Dynamic Pricelist Activation Based on Delivery Date and Validation

Sales quotation

3 Respuestas

4745 Vistas

Mohammad Al Shayeb (mhas)

I'm seeking a solution to dynamically apply a pricing list based on the scheduled delivery date, rather than the date of quotation creation. For instance, I maintain distinct price lists corresponding to each month. However, since customers are required to make a deposit prior to delivery, there arises a scenario where the upcoming month's prices are 20% higher than the current rates. Given that a quotation might be generated today for a delivery in the subsequent month, the manual adjustment of the price list becomes the sole recourse. Is it feasible to establish multiple price lists, associate each with its relevant month within the validation framework, and ensure that an error is triggered if an incompatible price list is selected for the delivery month?

Example: Let's say you run a flower shop, and you have varying price lists for different seasons. You create price lists for January, February, and March. A customer requests a quotation for a flower delivery scheduled for February. The current month is January, and the prices are lower. However, since the delivery will be made in February when prices are higher, your system, using the set validation rules, detects the mismatch between the selected January price list and the February delivery month. An automatic error message is displayed, prompting the user to choose the appropriate February price list for accurate pricing.

Vashmitha V

Mejor respuesta

Hello there,

for this, create a custom module to add some constrains.

seasonal_pricelist\models\sale_order.py

from odoo import models, fields, api, _
from odoo.exceptions import ValidationError


class SaleOrder(models.Model):
    _inherit = 'sale.order'

    is_delivery_date_based_price = fields.Boolean(
        string='Is price based on Delivery date',
        tracking=True,
    )

    @api.constrains('is_delivery_date_based_price', 'commitment_date')
    def _check_commitment_date_required(self):
        for order in self:
            if order.is_delivery_date_based_price and not order.commitment_date:
                raise ValidationError(
                    _("Commitment Date is required when 'Price based on Delivery date' is enabled.\n"
                      "Add the delivery date in the Other Info tab under the Delivery section.")
                )


class SaleOrderLine(models.Model):
    _inherit = 'sale.order.line'

    def _get_order_date(self):
        self.ensure_one()
        price_date = (
            self.order_id.commitment_date
            if self.order_id.is_delivery_date_based_price and self.order_id.commitment_date
            else self.order_id.date_order
        )

        return price_date

seasonal_pricelist\views\sale_order.xml

<?xml version="1.0" encoding="UTF-8"?>
<odoo>
    <record id="view_sale_order_form_inherit" model="ir.ui.view">
        <field name="name">sale.order.form.inherit</field>
        <field name="model">sale.order</field>
        <field name="inherit_id" ref="sale.view_order_form"/>
        <field name="arch" type="xml">
            <xpath expr="//group[@name='order_details']/field[@name='payment_term_id']" position="before">
                <field name="pricelist_name" invisible ="1"/>
                <field name="is_delivery_date_based_price"/>
            </xpath>
        </field>
    </record>
</odoo>

Add it's respective __init__.py and __manifest__.py files
As this result,

One field with check box will appear on sale order, when it checked off [✅], then must the delivery date if filled to reflect the price on delivery date

After this, create a pricelist for the product with start date and end date,