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Account Fiscal Position - Type

account_fiscal_position_type folder_open OCA/account-fiscal-rule open_in_new
Accounting License: AGPL-3

This module extends the functionality of account to add a use type on fiscal position. (sale, purchase or all) to restrict the usage of fiscal position for out or in invoices.

  • If a fiscal position is configured for sale, it will not be possible to use it on Vendor Bills, Refunds and Purchase Receipts.
  • If a fiscal position is configured for purchase, it will not be possible to use it on Customer Invoices, Credit Notes and Sales Receipts.

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

Adds a "Position Application" setting (Sale, Purchase or All) on fiscal positions so that sale-only fiscal positions cannot be selected on vendor bills and purchase-only ones cannot be used on customer invoices.

This module lets you decide, for each fiscal position, whether it is meant for sales, for purchases, or for both. A new field called "Position Application" is added on the fiscal position form and list, with the choices Sale, Purchase and All (the default is All). The same field is also available on fiscal position templates, so the choice is carried over when a chart of accounts template is installed.

On invoices, bills, credit notes and receipts, the list of fiscal positions you can pick is automatically filtered according to the document type: a sale document only offers fiscal positions marked Sale or All, and a purchase document only offers those marked Purchase or All. If a fiscal position that no longer matches the document is already set, it is cleared automatically when the document type or the partner changes.

The module touches the accounting models account.fiscal.position, account.fiscal.position.template, account.move and account.chart.template. It only changes existing fiscal position screens and the invoice form; no new menu is created. Access is limited to accounting managers for the related group in the demo data.

Depends on

account
Models and fields (4)
  • account.move · extends an existing modelfiscal_position_id, suitable_fiscal_position_ids
  • account.chart.template · extends an existing model
  • account.fiscal.position · extends an existing modeltype_position_use (Position Application)
  • account.fiscal.position.template · extends an existing modeltype_position_use (Position Application)

Text generated by AI (DeepSeek) from reading the Odoo 16.0 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: 3 confirmed, 6 with no information of 9 versions.

Sources · Odoo 15.0

Confirmed on 2026-11-03 in branch 15.0 of OCA/account-fiscal-rule.

terminal Installation and usage

OCA documentation · Odoo 16.0

To configure this module, you need to:

  • Go to Invoicing / Configuration / Taxes / Fiscal Positions
  • On a fiscal position, set the correct settings.

Note

It is possible to set the value on the fiscal position templates. In that case, installing a new chart of account will configure correctly the fiscal positions.

No verified information in OCA: Installation, Usage.

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.