Overslaan naar inhoud
Je moet geregistreerd zijn om te kunnen communiceren met de community.
Alle posts Personen Badges
Labels (Bekijk alle)
odoo accounting v14 pos v15
Over dit forum
Deze vraag is gerapporteerd
portalreferencecustomer_portal
2 Antwoorden
659 Weergaven
Avatar
Upex Electrical Distributors Ltd.

We want to roll the portal out to our customers so they can log on and see their invoices. Out of the box the portal does not display the customer order reference. Is it an easy task for this to be added. Would anyone have any instructions or guidance on how to achieve this.

Online, Odoo 18.

Thank you all

Avatar
Annuleer
Codesphere Tech

Hello
You can update in this template: My Invoices and Payments and add field <t t-out="invoice.ref"/>

Avatar
Cybrosys Techno Solutions Pvt.Ltd
Beste antwoord
Hi,
Please add the following XML code to your custom module and install it. Once installed, the Customer Reference field will be available on the portal.

<?xml version="1.0" encoding="utf-8"?>
<odoo>
    <template id="portal_my_invoices_inherit_ref"
              inherit_id="account.portal_my_invoices"
              name="Portal My Invoices: Customer Reference">

        <!-- Add header column after "Invoice Date" -->
        <xpath expr="//thead/tr/th[2]" position="after">
            <th>Customer Ref</th>
        </xpath>

        <!-- Add body cell after the invoice_date cell -->
        <xpath expr="//tbody//td[2]" position="after">
            <td>
                <span t-out="invoice.ref or invoice.invoice_origin or ''"/>
            </td>
        </xpath>

    </template>
</odoo>

Hope it helps.

Avatar
Annuleer
Avatar
Jainesh Shah(Aktiv Software)
Beste antwoord

Hello Upex Electrical Distributors Ltd,


Yes, this can be done easily by adding the following code in your custom module.

Inherit the portal_my_invoices template and add the Customer Reference column:


<template id="portal_my_invoices_inherit_ref" inherit_id="account.portal_my_invoices">
    <xpath expr="//th[@name='amount_due']" position="after">
        <th name="customer_ref" class="text-end pe-3">Customer Reference</th>
    </xpath>
    <xpath expr="//td[@name='invoice_status']" position="before">
        <td class="text-end pe-3">
            <span t-out="invoice.ref"/>
        </td>
    </xpath>

</template>


This uses invoice.ref which is the native Customer Reference field on the invoice. No extra computation needed.

Portal users will now see the Customer Reference column on their invoice list.


If you have any questions, feel free to reach out.

Hope this helps!

 

Thanks and Regards,

Email: odoo@aktivsoftware.com

Avatar
Annuleer
Gerelateerde posts Antwoorden Weergaven Activiteit
Giving access to report pdf via access token
portal customer_portal AccessControl accesstoken
Avatar
Avatar
Avatar
2
jan. 23
8856
How do I create a customer portal page?
customize portal customer_portal website
Avatar
0
dec. 21
10286
Customer Portal Invoice (We haven't sent you any invoice) OpenERP Version-7
customer portal customer_portal invoice_portal
Avatar
Avatar
1
mrt. 15
6419
Customer Portal Invoice domain
v7 invoices portal customer_portal
Avatar
0
mrt. 15
6595
ValueError: Expected singleton: res.partner() when I try to give Portal Access to a customer Opgelost
portal
Avatar
Avatar
2
jan. 26
2720