diff --git a/apps/web-antdv-next/src/views/crm/receivable/data.ts b/apps/web-antdv-next/src/views/crm/receivable/data.ts
index fffa32ca9..96895a784 100644
--- a/apps/web-antdv-next/src/views/crm/receivable/data.ts
+++ b/apps/web-antdv-next/src/views/crm/receivable/data.ts
@@ -57,12 +57,19 @@ export function useFormSchema(): VbenFormSchema[] {
       label: '客户名称',
       component: 'ApiSelect',
       rules: 'required',
-      componentProps: {
+      componentProps: (_values, form) => ({
         api: getCustomerSimpleList,
         labelField: 'name',
         valueField: 'id',
         placeholder: '请选择客户',
-      },
+        onChange: () => {
+          form.setFieldValue('contractId', undefined);
+          form.setFieldValue('planId', undefined);
+          form.setFieldValue('price', undefined);
+          form.setFieldValue('returnTime', undefined);
+          form.setFieldValue('returnType', undefined);
+        },
+      }),
       dependencies: {
         triggerFields: ['id'],
         disabled: (values) => values.id,
@@ -76,21 +83,33 @@ export function useFormSchema(): VbenFormSchema[] {
       dependencies: {
         triggerFields: ['customerId'],
         disabled: (values) => !values.customerId || values.id,
-        async componentProps(values) {
-          if (values.customerId) {
-            if (!values.id) {
-              // 特殊：只有在【新增】时，才清空合同编号
-              values.contractId = undefined;
-            }
-            const contracts = await getContractSimpleList(values.customerId);
+        async componentProps(values, form) {
+          if (!values.customerId) {
             return {
-              options: contracts.map((item) => ({
-                label: item.name,
-                value: item.id,
-              })),
-              placeholder: '请选择合同',
-            } as any;
+              options: [],
+              placeholder: '请选择客户',
+            };
           }
+          const contracts = await getContractSimpleList(values.customerId);
+          return {
+            options: contracts.map((item) => ({
+              label: item.name,
+              value: item.id,
+            })),
+            placeholder: '请选择合同',
+            onChange: (value: number) => {
+              form.setFieldValue('planId', undefined);
+              form.setFieldValue('returnTime', undefined);
+              form.setFieldValue('returnType', undefined);
+              const contract = contracts.find((item) => item.id === value);
+              form.setFieldValue(
+                'price',
+                contract
+                  ? contract.totalPrice - contract.totalReceivablePrice
+                  : undefined,
+              );
+            },
+          } as any;
         },
       },
     },
@@ -101,28 +120,38 @@ export function useFormSchema(): VbenFormSchema[] {
       rules: 'required',
       dependencies: {
         triggerFields: ['contractId'],
-        disabled: (values) => !values.contractId,
-        async componentProps(values) {
-          if (values.contractId) {
-            values.planId = undefined;
-            const plans = await getReceivablePlanSimpleList(
-              values.customerId,
-              values.contractId,
-            );
+        disabled: (values) => !values.contractId || values.id,
+        async componentProps(values, form) {
+          if (!values.contractId) {
             return {
-              options: plans.map((item) => ({
-                label: item.period,
-                value: item.id,
-              })),
-              placeholder: '请选择回款期数',
-              onChange: async (value: any) => {
-                const plan = await getReceivablePlan(value);
-                values.returnTime = plan?.returnTime;
-                values.price = plan?.price;
-                values.returnType = plan?.returnType;
-              },
-            } as any;
+              options: [],
+              placeholder: '请选择合同',
+            };
           }
+          const plans = await getReceivablePlanSimpleList(
+            values.customerId,
+            values.contractId,
+          );
+          return {
+            options: plans.map((item) => ({
+              disabled: !!item.receivableId,
+              label: `第 ${item.period} 期`,
+              value: item.id,
+            })),
+            placeholder: '请选择回款期数',
+            onChange: async (value: any) => {
+              if (!value) {
+                form.setFieldValue('returnTime', undefined);
+                form.setFieldValue('price', undefined);
+                form.setFieldValue('returnType', undefined);
+                return;
+              }
+              const plan = await getReceivablePlan(value);
+              form.setFieldValue('returnTime', plan?.returnTime);
+              form.setFieldValue('price', plan?.price);
+              form.setFieldValue('returnType', plan?.returnType);
+            },
+          } as any;
         },
       },
     },
diff --git a/apps/web-antdv-next/src/views/crm/receivable/modules/form.vue b/apps/web-antdv-next/src/views/crm/receivable/modules/form.vue
index 17e32a27d..e1f2ad1a9 100644
--- a/apps/web-antdv-next/src/views/crm/receivable/modules/form.vue
+++ b/apps/web-antdv-next/src/views/crm/receivable/modules/form.vue
@@ -7,6 +7,7 @@ import { useVbenForm, useVbenModal } from '@vben/common-ui';
 
 import { message } from 'antdv-next';
 
+import { getContractSimpleList } from '#/api/crm/contract';
 import {
   createReceivable,
   getReceivable,
@@ -16,8 +17,20 @@ import { $t } from '#/locales';
 
 import { useFormSchema } from '../data';
 
+type ReceivablePrefillData = Partial<
+  Pick<
+    CrmReceivableApi.Receivable,
+    'contractId' | 'customerId' | 'price' | 'returnType'
+  >
+> & { id?: number };
+
+type ReceivableFormModalData = ReceivablePrefillData & {
+  plan?: ReceivablePrefillData;
+  receivable?: Pick<CrmReceivableApi.Receivable, 'id'>;
+};
+
 const emit = defineEmits(['success']);
-const formData = ref<CrmReceivableApi.Receivable>();
+const formData = ref<Partial<CrmReceivableApi.Receivable>>();
 const getTitle = computed(() => {
   return formData.value?.id
     ? $t('ui.actionTitle.edit', ['回款'])
@@ -36,6 +49,32 @@ const [Form, formApi] = useVbenForm({
   showDefaultActions: false,
 });
 
+/** 构建新增回款的预填表单 */
+async function buildCreateFormData(
+  plan: ReceivablePrefillData,
+): Promise<Partial<CrmReceivableApi.Receivable>> {
+  const values: Partial<CrmReceivableApi.Receivable> = {
+    contractId: plan?.contractId,
+    customerId: plan?.customerId,
+  };
+  // 从回款计划创建时，直接继承计划的期数、金额和回款方式
+  if (plan?.id) {
+    values.planId = plan.id;
+    values.price = plan.price;
+    values.returnType = plan.returnType;
+    return values;
+  }
+  // 从客户/合同详情创建时，没有计划期数，按合同剩余应回款金额预填
+  if (values.customerId && values.contractId) {
+    const contracts = await getContractSimpleList(values.customerId);
+    const contract = contracts.find((item) => item.id === values.contractId);
+    if (contract) {
+      values.price = contract.totalPrice - contract.totalReceivablePrice;
+    }
+  }
+  return values;
+}
+
 const [Modal, modalApi] = useVbenModal({
   async onConfirm() {
     const { valid } = await formApi.validate();
@@ -63,31 +102,26 @@ const [Modal, modalApi] = useVbenModal({
       return;
     }
     // 加载数据
-    const data = modalApi.getData();
+    formData.value = undefined;
+    await formApi.resetForm();
+    const data = modalApi.getData() as null | ReceivableFormModalData;
     if (!data) {
       return;
     }
-    const { receivable, plan } = data;
+    const { receivable } = data;
+    const plan =
+      data.plan ?? (data.customerId || data.contractId ? data : undefined);
     modalApi.lock();
     try {
-      if (receivable) {
+      if (receivable?.id) {
         formData.value = await getReceivable(receivable.id!);
       } else if (plan) {
-        formData.value = plan.id
-          ? {
-              planId: plan.id,
-              price: plan.price,
-              returnType: plan.returnType,
-              customerId: plan.customerId,
-              contractId: plan.contractId,
-            }
-          : ({
-              customerId: plan.customerId,
-              contractId: plan.contractId,
-            } as any);
+        formData.value = await buildCreateFormData(plan);
+      }
+      if (formData.value) {
+        // 设置到 values
+        await formApi.setValues(formData.value as any);
       }
-      // 设置到 values
-      await formApi.setValues(formData.value as any);
     } finally {
       modalApi.unlock();
     }
diff --git a/apps/web-antdv-next/src/views/erp/finance/payment/modules/form.vue b/apps/web-antdv-next/src/views/erp/finance/payment/modules/form.vue
index 9bb8a42f1..f92292bb2 100644
--- a/apps/web-antdv-next/src/views/erp/finance/payment/modules/form.vue
+++ b/apps/web-antdv-next/src/views/erp/finance/payment/modules/form.vue
@@ -176,6 +176,7 @@ const [Modal, modalApi] = useVbenModal({
   <Modal
     :title="getTitle"
     class="w-3/4"
+    :close-on-click-modal="false"
     :show-confirm-button="formType !== 'detail'"
   >
     <Form class="mx-3">
diff --git a/apps/web-antdv-next/src/views/erp/finance/payment/modules/purchase-in-select.vue b/apps/web-antdv-next/src/views/erp/finance/payment/modules/purchase-in-select.vue
index df0c8a677..f7c35f7da 100644
--- a/apps/web-antdv-next/src/views/erp/finance/payment/modules/purchase-in-select.vue
+++ b/apps/web-antdv-next/src/views/erp/finance/payment/modules/purchase-in-select.vue
@@ -26,7 +26,7 @@ const [Grid, gridApi] = useVbenVxeGrid({
   },
   gridOptions: {
     columns: usePurchaseInGridColumns(),
-    height: 'auto',
+    height: 520,
     keepSource: true,
     proxyConfig: {
       ajax: {
@@ -95,14 +95,12 @@ defineExpose({ open: openModal });
 
 <template>
   <Modal
-    class="!w-[50vw]"
     v-model:open="open"
     title="选择采购入库单"
-    @ok="handleOk"
+    width="80%"
+    @cancel.stop="open = false"
+    @ok.stop="handleOk"
   >
-    <Grid
-      class="max-h-[600px]"
-      table-title="采购入库单列表(仅展示可付款的单据)"
-    />
+    <Grid table-title="采购入库单列表(仅展示可付款的单据)" />
   </Modal>
 </template>
diff --git a/apps/web-antdv-next/src/views/erp/finance/payment/modules/sale-return-select.vue b/apps/web-antdv-next/src/views/erp/finance/payment/modules/sale-return-select.vue
index 7c533292e..584fbe1b2 100644
--- a/apps/web-antdv-next/src/views/erp/finance/payment/modules/sale-return-select.vue
+++ b/apps/web-antdv-next/src/views/erp/finance/payment/modules/sale-return-select.vue
@@ -26,7 +26,7 @@ const [Grid, gridApi] = useVbenVxeGrid({
   },
   gridOptions: {
     columns: useSaleReturnGridColumns(),
-    height: 'auto',
+    height: 520,
     keepSource: true,
     proxyConfig: {
       ajax: {
@@ -99,14 +99,12 @@ defineExpose({ open: openModal });
 
 <template>
   <Modal
-    class="!w-[50vw]"
     v-model:open="open"
     title="选择采购退货单"
-    @ok="handleOk"
+    width="80%"
+    @cancel.stop="open = false"
+    @ok.stop="handleOk"
   >
-    <Grid
-      class="max-h-[600px]"
-      table-title="采购退货单列表(仅展示需退款的单据)"
-    />
+    <Grid table-title="采购退货单列表(仅展示需退款的单据)" />
   </Modal>
 </template>
diff --git a/apps/web-antdv-next/src/views/erp/finance/receipt/modules/form.vue b/apps/web-antdv-next/src/views/erp/finance/receipt/modules/form.vue
index 16c44e2cc..a5ca1669f 100644
--- a/apps/web-antdv-next/src/views/erp/finance/receipt/modules/form.vue
+++ b/apps/web-antdv-next/src/views/erp/finance/receipt/modules/form.vue
@@ -190,6 +190,7 @@ const [Modal, modalApi] = useVbenModal({
   <Modal
     :title="getTitle"
     class="w-3/4"
+    :close-on-click-modal="false"
     :show-confirm-button="formType !== 'detail'"
   >
     <Form class="mx-3">
diff --git a/apps/web-antdv-next/src/views/erp/finance/receipt/modules/sale-out-select.vue b/apps/web-antdv-next/src/views/erp/finance/receipt/modules/sale-out-select.vue
index fc0a9993e..d74324ec0 100644
--- a/apps/web-antdv-next/src/views/erp/finance/receipt/modules/sale-out-select.vue
+++ b/apps/web-antdv-next/src/views/erp/finance/receipt/modules/sale-out-select.vue
@@ -26,7 +26,7 @@ const [Grid, gridApi] = useVbenVxeGrid({
   },
   gridOptions: {
     columns: useSaleOutGridColumns(),
-    height: 'auto',
+    height: 520,
     keepSource: true,
     proxyConfig: {
       ajax: {
@@ -91,14 +91,12 @@ defineExpose({ open: openModal });
 
 <template>
   <Modal
-    class="!w-[50vw]"
     v-model:open="open"
     title="选择销售出库单"
-    @ok="handleOk"
+    width="80%"
+    @cancel.stop="open = false"
+    @ok.stop="handleOk"
   >
-    <Grid
-      class="max-h-[600px]"
-      table-title="销售出库单列表(仅展示可收款的单据)"
-    />
+    <Grid table-title="销售出库单列表(仅展示可收款的单据)" />
   </Modal>
 </template>
diff --git a/apps/web-antdv-next/src/views/erp/finance/receipt/modules/sale-return-select.vue b/apps/web-antdv-next/src/views/erp/finance/receipt/modules/sale-return-select.vue
index 7f19957ce..21254baf3 100644
--- a/apps/web-antdv-next/src/views/erp/finance/receipt/modules/sale-return-select.vue
+++ b/apps/web-antdv-next/src/views/erp/finance/receipt/modules/sale-return-select.vue
@@ -26,7 +26,7 @@ const [Grid, gridApi] = useVbenVxeGrid({
   },
   gridOptions: {
     columns: useSaleReturnGridColumns(),
-    height: 'auto',
+    height: 520,
     keepSource: true,
     proxyConfig: {
       ajax: {
@@ -95,14 +95,12 @@ defineExpose({ open: openModal });
 
 <template>
   <Modal
-    class="!w-[50vw]"
     v-model:open="open"
     title="选择销售退货单"
-    @ok="handleOk"
+    width="80%"
+    @cancel.stop="open = false"
+    @ok.stop="handleOk"
   >
-    <Grid
-      class="max-h-[600px]"
-      table-title="销售退货单列表(仅展示可退款的单据)"
-    />
+    <Grid table-title="销售退货单列表(仅展示可退款的单据)" />
   </Modal>
 </template>
diff --git a/apps/web-antdv-next/src/views/erp/purchase/in/modules/form.vue b/apps/web-antdv-next/src/views/erp/purchase/in/modules/form.vue
index 3fe78dc94..512e60290 100644
--- a/apps/web-antdv-next/src/views/erp/purchase/in/modules/form.vue
+++ b/apps/web-antdv-next/src/views/erp/purchase/in/modules/form.vue
@@ -206,6 +206,7 @@ const [Modal, modalApi] = useVbenModal({
   <Modal
     :title="getTitle"
     class="w-3/4"
+    :close-on-click-modal="false"
     :show-confirm-button="formType !== 'detail'"
   >
     <Form class="mx-3">
diff --git a/apps/web-antdv-next/src/views/erp/purchase/in/modules/purchase-order-select.vue b/apps/web-antdv-next/src/views/erp/purchase/in/modules/purchase-order-select.vue
index 925301931..6caf8af76 100644
--- a/apps/web-antdv-next/src/views/erp/purchase/in/modules/purchase-order-select.vue
+++ b/apps/web-antdv-next/src/views/erp/purchase/in/modules/purchase-order-select.vue
@@ -38,7 +38,7 @@ const [Grid] = useVbenVxeGrid({
   },
   gridOptions: {
     columns: useOrderGridColumns(),
-    height: 'auto',
+    height: 520,
     keepSource: true,
     proxyConfig: {
       ajax: {
@@ -108,12 +108,13 @@ function handleOk() {
       </template>
     </Input>
     <Modal
-      class="!w-[50vw]"
       v-model:open="open"
       title="选择关联订单"
-      @ok="handleOk"
+      width="80%"
+      @cancel.stop="open = false"
+      @ok.stop="handleOk"
     >
-      <Grid class="max-h-[600px]" table-title="采购订单列表(仅展示可退货)" />
+      <Grid table-title="采购订单列表(仅展示可退货)" />
     </Modal>
   </div>
 </template>
diff --git a/apps/web-antdv-next/src/views/erp/purchase/return/modules/form.vue b/apps/web-antdv-next/src/views/erp/purchase/return/modules/form.vue
index 235a09147..ed349a100 100644
--- a/apps/web-antdv-next/src/views/erp/purchase/return/modules/form.vue
+++ b/apps/web-antdv-next/src/views/erp/purchase/return/modules/form.vue
@@ -206,6 +206,7 @@ const [Modal, modalApi] = useVbenModal({
   <Modal
     :title="getTitle"
     class="w-3/4"
+    :close-on-click-modal="false"
     :show-confirm-button="formType !== 'detail'"
   >
     <Form class="mx-3">
diff --git a/apps/web-antdv-next/src/views/erp/purchase/return/modules/purchase-order-select.vue b/apps/web-antdv-next/src/views/erp/purchase/return/modules/purchase-order-select.vue
index f0cdc5701..c11c1f8e5 100644
--- a/apps/web-antdv-next/src/views/erp/purchase/return/modules/purchase-order-select.vue
+++ b/apps/web-antdv-next/src/views/erp/purchase/return/modules/purchase-order-select.vue
@@ -38,7 +38,7 @@ const [Grid] = useVbenVxeGrid({
   },
   gridOptions: {
     columns: useOrderGridColumns(),
-    height: 'auto',
+    height: 520,
     keepSource: true,
     proxyConfig: {
       ajax: {
@@ -108,12 +108,13 @@ function handleOk() {
       </template>
     </Input>
     <Modal
-      class="!w-[50vw]"
       v-model:open="open"
       title="选择关联订单"
-      @ok="handleOk"
+      width="80%"
+      @cancel.stop="open = false"
+      @ok.stop="handleOk"
     >
-      <Grid class="max-h-[600px]" table-title="采购订单列表(仅展示可退货)" />
+      <Grid table-title="采购订单列表(仅展示可退货)" />
     </Modal>
   </div>
 </template>
diff --git a/apps/web-antdv-next/src/views/erp/sale/out/modules/form.vue b/apps/web-antdv-next/src/views/erp/sale/out/modules/form.vue
index 06b75feac..8df3a56ba 100644
--- a/apps/web-antdv-next/src/views/erp/sale/out/modules/form.vue
+++ b/apps/web-antdv-next/src/views/erp/sale/out/modules/form.vue
@@ -201,6 +201,7 @@ const [Modal, modalApi] = useVbenModal({
   <Modal
     :title="getTitle"
     class="w-3/4"
+    :close-on-click-modal="false"
     :show-confirm-button="formType !== 'detail'"
   >
     <Form class="mx-3">
diff --git a/apps/web-antdv-next/src/views/erp/sale/out/modules/sale-order-select.vue b/apps/web-antdv-next/src/views/erp/sale/out/modules/sale-order-select.vue
index 05ddc9d57..90ce5abad 100644
--- a/apps/web-antdv-next/src/views/erp/sale/out/modules/sale-order-select.vue
+++ b/apps/web-antdv-next/src/views/erp/sale/out/modules/sale-order-select.vue
@@ -38,7 +38,7 @@ const [Grid] = useVbenVxeGrid({
   },
   gridOptions: {
     columns: useOrderGridColumns(),
-    height: 'auto',
+    height: 520,
     keepSource: true,
     proxyConfig: {
       ajax: {
@@ -108,12 +108,13 @@ function handleOk() {
       </template>
     </Input>
     <Modal
-      class="!w-[50vw]"
       v-model:open="open"
       title="选择关联订单"
-      @ok="handleOk"
+      width="80%"
+      @cancel.stop="open = false"
+      @ok.stop="handleOk"
     >
-      <Grid class="max-h-[600px]" table-title="销售订单列表(仅展示可出库)" />
+      <Grid table-title="销售订单列表(仅展示可出库)" />
     </Modal>
   </div>
 </template>
diff --git a/apps/web-antdv-next/src/views/erp/sale/return/modules/form.vue b/apps/web-antdv-next/src/views/erp/sale/return/modules/form.vue
index 69aea9d1a..1d1f39ff0 100644
--- a/apps/web-antdv-next/src/views/erp/sale/return/modules/form.vue
+++ b/apps/web-antdv-next/src/views/erp/sale/return/modules/form.vue
@@ -206,6 +206,7 @@ const [Modal, modalApi] = useVbenModal({
   <Modal
     :title="getTitle"
     class="w-3/4"
+    :close-on-click-modal="false"
     :show-confirm-button="formType !== 'detail'"
   >
     <Form class="mx-3">
diff --git a/apps/web-antdv-next/src/views/erp/sale/return/modules/sale-order-select.vue b/apps/web-antdv-next/src/views/erp/sale/return/modules/sale-order-select.vue
index daf3f3e90..25b053483 100644
--- a/apps/web-antdv-next/src/views/erp/sale/return/modules/sale-order-select.vue
+++ b/apps/web-antdv-next/src/views/erp/sale/return/modules/sale-order-select.vue
@@ -38,7 +38,7 @@ const [Grid] = useVbenVxeGrid({
   },
   gridOptions: {
     columns: useOrderGridColumns(),
-    height: 'auto',
+    height: 520,
     keepSource: true,
     proxyConfig: {
       ajax: {
@@ -108,12 +108,13 @@ function handleOk() {
       </template>
     </Input>
     <Modal
-      class="!w-[50vw]"
       v-model:open="open"
       title="选择关联订单"
-      @ok="handleOk"
+      width="80%"
+      @cancel.stop="open = false"
+      @ok.stop="handleOk"
     >
-      <Grid class="max-h-[600px]" table-title="销售订单列表(仅展示可退货)" />
+      <Grid table-title="销售订单列表(仅展示可退货)" />
     </Modal>
   </div>
 </template>