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Ledger for the individual related to a company

Hi 

If the customer is an individual without a related company, I would find the entries in the partner ledger. the same if it is a company.
But if the customer is an individual (or a contact) related to a company, all records appear only in the partner ledger of the company itself but the individual contact ledger will be empty

Is there an OCA module that shows whose contact this amount is for? in the partner ledger ?
I mean a module that makes the entry appear in the contact-partner also, if he is chosen while invoicing or while creating a payment.

Thanks alot


by Ahmed - 10:01 - 10 Nov 2023

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  • RE: Ledger for the individual related to a company

    Dear,

     

    You have to create a partner for you customer as an individual and create your sales order and invoice on this partner and not on the company with the person as a contact. Of course, when the order / invoice is recorded on the company, it is in the company ledger. The contact person is there only as extra information. When the order is intended for the private person and has to be paid by this person, you must assign this private person as the partner.

     

    With kind regards,

     

    Van Hirtum Johan

     

    Van: Ahmed Ragab [mailto:notifications@odoo-community.org]
    Verzonden: vrijdag 10 november 2023 22:02
    Aan: Contributors
    Onderwerp: Ledger for the individual related to a company

     

    Hi 

     

    If the customer is an individual without a related company, I would find the entries in the partner ledger. the same if it is a company.

    But if the customer is an individual (or a contact) related to a company, all records appear only in the partner ledger of the company itself but the individual contact ledger will be empty

     

    Is there an OCA module that shows whose contact this amount is for? in the partner ledger ?

    I mean a module that makes the entry appear in the contact-partner also, if he is chosen while invoicing or while creating a payment.

     

    Thanks alot

     

     

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    by johan - 09:36 - 13 Nov 2023