What would be the easy way to assign a customer/ticket to a PO so that they're automatically billed for the corresponding purchase?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
This question has been flagged
1
Reply
1733
Views
See "Re-invoice expenses to customers" at https://www.odoo.com/documentation/15.0/applications/sales/sales/invoicing/expense.html
You may also want to review https://www.odoo.com/documentation/15.0/applications/finance/accounting/others/analytic/usage.html to make sure you understand how Analytic Accounts work, can be setup, etc.
Thanks, Ray. It's an interesting option but I wonder whether it wouldn't be easier to create a new module from scratch than to customize the expense workflow to fit the need.
In any case, Analytic accounts do seem like an interesting object to create a link between tickets, POs and SO
It works great. What is your feedback from TRYING it? (Not reading about it!). There is nothing to customize, and it only uses Expense products, nothing to do with using the Expense App.
Are you referring to Analytic accounts, Ray? If so, I'm pretty sure I'll end up using them. Now, I don't think Expenses is the obvious best choice to automate the creation of SOs from POs given the limitations I mention in a comment to my initial question.
This issue is quite critical for the project because should we reach the conclusion that there's no way around developing a custom module for that, it means that we would have to forego Odoo Online, which we had managed to stay within the boundaries of until now.
https://www.odoo.com/forum/help-1/usecase-invoice-an-incoming-vender-bill-to-a-customer-202377 - for details about not needing an Expense Report (or Submission or Approval) to send a Vendor Bill line (what you are paying) to a Sales Order (what your Customer will pay).
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up| Related Posts | Replies | Views | Activity | |
|---|---|---|---|---|
|
0
Oct 23
|
356 | ||
|
1
May 24
|
809 |
There's a whole bunch of steps in the Expenses workflow that are irrelevant in my situation:
-Transformation into a report
-Submission
-Approval
Plus the fact that I can't generate it from an incoming PO or vendor invoice
And it generates accounting entries that I believe are redundant