odoo-addon-account-invoice-report-picking-customer-note 18.0.1.0.2.2

Print picking customer note in Invoice

Account Invoice Report Picking Customer Note

This module prints the Picking Customer Comments (provided by the sale_stock_picking_note module) from the Delivery Address contact on the invoice report. Because this module extends sale_stock_picking_note, please refer to that module’s README to understand the underlying fields and flow.

Table of contents

• Use Cases / Context

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Use Cases / Context

It’s handy to have this default information available in the invoice. There might be case where there’s no delivery slip or it isn’t handed to the customer.

Usage

This module assumes you have configured and are using sale_stock_picking_note as described in its README (i.e., the Picking Customer Comments field is available on the Contact’s Sales & Purchases tab and on the Sales Order Other Information tab).

Case 1: Single Sales Order -> Single Invoice:

1. On the Sales Order, open the Other Information tab and set Picking Customer Comments.

2. When you create and print the invoice from this SO, the invoice report will display that Picking Customer Comments value from the Sales Order.

Case 2: Multiple Sales Orders -> One (Grouped) Invoice:

When the invoice aggregates two or more sales orders, the report prints one value taken from the invoice’s Delivery Address (shipping partner).

1. Create two Sales Orders for the same customer using the same Delivery Address. Each sales order will have Picking Customer Comments set from its Delivery Address. You may edit the SO value or leave it as is.

2. Deliver both Sales Orders by validating their related delivery pickings.

3. From the sales order list view, select both Sales Orders and invoice them, grouping into a single invoice.

4. Print the grouped invoice; the invoice report will display the Delivery Address value.

Notes:

• Make sure Settings > Invoicing > Customer Invoices > Customer Addresses is enabled.

• Changes made directly on pickings are not considered.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Moduon

Contributors

• Moduon:

  • Rafael Blasco

  • David Vidal

  • Andrii Kompaniiets

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

This module is part of the OCA/account-invoice-reporting project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.