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=======================================
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Sales order invoicing grouping criteria
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=======================================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:a139a1803c5c39e555c6280ab94d1e625660faea9438a0ceecd36b56c756836c
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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:target: https://odoo-community.org/page/development-status
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:alt: Production/Stable
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github
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:target: https://github.com/OCA/account-invoicing/tree/18.0/sale_order_invoicing_grouping_criteria
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:alt: OCA/account-invoicing
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-invoicing-18-0/account-invoicing-18-0-sale_order_invoicing_grouping_criteria
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&target_branch=18.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows to use custom criteria for grouping sales orders to
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be invoiced.
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Default criteria for grouping (invoicing partner, company and used
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currency) will be always applied, as if not respected, there will be
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business inconsistencies, but you can add more fields to split the
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invoicing according them.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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For creating new grouping criteria:
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1. Go to *Invoicing > Configuration > Management > Invoicing Grouping
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Criteria*.
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2. Create or modify existing criteria, selecting fields belonging to
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"Sales Order" header model for grouping according them.
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3. Invoicing address and currency will always be applied with the
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selected ones.
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For setting a different grouping criteria for a specific customer:
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1. Go to *Invoicing > Customer > Customers*.
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2. Open the desired customer.
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3. Go to *Invoicing* page.
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4. Set on "Sales Invoicing Grouping Criteria" the desired grouping
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criteria.
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For setting a different default grouping criteria than the standard for
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the whole company:
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1. Go to *Invoicing > Configuration> Settings*.
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2. Locate inside "Sales Order Invoicing" section, the field "Default
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Grouping Criteria".
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3. Introduce there the grouping criteria to be applied by default. If
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empty, the general default of invoicing address + currency + company
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will be applied.
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Usage
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=====
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1. Go to *Sales > To Invoice > Orders to Invoice*.
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2. Select sales orders whose invoicing you want to do.
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3. Click on *Action > Invoice Order*.
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4. Click on "Create and View Invoices" button.
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5. On that moment, the grouping criteria will be applied, and you will
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see different invoices if the criteria doesn't match for them.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-invoicing/issues/new?body=module:%20sale_order_invoicing_grouping_criteria%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Tecnativa
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Contributors
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------------
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- `Tecnativa <https://www.tecnativa.com>`__:
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- Pedro M. Baeza
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- Carlos Lopez
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- `Sygel <https://www.sygel.es/>`__:
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- Valentin Vinagre valentin.vinagre@sygel.es
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- Roger Sans roger.sans@sygel.es
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- `Dynapps <https://www.dynapps.eu/>`__:
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- Bert Van Groenendael bert.vangroenendael@dynapps.eu
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px
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:target: https://github.com/pedrobaeza
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:alt: pedrobaeza
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-pedrobaeza|
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This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/18.0/sale_order_invoicing_grouping_criteria>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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