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Sodexis, Inc., Stephane A. Keller
- 10/19/2015 18:21:14

I agree with not letting salesperson deciding the invoice policy.  What I think is needed is an invoice policy on the customer, that is propagated to the Order.  As you mentioned in your POSBox example, depending on your customer you want to invoice on the delivery (e.g. selling to a partner/distributor) and sometimes you want to get paid before you send a shipment (e.g. selling to end customer). That is what we did for several US customers in v7 and v8.  That decision depends on the customer not the product.

I think the idea of keeping the Order in the Quotation or Sent stage might work, as long as we can create the invoice based on ordered quantities, even if the product has the "Delivered Quantities" option selected.  We need the invoice to be able to register the payment (e.g. credit card payment done from Odoo).  

However, it might be better to be able to validate the Order without creating the delivery, and then have the option to "Create Delivery" based on the paid quantities (a calculated field on the line?).  You could have a Delivery Status like the Invoice status to show that the delivery needs to be created. 

To make everybody happy, we can have the default invoice policy on the Order to be "Defined on the product".  That would be for the way it is now and then have the option "Before Delivery" that would let the user validate the Order without the delivery, create the invoice based on the ordered quantities and create the delivery based on the paid quantities.  You could also have the option "Delivered Quantities" on the Order.

We just started an implementation for a US customer on v9, and the new Order processing system is much better for them (and we like it a lot) , but this "Before Delivery" option or something similar is needed in some cases.


On Mon, Oct 19, 2015 at 3:47 PM, Fabien Pinckaers <> wrote:

On Mon, Oct 19, 2015 at 2:34 PM, Frédéric Clementi <> wrote:
Anybody understand the rational behind this change ? 
Invoicing policy is definitely order realated for me (not product related)

Some examples. Usually,

- "travel" and accommodation are sold based on actual costs / hours
- "project milestones" are invoiced when they are delivered
- A "25h Support Contract" is pre-paid
- "Senior developer on Timesheet" is invoiced based on timesheet (delivered hours)
- "iPads" are invoiced based on delivery orders

From the above example, it looks like it is related to the product, not the order. The terms between "..." are products.

More over, I can't imagine having salesperson changing the invoice policy from one order to another. That can certainly become a mess (with lots of mistake) if you have a lot of salespeople. (and impact of a wrong invoicing policy are too big to take such a risk)

Of course, some companies mix both, from one order to another.

As an example, we can sell POSBox to a partner based on invoice (no payment), but for some customers, we requires a payment before delivery. (e.g. consumers on the eCommerce). But this is usually managed by validating the order on payment. (and not launching the delivery order on payment). The eCommerce module does this for you for online sales and it's very easy to keep the Order in the "Sent" stage if you consider that some customers requires a payment before you actually recognize the order as valid, and deliver.




Frédéric Clementi
Project Manager 
Business Solutions

+41 21 619 10 41

2015-10-19 7:35 GMT+02:00 Niyas P <>:
Thanks Suva

On Sat, Oct 17, 2015 at 7:52 PM, suva piyush <> wrote:
HI Niyas,
      I think that things moved to Product.
You can see 'Invoicing Policy' in Product Form view Under 'General Information' Tab.

On Sat, Oct 17, 2015 at 2:39 PM, Niyas P <> wrote:
Hi Community,

As we have different methods of invoice present in odoo version 8 for  Sales Order such as 'On demand', 'On delivery Order', 'Before delivery', How we can bring the same methods of Invoice in Odoo version 9?

It will be great if you could help me on this.

Looking forward to hear from you.

Thanks & Regards,


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Piyush Suva
Erp consultant

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Stephan Keller, Ph. D.
CEO Sodexis, Inc.
Orlando/Longwood, FL
Odoo Certified Expert:
Phone: (407) 278-4917
Cell: (407) 202-8998