Add Vendor & Reference On Assets

Managing asset records in Odoo often involves tracking important vendor relationships and supporting references, especially for assets linked to multiple bills. However, the standard asset model lacks direct visibility of vendor associations and supporting references for internal auditing and financial traceability.

The SME Asset Enhancements module solves this by introducing Vendor tracking and a Reference field on asset records—improving visibility and operational efficiency.

Key Features & Benefits:

Vendor Names (Many2many Field)

• New field Vendor Names (many2many to Vendors/Partners) added to the Asset form
• Displayed using tag widgets for quick identification
• Auto-populates based on the partners from linked journal items in the Bills tab
• Users can still manually add or remove vendors as needed
• Ensures a comprehensive and editable vendor list for each asset

Reference Field

• Adds a new Reference (char) field for capturing additional internal or vendor-provided references
• Editable directly on the Asset form
• Also visible in the Asset List View for quick filtering and reporting

Auto-Population Logic for Vendors

• When a journal item (bill) is added:
  • If the journal item has a linked partner, it's automatically added to the Vendor Names field
• When a journal item is removed:
  • Associated vendor is removed only if it’s no longer referenced in the remaining journal items
• Manual vendor entries are retained, ensuring user-defined values aren’t lost

Seamless UI Integration

• Fields added to both form view (after journal) and list/tree view (for quick reference tracking)
• Clean UI using many2many_tags widget for enhanced usability

Editable and User-Friendly

• Allows users to override or supplement auto-generated data
• Helps align with internal auditing or vendor-specific requirements

Example Use Case:

An accountant links multiple bills to a machinery asset. The bills come from three vendors. With this enhancement:

• The Vendor Names field auto-populates with all three vendor records.
• The accountant manually adds a Reference code from the vendor’s invoice.
• Later, one bill is removed, and the corresponding vendor is also removed from the vendor list—unless the user had added it manually.

This ensures the asset reflects the accurate vendor history while still giving users control.

Summary:

The SME Asset Enhancements module equips asset records with:

• Multi-vendor traceability
• Reference tracking, and
• Smart synchronization with journal items