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_

相关帖文	回复	查看
How to set different minimum margins based on cost price ? 已解决 priceslist quickstart margins Studio AutomatedActions	1 5月 24	5653
Return product: how to create a Receipt on a Sale Order? 已解决 sales quickstart	2 12月 24	4111
How to add a related field coming from a sales order on an invoice? 已解决 quickstart Studio	2 5月 25	6457
How to filter the customers in the Sales Order for the salesperson? 已解决 quickstart Studio	1 3月 23	3131
Studio : add a specific field (SIRET) in the header of PDF documents quickstart Studio	0 7月 21	444

此问题已终结

喜欢讨论吗？不要只阅读，加入进来！