Trading rules (trading.RulesByPartner)

Inherits from lino_xl.lib.trading.TradingRules

Every row of this data table is a Trading rule.

User guide: The trading plugin.

Columns

  • Trade type (trade_type) : The trade type to which this trade rule applies.

  • Invoicing address (invoice_recipient) : The partner who should get the invoices caused by this partner.

  • Paper type (paper_type) : The default paper type to be used for invoicing.

  • Payment term (payment_term) : The default payment terms to apply to new trading vouchers for this partner and trade type.

Detail layout

    • Partner (partner) : The partner to which this trade rule applies. If this field is empty, the rule applies to any journal.

    • Trade type (trade_type) : The trade type to which this trade rule applies.

  • Invoicing address (invoice_recipient) : The partner who should get the invoices caused by this partner.

  • Paper type (paper_type) : The default paper type to be used for invoicing.

  • Payment term (payment_term) : The default payment terms to apply to new trading vouchers for this partner and trade type.

Toolbar actions

  • Table (landscape) (as_pdf) : See (unformatted: <lino_xl.lib.appypod.mixins.PrintTableAction as_pdf ('Table (landscape)')>).

  • Table (portrait) (as_pdf_p) : See (unformatted: <lino_xl.lib.appypod.mixins.PortraitPrintTableAction as_pdf_p ('Table (portrait)')>).

  • Export to .xls (export_excel) : Export this table as an .xls document

  • None (grid_post) : See (unformatted: <lino.core.actions.CreateRow grid_post>).

  • None (grid_put) : See (unformatted: <lino.core.actions.SaveGridCell grid_put>).

  • Create (submit_insert) : Submit this form, i.e. send your data to the server.

  • Delete (delete_selected) : Delete this record

  • None (grid) : Shows the list of trading rules.

  • None (open_help) : Open Help Window

  • None (validate) : See (unformatted: <lino.core.actions.ValidateForm validate>).

  • Save (submit_detail) : Save changes in this form

Hidden columns

  • ID (id) : See ID.

  • Journal (journal) : An optional journal to which this trade rule applies. If this field is empty, the rule applies to any journal.

  • Select multiple rows (rowselect) : See Select multiple rows.

  • Partner (partner) : The partner to which this trade rule applies. If this field is empty, the rule applies to any journal.