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invoicev7deliveryorder
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Guillaume Dutey

I'd like to customize my sales' workflow like this.

  1. sales order confirmation generates a delivery order (with status confirmed or assigned to ensure allocation of stock product is done) + invoice
  2. delivery stock movement is FORBIDEN while invoice is not paid
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Guillaume Dutey
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Dear all,

Thanks for your answers. The module "Block delivery before payment" solves my problem.

FYI : When activated, it adds a "Marked As Paid checkbox" (=false) in the Sales Order and another "Sales Order Blocked checkbox" (=true) in the related Delivery Order. While the "Marked As Paid checkbox" is not manually checked, the "Sales Order Blocked checkbox" stays at true and no delivery is allowed.

Regarding our need, we changed the code to have an automatic check action of the "Marked As Paid checkbox" after the payment of the invoice.

Bye

(Sorry ! No printscreen, my karma is to low at the moment)

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Koffi KPONOUGLO
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Hello Guillame,

On the sale order form you can change the workflow according to your need by doing this.

-Go to other information tab and set the value of the field create invoice in before delivery

Good work

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Ray Carnes

Reposted answer as comment: FROM Guillaume Dutey: Thanks benos20,

I already proposed this solution to my sales administrator. The problem with using this functionnality is that products will not be reserved until invoice will be paid. So during the "waiting for payment" period, products are still available and can also be sold to another customer...

That's the reason why I'd like to generate a delivery order >> to allocate products' quantities.

Then shipping of will be allowed when the invoice will be paid.

Koffi KPONOUGLO

In this case I suggest you keep my first proposal and add the following.

  • To make the products unavailable for subsequent sales it will reorganize chaining your locations then
  • Use the internal movements to move the reserved goods by the current sale of the stock location to the location that you specify in your new organization of the warehouse locations.
Guillaume Dutey
Autor

Ray : the name of this module "smells" good for me... (that's a French expression) => PlanA: I'll find a way to test it asap and hope it will match with the global need. In my opinion that would be better than create stock location rules like suggested by benos20 (planB) Thanks to both of you.

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Guillaume Dutey
Autor Best Answer

Thanks benos20,

I already proposed this solution to my sales administrator. The problem with using this functionnality is that products will not be reserved until invoice will be paid. So during the "waiting for payment" period, products are still available and can also be sold to another customer...

That's the reason why I'd like to generate a delivery order >> to allocate products' quantities.

Then shipping of will be allowed when the invoice will be paid.

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