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Bruce Rochester

What would be considered best practice when issuing POs when we have a supplier with multiple sub-contacts?

Eg. When I order anvils from Acme Corporation, I would like them to go to the attention of my contact at that company, Mel Blanc. BUT, I don't want cheques to be made out to Mel, I want them to be made out to Acme Corporation.

Is it possible to have any vendor bills that are created from POs use the company partner, rather than the sub-contact I selected on the PO? Or would this require a customization? If this requires a customization, it would sure save me a bunch of time if someone could point me to the class/function I need to modify.

Thanks!

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Bruce Rochester
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I ended up making a customization to resolve this issue.

  • Added a new model field vendor_contact_id to purchase orders.

  • Added vendor_contact_id below vendor on purchase form view

  • Restricted domain of vendor to companies

  • Used vendor (partner_id) onchange to set domain of vendor_contact_id to subcontacts of selected vendor

  • Modified reports to show ATTN to the selected vendor contact

  • Modified e-mail templates to send POs/RFQs to vendor contact person instead of parent company

This customization allows us to ensure all vendor bills are being created under the parent company rather than the contact person, while still allowing the user to select a contact person that should receive the PO.

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Paresh Wagh
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Hi Bruce: 

While creating the Vendor Bill, after selecting the PO, you can go back and change the Vendor to the company partner instead of the partner contact. That should take care of what you need without any customization.

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Bruce Rochester
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Thanks Paresh, but we are trying to avoid the need to change the vendor on hundreds of bills every month. I've made a customization and will post it below as an answer.