From 4f0644f9443b048b2b52380e9f84a16f737807a0 Mon Sep 17 00:00:00 2001 From: sygel Date: Fri, 24 May 2024 10:26:17 +0200 Subject: [PATCH] [IMP] README.txt --- .../README.rst | 27 +++++++++++-------- .../models/res_partner.py | 4 +-- .../views/res_config_settings.xml | 2 +- 3 files changed, 18 insertions(+), 15 deletions(-) diff --git a/account_banking_mandate_sale_contact/README.rst b/account_banking_mandate_sale_contact/README.rst index a5fde0416..ca1a2492c 100644 --- a/account_banking_mandate_sale_contact/README.rst +++ b/account_banking_mandate_sale_contact/README.rst @@ -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 =========== diff --git a/account_banking_mandate_sale_contact/models/res_partner.py b/account_banking_mandate_sale_contact/models/res_partner.py index 6e00d76ea..57b377823 100644 --- a/account_banking_mandate_sale_contact/models/res_partner.py +++ b/account_banking_mandate_sale_contact/models/res_partner.py @@ -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 diff --git a/account_banking_mandate_sale_contact/views/res_config_settings.xml b/account_banking_mandate_sale_contact/views/res_config_settings.xml index 6a91a1ca6..c12c5b3ed 100644 --- a/account_banking_mandate_sale_contact/views/res_config_settings.xml +++ b/account_banking_mandate_sale_contact/views/res_config_settings.xml @@ -17,7 +17,7 @@