not know how to properly modify it.

The field currently contains the following code:

(object.state in ('draft', 'sent') and 'Quotation - %s' % (object.name)) or 'Order - %s' % (object.name)

Thanks for the help



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Best Answer

Unless you have your own custom fields for First and Last Name, you would normally use Display Name which would automatically be set to:

  • the Company Name
  • the Individuals Name
  • the Company Name followed by the Individuals Name

Examples:

  • ACME, James Smith
  • ACME
  • James Smith


To get something like this:

     

Try this:

(object.state in ('draft', 'sent')  and 
'Quotation - %s - %s' % (object.name, object.partner_id.display_name)
)
 or
'Order - %s - %s' % (object.name, object.partner_id.display_name)


Note: If the comma in the filename causes problems (it may with older software not written by our awesome Odoo developers), you can switch to the name field instead to just show the Company or Individual Name instead of the combination.​

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Author

Thank you! It works perfectly!

Awesome!

Best Answer

Thanks, this works perfect!

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