In Version 11, currently confirmed invoice creates draft MO when settings/conditions are correct. Is there a way to create the draft MO only when the invoice is paid? This refers to payment terms where x% is paid before an order is accepted. Suggestions much appreciated.
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Although the CREATE INVOICE button is hidden until the Quotation is Confirmed, you can still create an Invoice when the order is unconfirmed and in Quotation state.
From the ACTION menu on the Quotation, select INVOICE ORDER.
This allows you to generate a down payment Invoice BEFORE confirming the Sales Order.
If the user receiving the Payment can confirm the order, this prevents the creation of the MO until the deposit has been received.
Hi Sim, A confirmed sale order creates a draft MO if the route Manufacture is checked and it needs replenishment in the inventory. Is that what you meant?
For your case of triggering the MO when amount a certain amount is paid it would have to be customised.
Hi Vishalratani, thanks. While it is good that the normal flow is for Odoo to create an MO after confirmed sales order, there are considerations. Often if the order is, say 20% payment on order, the company needs to get that 20% paid before it triggers the MO. When the MO is created after sales confirmation, manufacturing may go ahead with no regards to whether the 20% has been paid. In this instance, this does create risk for the company and a manual procedure is required between sales and manufacturing such that the draft MO is not acted on until an advice of payment is given to manufacturing by accounts/sales. Guess a customisation as suggested is required.
Hi Ray, appreciate your guidance. I did try the workflow and looks like it is what is needed using the base Odoo solution.This is excellent as it enables invoicing to be done, payment received/registered before user CONFIRM SALE. Tricky that this is hidden in the "Action" drop-down. In this way, the user can be confident the MO is not triggered until the customer pays the deposit, etc. Many thanks for sharing.