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Strict numerical relationship question - Quotation # -> Sales Order # -> Purchase Order # -> Invoice # in Odoo v8

By
Charlie Hendrixson
on 9/17/15, 9:11 AM 595 views

Is there any way to maintain a numerical relationship from the quotation stage through the invoicing stage? i.e.

1. We create a quotation with # 201500511.

2. The customer accepts the quotation and it is converted into Sales Order # 201500511

3. We require several RFQs and PO to our suppliers for the order. Each would include the Sales Order Number similar to #201500511-1, 201500511-2, 201500511-3, etc.

4. When we send this invoice for this project we would like it to reference the original sales number i.e. INV201500511


Looking through the sequence options I don't see a way to make this happen.


Thanks for any ideas.

0

Brett Lehrer

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Brett Lehrer
On 9/22/15, 9:18 AM

This can't be done with sequences, you'll need to write a custom module to change how the record names are generated.  Without writing the module in its entirety I can give you some pointers on roughly what needs to be done.  You specifically need to check when a procurement originating from a sales order line triggers a RFQ.  Then, depending on how you invoice (let's assume on the shipment), you'll need to specify that the name generation for an invoice coming from a picking record should reference an associated sales order.

In all situations you'll want to fall back to assuming a standard sequence if those events do not occur (e.g.: a PO entered by hand).

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Asked: 9/17/15, 9:11 AM
Seen: 595 times
Last updated: 9/22/15, 9:18 AM