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[13.0][MIG] sale_order_invoicing_grouping_criteria: Migration to 13.0 #639
[13.0][MIG] sale_order_invoicing_grouping_criteria: Migration to 13.0 #639
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…rouping criteria This module allows to use custom criteria for grouping sales orders to be invoiced. Default criteria for grouping (invoicing partner and currency used) will be always applied, as if not respected, there will be business inconsistencies, but you can add more fields to split the invoicing according them. Configuration ============= For creating new grouping criteria: 1. Go to *Invoicing > Configuration > Management > Invoicing Grouping Criteria*. 2. Create or modify existing criteria, selecting fields belonging to "Sales Order" header model for grouping according them. 3. Invoicing address and currency will always be applied with the selected ones. For setting a different grouping criteria for a specific customer: 1. Go to *Invoicing > Sales > Master Data > Customers*. 2. Open the desired customer. 3. Go to *Invoicing* page. 4. Set on "Sales Invoicing Grouping Criteria" the desired grouping criteria. For setting a different default grouping criteria than the standard for the whole company: 1. Go to *Invoicing > Configuration> Settings*. 2. Locate inside "Sales Order Invoicing" section, the field "Default Grouping Criteria". 3. Introduce there the grouping criteria to be applied by default. If empty, the general default of invoicing address + currency will be applied. Usage ===== 1. Go to *Sales > Invoicing > Orders to Invoice*. 2. Select sales orders whose invoicing you want to do. 3. Click on *Action > Invoice Order*. 4. Click on "Create and View Invoices" button. 5. On that moment, the grouping criteria will be applied, and you will see different invoices if the criteria doesn't match for them.
- Standard procedure - Adapt code
- Standard procedure - Adapt code
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/ocabot merge |
Hey, thanks for contributing! Proceeding to merge this for you. |
Congratulations, your PR was merged at 3dd474a. Thanks a lot for contributing to OCA. ❤️ |
cc @Tecnativa TT20804