This module is usefull if there are multiple companies in the same Odoo database and those companies sell goods or services among themselves.
Imagine you have company A and company B in the same Odoo database and company A purchase goods from company B: company A will create a purchase.order with company B as supplier, and company B will have to create a sale order with company A as supplier. This module automate the creation of the sale order in company B.
You can also opt for another scenario: company B create an invoice with company A as customer. The module will automate the generation of the supplier invoice in company A.
To configure this module, you need to go to the menu Settings > Companies > Companies, select one of the companies and go to the tab Inter-Company Rules. You have to choose which scenario you want to have for interactions between companies: either automate the creation of sale.order / purchase.order between companies, or automate the creation of customer invoice / supplier invoice between companies (you cannot do both).
Another important configuration is the Inter Company User : it is the user that will be used to automatically generate the corresponding object in the other company. One important thing to understand is that the fields Customer Taxes (technical field field: taxes_id) and Supplier Taxes (technical field field: supplier_taxes_id) on product.template are NOT property fields (in new API, we would say: company_dependant=False). Therefore, it is only the multi-company record rule on account.tax that make sure that, for a particular product, the taxes for company A are selected when you invoice this product in company A and the taxes for company B are selected when you invoice this product in company B. So you cannot select the administrator as Inter Company User because this user by-passes the record rules ; you have to select a regular user that is attached to the company and only to this company (don't select a user that is allowed to switch between companies). Special per-company filtering of taxes has been added in the product_id_change method in of sale.order.line and purchase.order.line (cf this commit for the purchase.order.line, dated December 11th 2015), but this filtering is not yet present in the product_id_change method of account.invoice.line. When this per-company filtering of taxes will be present on account.invoice.line, we will be able to use admin as the Inter Company User.
If you choose the option Create Invoices/Refunds when encoding invoices/refunds made to this company in the configuration of company B, when you validate a Customer Invoice in company A with company B as customer, then a Supplier Invoice will be automatically created in company B with company A as supplier.
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback <https://github.com/OCA/ multi-company/issues/new?body=module:%20 inter_company_rules%0Aversion:%20 8.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>.
- Odoo S.A.
- Chafique Delli <chafique.delli@akretion.com>
- Alexis de Lattre <alexis.delattre@akretion.com>
- Lorenzo Battistini <lorenzo.battistini@agilebg.com>
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
To contribute to this module, please visit https://odoo-community.org.