Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

إدارة علاقات العملاء
e-Commerce
المحاسبة
المخزون
PoS
المشروع
MRP

All apps

كافة المنشورات الأفراد الشارات

علامات التصنيف (عرض الكل)

odoo accounting v14 pos v15

حول هذا المنتدى

المساعدة

Setting Up Two Invoice Sequences in Odoo On-Premise

invoice customer sequence sequencenumber Sequencing

1 الرد

1724 أدوات العرض

Zuhair

Hello Everyone,

We want to have two distinct invoice sequence numbers for customer invoices in Odoo, with the following specifications:

First Sequence (Odoo Native Sequence):

This sequence will follow the default Odoo structure e.g. INV/2025/00001, INV/2025/00002...

The sequence number should be automatically generated each time we create a customer invoice.

Second Sequence (External Software Sequence):

The second sequence number e.g. MXC/2025/00001, should be pulled from an external software system.

When the invoice is pulled from the external system, it should automatically take the next available sequence from that system.

Is that possible?

Thanks in advance!

Zuhair

الكاتب

Hello Moksha,

Thank you for the reply.

If we don't want to do it by API and want to upload it from an excel file. how should we proceed to have two separate sequences in that case?

Moksha Shah (Wan Buffer Services)

Implementing two distinct invoice sequences in Odoo, one following the native structure and another sourced from an external system, requires a combination of Odoo's configuration capabilities and potential customization. Here's how you can achieve this:

1. Native Odoo Invoice Sequence:

Default Sequence Configuration:
- Odoo automatically assigns a unique reference number to each invoice using a sequence format like INV/year/incrementing-number (e.g., INV/2025/00001).
Customization of Sequence Format:
- To modify the default sequence, navigate to the Accounting module, access the Customer Invoices journal, and adjust the sequence settings as needed.

2. External Software Sequence Integration:

Custom Field Addition:
- Introduce a custom field in the invoice model to store the external sequence number. This can be achieved by activating developer mode and adding a new field to the customer invoice form.
Automation of Sequence Retrieval:
- Develop a scheduled action or automated script within Odoo that connects to the external system's API to fetch the next available sequence number. This script should populate the custom field with the retrieved sequence.
Validation and Error Handling:
- Implement error-checking mechanisms to handle scenarios where the external system is unreachable or returns an invalid sequence number. Ensure that the invoice creation process can gracefully handle such exceptions.

3. User Permissions and Workflow Adjustments:

Access Rights Management:
- Ensure that only authorized personnel can modify the external sequence field to maintain data integrity.
Workflow Integration:
- Incorporate the external sequence number into your invoicing workflow, ensuring that it appears on printed invoices and is included in relevant reports.

At Wan Buffer Services, we've assisted clients in integrating external systems with Odoo to enhance operational efficiency. Implementing dual invoice sequences can streamline processes and ensure compliance with external requirements.

هل أعجبك النقاش؟ لا تكن مستمعاً فقط. شاركنا!

أنشئ حساباً اليوم لتستمتع بالخصائص الحصرية، وتفاعل مع مجتمعنا الرائع!

تسجيل

المنشورات ذات الصلة	الردود	أدوات العرض
How to correct wrong invoice sequence? invoice sequence sequencenumber	3 يوليو 23	6097
Set default invoice sequence number start in XML in odoo 14/15. invoice sequence sequencenumber	1 يونيو 22	4976
How to change Invoice sequence via xml in Odoo 15 or newer? invoice sequence	0 سبتمبر 24	2100
Odoo 17.1 - How to never reset invoice number invoice sequence	2 مارس 24	4026
How to select manually a sequence for an invoice? تم الحل invoice sequence	2 فبراير 23	4636

لقد تم الإبلاغ عن هذا السؤال

هل أعجبك النقاش؟ لا تكن مستمعاً فقط. شاركنا!