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Keep customer PO reference on contract

Steven Segers
on 8/16/15, 11:24 AM 591 views

We keep track of customer contracts through the Contracts module in Odoo. When our customer issues a PO for the contract, we note the number down on the contract. Contracts are invoiced in two ways:

  • Through a pre-agreed invoicing plan. In that case we make a sales order for each payment and then invoice that order at the agreed date.

  • Through timesheets.

The "problem" is that the customer PO reference is not carried over from the contract to the sales order/invoice, so we have to manually copy it for each invoice. This is not a big effort, but it can get forgotten, and then it can be a big headache to straighten out afterwards.

We could (and probably will) knock up a small custom module that copies the reference from the contract, but I wanted to check if anyone thinks this could work out of the box or if we have our process set up the wrong way.

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Asked: 8/16/15, 11:24 AM
Seen: 591 times
Last updated: 8/16/15, 11:25 AM