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account_banking_mandate_sale_contact/README.rst
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@@ -29,8 +29,8 @@ Account Banking Mandate Sale Contact
|badge1| |badge2| |badge3| |badge4| |badge5|
This module combines the functionality of account_banking_mandate_sale
with account_banking_mandate_contact and to allows you to add a specific
contact mandate to sale orders.
with account_banking_mandate_contact and allows you to set up a default
contact mandate for sale orders.
**Table of contents**
@@ -42,12 +42,15 @@ Configuration
To configure this module, you need to:
1. Go to Settings/Sales/Invoicing and select the Default Mandates
option. This allows you to choose if you want the mandate of the sale
partner, invoice address or delivery address.
2. If you want to specifically change the default mandate for a
customer, you can go to the "Sales & Purchase" tab of his contact
form.
1. Go to *Settings > Sales > Invoicing* and select the "Default Sale Mandate Contact"
option. This allows you to configure in which sale partner the
mandates will be searched for: customer, invoice address,
invoicing commercial entity, etc.
2. If you want to specifically set that option for a specific partner,
you can go to the "Sales & Purchase" tab his contact form. And edit the
"Default Sale Mandate Contact" field. This option is only available in
company contact types and it will affect all the childen contacts
Usage
=====
@@ -58,9 +61,11 @@ For selecting the mandate at contact level:
2. Open or create one contact.
3. On the "Sales & Purchase" page, fill *Contact Mandate*.
Then, when you select a payment mode that requires mandate on a sale
order, Odoo will choose the mandate selected at contact level. That
mandate will be copied from the sale order to the invoice.
For setting the mandate automatically at sale order level:
1. Go to *Sales > Orders > Quotations* and create a sale order with a payment mode that requires mandate
2. See how Odoo automatically fills the mandate with the one you selected at contact level. That
mandate will be copied from the sale order to the invoice.
Bug Tracker
===========

4
account_banking_mandate_sale_contact/models/res_partner.py
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@@ -24,9 +24,7 @@ class ResPartner(models.Model):
" sale invoice address\n"
"- Delivery Address Mandate: Odoo will look the mandate in the"
" sale delivery address\n"
"- False: Odoo will use the first mandate he founds for the partner company."
" Odoo will also use this option if no default mandate is found in the"
" partner of the above options",
"- False: Odoo will use the company configuration option",
)
@api.model

2
account_banking_mandate_sale_contact/views/res_config_settings.xml
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@@ -17,7 +17,7 @@
<setting
id="sale_default_mandates"
help="The partner of the sales in which odoo will search for the mandate"
title="The contact of this company in which odoo will search for the mandate on sales&#013;- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company&#013;- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company&#013;- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address&#013;- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address&#013;- False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
title="The contact of this company in which odoo will search for the mandate on sales. &#013;-Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company. &#013;-Commercial Customer Mandate: Odoo will look the mandate in the sale partner company. &#013;-Invoice Address Mandate: Odoo will look the mandate in the sale invoice address. &#013;-Delivery Address Mandate: Odoo will look the mandate in the sale delivery address. &#013;-False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
>
<field name="sale_default_mandate_contact" />
</setting>