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Sales Stock Picking Invoicing

Project description

Odoo Community Association

Sales Stock Picking Invoicing

Beta License: AGPL-3 OCA/account-invoicing Translate me on Weblate Try me on Runboat

This module extends Stock Picking Invoicing implementation to Sale, you can define the ‘Sale Invoicing Policy’:

  • If set to Sale Order, keep native Odoo behaviour for creation of invoices from Sale Orders.

  • If set to Stock Picking, disallow creation of Invoices from Sale Orders for the cases where the Product Type is ‘consu’, in case of ‘Service’ still will be possible create from Sale Order.

  • If set to Sale Order and Stock Picking, invoices can be created from both the Sale Order and the Stock Picking. When invoicing from the Sale Order, the related picking is automatically marked as invoiced. The picking wizard also caps quantities to prevent double invoicing when some units were already invoiced from the Sale Order.

For stock.moves, override price calculation that is present in stock_picking_invoicing, with the native Sale Order Line price calculation, same for the partner_id and other informations used to create the Invoice from Sale Order as such Payment Terms, Down Payments, Incoterm, Client Ref,etc by using sale methods to get data in order to avoid the necessity of ‘glue modules’ (small modules made just to avoid indirect dependencies), so in the case of any module include a new field in Invoice created by Sale this field also be include when created by Picking, for example the modules Account Payment Sale and Sale Commission.

Table of contents

Installation

This module depends on:

  • sale_management

  • sale_stock

  • stock_picking_invoicing

  • stock_picking_invoice_link

Configuration

Define ‘Sale Invoicing Policy’, if the invoice should be created from Sale Order or from Stock Picking, go to:

Settings > Users & Companies > Companies

or

Sales > Configuration > Settings in Invoicing

Usage

If ‘Stock Picking’ is chosen as Policy, the creation of Invoice from Sale Order works only for Service lines. In the case of Sale Order with products and service lines, two Invoices will be created (one from the SO with services, one from the picking with products).

If ‘Sale Order and Stock Picking’ is chosen, invoices can be created from both the Sale Order and the Stock Picking. When invoicing from the Sale Order, the related picking invoice state is automatically synced. The picking wizard prevents double invoicing by capping quantities to what remains to invoice on the sale line.

Known issues / Roadmap

Changelog

16.0.1.0.0 (2025-01-14)

  • Migration to version 16.0

15.0.1.0.0 (2024-10-25)

  • Migration to version 15.0 .

14.0.1.0.0 (2024-03-12)

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

  • Akretion

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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:

mbcosta renatonlima

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

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

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