I would like to have a sequence no. for PRO Forma invoices and printed on the paper so that the customer can use this no. as note to payee when transfer the money. How to setup this number and get it printed in the invoice paper?
Hello; OpenERP handles the full workflow of a sale operations:
Sequences are generated automatically (with the Prefix SO.......) for Quotation (ProForma) ans Sale Order and also for Invoice ( with Prefix SAJ...) and for Delivery Order (with Prefix OUT.....).
For PROForma (Quotation) and Sale Order the Prefix is the same, which means that the same document is just changing from state to state ( Draft Quotation --> Sent --> Sale Order -- sale Order to Invoice .....) after confirmation in each state. Now if you want a different Prefix for Quotation and sale Order, you can use the module "sale_quotation_number" from Elico Corp', 'Agile Business Group. With this module you'll get a Prefix SQ for Sale Quotation and SO for Sale Order. You can after change the SQ prefix to anything you want like PF (for ProForma), this can be done under the menu: settings --> Technical --> Sequences & Identifiers --> Sequences ( By editing the sequence you need to change.
Hope this can help you.
[[ o.state not in ['draft','sent'] and removeParentNode('para') ]] Quotation NÂ° [[ o.name ]] seems to be correct.
On one instance (old one) of OpenERP (Version 7.0-20130104-000101) i have this sxw:
With this view:
And generate the following (in pdf):
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