I have 2 sales orders that are in a "Sales Order" status, with a related invoice created and validated and a related delivery order that has been "transferred". Do sales orders only go to "Done" when a payment is registered to the related invoice?
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A sale order is marked as done automatically when:
Goods have been delivered (all goods, if you have back orders)
Everything has been invoiced
Thank you Fabien! Currently, it seems that the invoices also need to be paid before the sales orders are "done". For my process it would be helpful to see a list of sales orders that need me to do something to them. For me, once there is a delivery order and an invoice, there's nothing left to do - even if they're not transferred or paid. If there's a sales order that I haven't invoiced or created a delivery order for yet, it's lost in the list of other sales orders that for my purposes are complete. Is there something I can do to get odoo to behave this way? I tried using the advanced search with the condition "invoice is false" and I still saw all sales orders.
Lastly, am I'm missing how it would be good to leave the sales order open through this entire process?
why don't you try to pay total amount of the invoice to see the result before to post your question ? You have no test environment ?
Actually, it was a loaded question. I don't think this is how it used to behave, and it's probably a setting that I changed which caused this behavior. So, if my assumption is correct and this is not the way it's supposed to work, what setting is tied to this? There's a lot more to it than testing it in a hosted environment. I see you've answered a ton of questions. I hope the other answers contributed more to the odoo community than this one. Perhaps it would be easier for me to review the code than use the forums?