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Help

Automatically select sales Journal based on Warehouse

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journalinvoicingmultiwarehouse
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Rohan

We have multiple ware houses and each has a separate sales journal to keep the sequence and transactions separate.  How can this be automatically selected based on user assigned to a specific warehouse.


P.S. A manual selection of sales journalis at the time of Invoice Generation is what we have acheived.  


Thanks.

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Hamid Ahmadimoghaddam
Jawaban Terbai

Hi Rohan,

of course it needs customizations if you want to automate it; please be aware that an invoice in standard behavior can contain several lines from a sales order and each line of a sales order can have several stock moves, each can be from different locations. That's the reason that you need to customize it.

If you know how to write some python code, you can handle it with Odoo Studio and automated actions; however, still we recommend to write it in code instead because of the complexity and the margin of errors.

One very simple way, that still can face some issues because of the above-mentioned points, is as follows:

  1. Add a new field in Warehouse for the Journals
  2. Select the Warehouse on the Sales Order > Other Info tab
  3. Add an automated action:
    1. on Invoice creation,
    2. with python code, you need to check the warehouse of the related sales order and then update the journal field on the invoice according to the journal in the warehouse.

However, as I said this method can still have problems and you need to make other changes to make it work flawlessly. For example, what if there is no journal selected on a warehouse? shall the field be mandatory? Or what if we change the source location on a delivery move lines? and ...

I hope I could help. If you need help in customizing, do not hesitate to contact us.

Hamid - bitigloo GmbH

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