Setting: a service scenario with Invoicing policy on “delivered quantities”. Is it possible to calculate the value of the sales order based on delivered quantities on not on ordered quantities?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
This question has been flagged
Thanks Ermin and no I don’t have a time machine :-)
I don’t think we are processing matters against the laws of nature. These are the process steps that we are taking:
1) creating a quotation with ordered quantities. Value of the quotation is based on the ordered quantities.
2) confirming the sale => column delivered quantities becomes available. Creation of a sales order.
3) executing the service => entering the delivered quantities. Value of the sales order is not adjusted to the delivered quantities but remains based on the ordered quantities.
4) Invoicing the sale => invoice is based on the delivered quantities.
It just seems awkward to me that after entering the delivered quantities in the sales order value is not updated to the delivered quantities.
Do you have a time machine? :-)
Natural processing is: ordering -> delivering -> invoicing
This is a process sequence in time. If you are creating a sales order ex post (means at a point time when you already know the delivered quantities), you can directly create a sales order based on the delivered quantities to have a pro forma sales order if this is what you want. But if your business workflow is regular, there is no reason (and maybe it is not even legal) to change a business document ex post.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign upRelated Posts | Replies | Views | Activity | |
---|---|---|---|---|
|
1
Jul 23
|
889 | ||
|
0
Feb 16
|
4067 | ||
|
0
Mar 15
|
2678 | ||
|
0
Nov 23
|
267 | ||
|
5
Dec 23
|
19514 |