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RE: HOW TO CHANGE THE INVOICE METHODS IN V9 OF SALES ORDER?by
In construction, invoice policy is part of the sales negotiation. When we install some windows for an end user, we invoice after the job is done. But a big job for a contractor may have a % invoiced after dimensions are taken, an invoice each month for an amount, agreed with the customer and corresponding to the job done, an end invoice when the hole job is done and even sometimes a small amount invoiced after a warranty period… So my sales persons must be able to change the invoice scenario and send it on an order confirmation to the customer, so both partners can agree on it.
For standard jobs, the invoice strategy is customer ( partner ) based, not product ( regular customers pay an invoice after the job is done / goods delivered, customers who didn’t pay well in the past must pay when the order, new professional customers pay on delivery,… )
With kind regards,
Van Hirtum Johan
On Mon, Oct 19, 2015 at 2:34 PM, Frédéric Clementi <email@example.com> 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.
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Frédéric ClementiProject ManagerBusiness Solutions
+41 21 619 10 41
2015-10-19 7:35 GMT+02:00 Niyas P <firstname.lastname@example.org>:
On Sat, Oct 17, 2015 at 7:52 PM, suva piyush <email@example.com> wrote:
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 <firstname.lastname@example.org> wrote:
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,
Mo. +91 94277 21188