[ADD] account_invoice_refund_reason

[max3903]

This module allows you to define a list of reasons to create a credit note from an invoice and report on them.

Configuration

• Go to Accounting > Configuration > Management > Refund Reasons
• Create the different reasons you want to provide users

Usage

Operations

• Go to Accounting > Customers > Invoices (or Accounting > Vendors > Bills)
• Select an open invoice (or bill)
• Click on the "Add Credit Note"
• Select the reason and create the credit note

Reporting

• Go to Accounting > Reporting > Management > Invoices
• Group by refund reason

Technical specifications

account.invoice.refund.reason

• Add a required char field "Name" (name). Make the field translatable.

account.invoice

• Add a many2one field "Reason" (reason_id) to account.invoice.refund.reason
• Show it on the refund if the field is set

account.invoice.refund

• Add a many2one field "Reason" (reason_id) to account.invoice.refund.reason
• Set the existing "Reason" field (description) with reason_id.name
• Hide the existing "Reason" field (description)
• Push the value to the created refund

data

• account.invoice.refund.reason.csv:

id,name
refund_reason_cancellation,Cancellation
refund_reason_noref,Invoice without reference
refund_reason_error,Lease and/or Minimum Charge Error
refund_reason_agreement,Commercial and/or Collection Agreement
refund_reason_difference,Price Difference
refund_reason_correction,Data Correction
refund_reason_others,Others

[pedrobaeza]

You can check for similarities in code in https://github.com/OCA/crm/tree/12.0/crm_phonecall_summary_predefined