Account Fiscal Position Rule
This module was written to allow you to include a rule to decide the correct fiscal position.
auto_awesome What this module does
AI-generated from the code · Odoo 13.0Lets you define country/state based rules that automatically pick the right fiscal position on sales, invoices, purchases and pickings, instead of relying only on the customer's default fiscal position.
This module adds a new concept called a Fiscal Position Rule. A rule says: when the company is in a given country/state and the customer's invoice or delivery address is in a given country, state or country group, then use a specific fiscal position. Rules can be limited to sales, invoices, purchases or pickings, can have a start and end date, a priority (lowest number wins) and a VAT condition (customer must have a VAT number, must not have one, or either).
You manage rules under Accounting configuration, in the Fiscal Position Rule menu. On each fiscal position form a new "Rules" button shows how many rules point to it and opens them. When Odoo looks for a fiscal position and the partner has no fiscal position set manually, the rules are searched in priority order and the first match is applied; the customer's own fiscal position always wins if set.
A second menu holds rule templates, which are generic versions not tied to a company. A wizard, "Generate Fiscal Positions Rules from Templates", lets you pick a company and creates the real rules from all templates, matching fiscal positions by name.
Rules are company-specific: users only see rules of their allowed companies. The module also hooks into invoice creation so that invoice-related rules are used when the customer changes on an invoice.
Depends on
Required by other modules
Menus it adds
Models and fields (5)
- account.move · extends an existing model
- account.fiscal.position · extends an existing modelfiscal_position_rule_ids (Fiscal Position Rules), fiscal_position_rule_count
- account.fiscal.position.rule · new modelname (Name), date_end (End Date), sequence (Priority), use_sale (Use in Sales), vat_rule (VAT Rule), company_id, date_start (Start Date), from_state (State From), description (Description), use_invoice (Use in Invoices), use_picking (Use in Picking), from_country (Country From), use_purchase (Use in Purchases), to_invoice_state (Invoice State), to_shipping_state (Destination State), fiscal_position_id (Fiscal Position), to_invoice_country (Invoice Country), to_shipping_country (Destination Country), from_country_group_id (Country group from), to_invoice_country_group_id (Invoice Country Group), to_shipping_country_group_id (Destination Country Group)
- wizard.account.fiscal.position.rule · new modelcompany_id (Company)
- account.fiscal.position.rule.template · new modelname (Name), date_end (End Date), sequence (Priority), use_sale (Use in Sales), vat_rule (VAT Rule), date_start (Start Date), from_state (State From), description (Description), use_invoice (Use in Invoices), use_picking (Use in Picking), from_country (Country Form), use_purchase (Use in Purchases), to_invoice_state (State To), to_shipping_state (Destination State), fiscal_position_id (Fiscal Position), to_invoice_country (Country To), to_shipping_country (Destination Country), from_country_group_id (Country group from), to_invoice_country_group_id (Invoice Country Group), to_shipping_country_group_id (Destination Country Group)
Text generated by AI (DeepSeek) from reading the Odoo 13.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 13.0
Confirmed on 2026-11-03 in branch 13.0 of OCA/account-fiscal-rule.
terminal Installation and usage
No verified informationInstallation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.