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<div class="document">
<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme"><img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" /></a>
<div class="section" id="account-move-partner-bank">
<h1>Account Move Partner Bank</h1>
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/18.0/account_move_partner_bank"><img alt="OCA/account-invoicing" src="https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-invoicing-18-0/account-invoicing-18-0-account_move_partner_bank"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module adds a bank account field to partners and sets it as the
Recipient Bank on account moves based on the configuration of the
invoice’s company.</p>
<p>The bank source configuration supports multiple source models, allowing
the same logic to be reused for other models (e.g., sale.order) by
calling <tt class="docutils literal">bank_account_source_ids.get_bank_for_record(record)</tt>.</p>
<p>Note: If you want to add a bank account field to other models related to
account moves, you can extend the <tt class="docutils literal">bank.account.mixin</tt> in a new module
and simply add the bank account field to the views.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
<p>To set up a bank account for a partner:</p>
<ul class="simple">
<li>Go to the partner record.</li>
<li>Under the Invoicing/Accounting tab, set the Recipient Bank field. If
the partner has a company set, you can only select a bank account
linked to that company’s partner. If the partner has no company set,
you can only select a bank account linked to the current company’s
partner. This is a company-dependent field. As with the other partner
accounting settings, the field is normally set on the commercial
entity, and it applies to all of its child contacts. A child contact
can still be given its own bank account (e.g. a branch that collects
on a different account than its head office): set the field on the
contact itself, and leave it empty to keep using the bank account of
the commercial entity.</li>
</ul>
<p>To set up a bank account for a sales team:</p>
<ul class="simple">
<li>Go to Sales > Configuration > Sales Teams.</li>
<li>Select a team and set the Recipient Bank field. You can only choose a
bank account linked to the company’s partner (i.e., one of the
company’s own bank accounts).</li>
</ul>
<p>To use bank accounts in invoices:</p>
<ul class="simple">
<li>Go to Settings → Companies.</li>
<li>Open a company record.</li>
<li>In the Bank Account Sources tab, create one or more records.<ul>
<li>Source Model: Select the model from which the bank field path is
resolved (e.g., Account Move).</li>
<li>Bank Field Path: Enter the dot-path from the source model to a
bank account (res.partner.bank), for example
commercial_partner_id.bank_account_id or team_id.bank_account_id.</li>
</ul>
</li>
</ul>
<p>The bank account from the record with the highest priority (lowest
sequence number) will be used first when assigning the bank on invoices.
If no value is found, the system proceeds to the next record, and so on.</p>
<p>Use commercial_partner_id.bank_account_id (instead of
partner_id.bank_account_id) to resolve the partner’s bank account from
its commercial entity, so that the invoices of the child contacts of a
company also get the bank account set on that company. To let a child
contact take precedence with its own bank account, add
partner_id.bank_account_id as a source with a lower sequence number.</p>
</div>
<div class="section" id="bug-tracker">
<h2><a class="toc-backref" href="#id2">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-invoicing/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_move_partner_bank%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h2><a class="toc-backref" href="#id3">Credits</a></h2>
<div class="section" id="authors">
<h3><a class="toc-backref" href="#id4">Authors</a></h3>
<ul class="simple">
<li>Quartile</li>
</ul>
</div>
<div class="section" id="contributors">
<h3><a class="toc-backref" href="#id5">Contributors</a></h3>
<ul class="simple">
<li><tt class="docutils literal">Quartile <span class="pre"><https://www.quartile.co></span></tt>__:<ul>
<li>Aung Ko Ko Lin</li>
<li>Yoshi Tashiro</li>
</ul>
</li>
</ul>
</div>
<div class="section" id="maintainers">
<h3><a class="toc-backref" href="#id6">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
<p><a class="reference external" href="https://github.com/yostashiro"><img alt="yostashiro" src="https://github.com/yostashiro.png?size=40px" /></a> <a class="reference external" href="https://github.com/aungkokolin1997"><img alt="aungkokolin1997" src="https://github.com/aungkokolin1997.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/18.0/account_move_partner_bank">OCA/account-invoicing</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
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