Odoo Help

Welcome!

This community is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

0

How to cancel a sales order that is partial invoiced?

By
Endian Solutions B.V.
on 8/30/13, 11:46 AM 2,071 views

I have a sale order and it is invoiced for 95%. That si done in 3 partial invoices. Now the last 5% isn't going to be invoiced anymore. So i want to cancel the sale order. But that is not possible. Is there a way to do this?

0

Francesco OpenCode

--Francesco OpenCode--
3608
| 5 7 9
Grottaglie, Italy
--Francesco OpenCode--

Italian Odoo (OpenERP) Modules Developer LINKEDIN: http://www.linkedin.com/in/francescoapruzzese

Francesco OpenCode
On 8/30/13, 1:10 PM

If the invoice are not confirmed, go in invoice section and delete the invoices. Now you can delete your order.

0

Ray Carnes

--Ray Carnes--
15677
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

  • Integration - data, business logic and service levels;

  • Training and Knowledge transfer;

  • Go Live support;

  • Help desk;

  • Version Migration.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

Ray Carnes
On 8/31/13, 2:11 AM

You should probably create an invoice for the last 5% and process a payment for $0 to fully reconcile the open balance. This way you can write off the amount to an account to keep track of it and close the order.

If i do that is will be turnover and that is not what i want. I just don't want to invoice anymore, as agreed with customer. So salesorder is ready, but i can't change status.

Endian Solutions B.V.
on 8/31/13, 11:40 AM

What is the reason the last 5% won't be invoiced? Were all the products/services delivered?

Bista Solutions US, Ray Carnes
on 8/31/13, 1:35 PM

Thank for thinking with me. Project is canceld or less hours needed. We agreed on that 95% is enough. It are only not delivers services.

Endian Solutions B.V.
on 8/31/13, 3:59 PM

If you are billing for projects, it is better to create a contract first. Then you create a sales order (from the contract) and then an invoice for each bucket of hours you complete and are authorized to charge the client for. If the project is cancelled or less hours are needed, then you just cancel the contract.

Bista Solutions US, Ray Carnes
on 9/1/13, 2:42 AM

I know that i can make a contract. But sometimes we have a fixed price of 100%. After invoicing 95% we sit with customer and we agree that last 5% is not invoiced, because less work is done. But i have no way to get the sale order in done state. Any ideas?

Endian Solutions B.V.
on 9/2/13, 7:38 AM

You can have a fixed price in a contract of 100%. You can create a sales order for 30% and invoice it. You can create another sales order for 65% and invoice it. You just cancel the contract and have no sales order to cancel.

Bista Solutions US, Ray Carnes
on 9/3/13, 1:34 AM

Your Answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

About This Community

This community is for professionals and enthusiasts of our products and services. Read Guidelines

Question tools

0 follower(s)

Stats

Asked: 8/30/13, 11:46 AM
Seen: 2071 times
Last updated: 3/16/15, 8:10 AM