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

CRM
e-Commerce
Kirjanpito
Varastointi
PoS
Projekti
MRP

All apps

Kaikki kirjoitukset Ihmiset Merkit

Tunnisteet (Näytä kaikki)

odoo accounting v14 pos v15

Tietoa tästä foorumista

Apua

Bulk Import Invoices and Refunds results in Error "Import preview failed due to: 'model_name'

accounting invoice import refunds errors creditnotes

1 Vastaa

2222 Näkymät

Lutz

PROBLEM IN SHORT:

When i try to import Excel files which incl. fields "invoice_line_ids/is_refund" or "invoice_line_ids/move_type" i get Error Import preview failed due to: 'model_name'

More COMPLETE:

I use odoo 18 online in germany.

I want to import lists with invoices (invoice lines). A way like in the video at the End of my posting seems to work for me. I have tried import successfully.

But my lists also include refunds (reversed invoices or credit notes ).

To find out, how credit notes are marked in the database, i made a credit note from an invoice on the GUI and exported it with a lot of possible invoice_line_ids fields. I found the fields "invoice_line_ids/is_refund" (values are boolean) and "invoice_line_ids/move_type" (values are 'out_refund' or 'out_invoice') deal with refunds.

But when i try to import excel tables which have one of these fields included i get an Error:

Import preview failed due to: 'model_name'

To find the reason i also reduced my export only to 1 field "invoice_line_ids/move_type" (with the import hug set). When i try to reimport these unchanged export Excel file i get the same error!

What is wrong with this?

Or how can i import credit notes / refunds?

Here the Video from Cybrosys Technologies, how to import invoices in bulk :

Lutz

Tekijä Paras vastaus

After days of trying and searching for a solution, i found it as answer to an other question here: https://www.odoo.com/de_DE/forum/hilfe-1/set-move-type-on-import-account-moves-222403

The solution is simple: Split the file into invoices and credit notes

Import the invoices in the menue customers / invoices
Import the credit note in the menue customer / credit notes

So there is no special field necessary, to say odoo that this is a credit note.

I was simply blind. all the time I have not seen, that there is a seperated menue available for credit notes. I all the time thought credit notes are reversed invoices, so i have tried to import them in the invoice menue, which not worked.

Nautitko keskustelusta? Älä vain lue, vaan osallistu!

Luo tili jo tänään nauttiaksesi yksinoikeusominaisuuksista ja osallistuaksesi mahtavaan yhteisöömme!

Rekisteröidy

Aiheeseen liittyviä artikkeleita	Vastaukset	Näkymät
[Odoo v15] How to issue a partial refund not linked to an existing invoice? Ratkaistu accounting refunds creditnotes	1 maalisk. 22	4106
Accounting: Invoices and Credit Notes in one view Ratkaistu accounting invoice creditnotes	1 maalisk. 22	3486
How to add ADDITIONAL TEXT when bulk importing invoices accounting invoice import bulk	1 toukok. 25	1776
Creating multiple sets of terms and conditions in Odoo based on bank selection configuration accounting invoice res.config.settings creditnotes	0 heinäk. 23	2808
Automating Invoice Sending to Accountant Email accounting invoice	1 syysk. 25	936

Tämä kysymys on merkitty

Nautitko keskustelusta? Älä vain lue, vaan osallistu!