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Account Fiscal Position Partner Type

account_fiscal_position_partner_type folder_open OCA/account-fiscal-rule open_in_new
Accounting & Finance License: AGPL-3

This module adds the concept of type applied to fiscal positions and partners. The idea is to categorize them for not applying fiscal positions that doesn't belong to the same type.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds a Type field (End customer B2C / Company B2B) to fiscal positions and partners, so Odoo only applies fiscal positions that match the partner's type.

This module lets you classify both fiscal positions and contacts with a Type: "End customer (B2C)" or "Company (B2B)".

Where it appears: - On the fiscal position form, a Type field appears next to the automatic application setting, but only when automatic application is enabled. - On the company form, a "Default Partner Fiscal Position Type" field is added after the VAT field; it sets the type used by default for new fiscal positions and new contacts. - On the contact form, a Type field is added, hidden for child contacts (those with a parent company).

Automatic behaviour: - New fiscal positions and new contacts take their Type from the company default. - The Type on a contact is a commercial field, so it is shared between a company and its child contacts. - When Odoo looks for the fiscal position to apply to a partner, it only considers fiscal positions whose Type matches the partner's Type, unless the partner already has a fiscal position set manually.

It touches the accounting fiscal position model, the company model and the contact model. No new menus or reports are added; the change is visible on existing fiscal position, company and contact screens.

Depends on

account

Required by other modules

l10n_eu_ossl10n_eu_oss_ocasale_commission_product_criteria_fiscal_position_typewebsite_account_fiscal_position_partner_type
Models and fields (3)
  • res.company · extends an existing modeldefault_fiscal_position_type (Default Partner Fiscal Position Type)
  • res.partner · extends an existing modelfiscal_position_type
  • account.fiscal.position · extends an existing modelfiscal_position_type (Type)

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 8 confirmed, 1 with no information of 9 versions.

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/account-fiscal-rule.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

User can configure the default value according to the system company going to:

  • Settings/Users & Companies/Companies.
  • Changing the value of the "Default Partner Fiscal Position Type" field.

Usage

Source · Odoo 19.0

Create a new partner and define the "Fiscal Position Type" field.

Create a new Fiscal Position, with the following configuration:

  • 'Detect Automatically' -\> checked.
  • 'Fiscal Position Type'

Create a new Sale/Invoice and select the partner. Remember that the system recalculates the fiscal position according to the shipping address.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.