1. Articles
  2. Partner Change Parent
Liste de prix publique

Partner Change Parent

Technical Name:
partner_change_parent
License:
LGPL-3
Author:
Savoir-faire Linux
Maintainer:
https://odoo-community.org
Website:
https://www.numigi.com
Repository:
https://github.com/Numigi/odoo-partner-addons/tree/12.0/./partner_change_parent
https://kastor.lab.numigi.net/web/image/product.template/1089/image_1920?unique=0a81b40
  • Odoo Version

Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables

Partner Change Parent

Summary

This module adds a button in the partner form view for changing the parent entity of a contact.

Changing a parent entity is a complex operation. The contact may not be merely reassigned to a different entity, because all documents created under the previous entity will follow the contact under the next entity.

For example, customer invoices emited in regard to a given entity must not be reassigned to another entity.

Usage

I go to the form view of a contact.

I notice that I the parent entity is readonly.

static/description/contact_parent_readonly.png

I also notice a new button Change Parent Entity.

static/description/contact_change_parent_button.png

I click on the button. A wizard is opened, asking me to select a new parent for the contact.

static/description/change_parent_wizard.png

I select a new parent, then I click on Validate

static/description/change_parent_wizard_validate.png

The form view of a copy of my contact is opened. This contact has the new parent entity.

static/description/new_contact_form.png

Using the breadcrumb, I can go back to the original contact.

static/description/new_contact_breadcrumb.png

I notice that the original contact is archived.

static/description/old_contact_form.png

Correction Of The Parent Company

Since version 1.1.0 of the module, a new checkbox appears on the wizard.

static/description/wizard_correction_checkbox.png

When the box is checked, instead of archiving the contact and creating a new contact, the company is directly changed on the contact.

By default, the box is checked.

If you uncheck the box, a warning message is displayed.

static/description/wizard_correction_warning.png

Most time, when the company needs to be changed on a contact, it is because the company was wrongly filled. The cases where a contact moves to another company are less frequent.

This mecanism was instored to prevent polluting the database with multiple duplicates of the same contact.

How the module works

The following procedure is applied for changing a contact from an entity to another.

  • The contact is copied.
  • The copy is placed under the destination entity.
  • The old contact is archived.

Portal Users

If the partner is bound to an active portal user, when changing the parent entity, a blocking message will be raised.

static/description/portal_user_error_message.png

Before changing the parent, you must go to the form view of the portal user and archive this user.

static/description/portal_user_archive.png

Contributors