How to update a field on invoice based on a field on sale order

Question

Use case : I need to display an information on an invoice that is linked to the originating sale order.

Caroline Renouprez (rec) · Accepted Answer

Create an automated action :

Model : Journal entries = invoices
Field : Select the field on the invoice you want to update
Evaluation type : Python
Value :

Reproduce the grey part of the expression and adapt the yellow one : pick the technical name of the field on the SO you'd like to link to your new field on the invoice. If it's a many2one, add .id after the name of the field :

Save.

Clément Stampe (clst) · Answer

Another way to do so is to create a text field and add the same expression in the field "related field".
Model = account.move = journal entries = invoice
!You need to activate the debug mode!
1) Add the text field in the form view
2) Click on "More" button
3) In the "related field" field add the following expression
"invoice_line_ids.sale_line_ids.order_id."
4) Add the name of the field, from the Sale Order model, you want to link with your invoice after the last dot.
For example: "invoice_line_

Post Terkait	Replies	Tampilan
How to set different minimum margins based on cost price ? Diselesaikan priceslist quickstart margins Studio AutomatedActions	1 Mei 24	5652
Return product: how to create a Receipt on a Sale Order? Diselesaikan sales quickstart	2 Des 24	4109
How to add a related field coming from a sales order on an invoice? Diselesaikan quickstart Studio	2 Mei 25	6453
How to filter the customers in the Sales Order for the salesperson? Diselesaikan quickstart Studio	1 Mar 23	3126
Studio : add a specific field (SIRET) in the header of PDF documents quickstart Studio	0 Jul 21	444

Pertanyaan ini telah diberikan tanda

Menikmati diskusi? Jangan hanya membaca, ikuti!