コンテンツへスキップ
メニュー
この質問にフラグが付けられました
8 返信
17562 ビュー

How to choose the default selected journal in a new customer invoice?

How to choose the default journal according to logged user?

アバター
破棄
最善の回答

You activate Developer Mode. In developer selection view you find Set Defaults. In this way, you set default value of any field.

アバター
破棄
著作者

Oh! So easy and I didn't know. Thanks!

著作者

It works! Thank my friend.

最善の回答

Bonus answer.  You mentioned that you want to set the default based on the logged user.  If you have a lot of users, setting it from Developer's mode is not economical.  You can access the Settings >> Technical >> Actions >> User-Defined Defaults to set it for each user.

アバター
破棄
著作者

very interesting. thanks

Pleasure to help.

最善の回答

Hello,

if you set a condition (Type=Customer Invoice), it seems the default value is kept. You need to set this condition because there is a onchange on company_id that reset the journal id. 

アバター
破棄
最善の回答

Hi!

I managed to do that by adding a condition like Laetitia Gangloff asked.

But, when I create an invoice based on an order, this condition doesn't work. :-(

How can we really change the default journal for invoices please … ?

アバター
破棄

Is someone can answer to this question?

Any update? Thanks

関連投稿 返信 ビュー 活動
1
8月 19
3578
1
7月 24
11605
2
4月 15
5942
1
5月 16
3415
0
1月 25
1049