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Sales order invoicing grouping criteria

Production/Stable License: AGPL-3 OCA/account-invoicing Translate me on Weblate Try me on Runboat

This module allows to use custom criteria for grouping sales orders to be invoiced.

Default criteria for grouping (invoicing partner, company and used currency) will be always applied, as if not respected, there will be business inconsistencies, but you can add more fields to split the invoicing according them.

Table of contents

Installation

This module only works in an updated 13.0 version after the 4th of March of 2020, specifically after the commit https://github.com/odoo/odoo/commit/6f036e758000.

Configuration

For creating new grouping criteria:

  1. Go to Invoicing > Configuration > Management > Invoicing Grouping Criteria.
  2. Create or modify existing criteria, selecting fields belonging to "Sales Order" header model for grouping according them.
  3. Invoicing address and currency will always be applied with the selected ones.

For setting a different grouping criteria for a specific customer:

  1. Go to Invoicing > Sales > Master Data > Customers.
  2. Open the desired customer.
  3. Go to Invoicing page.
  4. Set on "Sales Invoicing Grouping Criteria" the desired grouping criteria.

For setting a different default grouping criteria than the standard for the whole company:

  1. Go to Invoicing > Configuration> Settings.
  2. Locate inside "Sales Order Invoicing" section, the field "Default Grouping Criteria".
  3. Introduce there the grouping criteria to be applied by default. If empty, the general default of invoicing address + currency + company will be applied.

Usage

  1. Go to Sales > Invoicing > Orders to Invoice.
  2. Select sales orders whose invoicing you want to do.
  3. Click on Action > Invoice Order.
  4. Click on "Create and View Invoices" button.
  5. On that moment, the grouping criteria will be applied, and you will see different invoices if the criteria doesn't match for them.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

pedrobaeza

This module is part of the OCA/account-invoicing project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.