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Creating multiple sets of terms and conditions in Odoo based on bank selection

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configurationaccountinginvoiceres.config.settingscreditnotes
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Izzat

Hello everyone,

I am currently using Odoo to manage my business operations, and I have a unique requirement. I need to set multiple sets of terms & conditions based on the selected bank for each transaction. At the moment, I have two banks (Ambank and Public Bank), but this will increase in the future (e.g., Maybank, CIMB Bank, etc.).

Additionally, these terms and conditions will be fetched and applied when creating invoices, but they should not appear on credit notes.

I am aware that by default, Odoo provides one set of terms & conditions, but in my case, I need multiple sets, each tied to a specific bank.

I have tried creating a new module and added fields for the second set of terms in the res.company and res.config.settings models, which seems to work well for two banks. However, I am not sure how to scale this for an arbitrary number of banks.

Can anyone provide me guidance on how to best structure this in Odoo? Specifically, I am looking for a way to create and manage an arbitrary number of terms & conditions sets, and to select the appropriate set based on the bank chosen for a given transaction.

Any help or guidance would be much appreciated!

Thank you!


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