Skip to content

Latest commit

 

History

History
121 lines (87 loc) · 4.7 KB

README.rst

File metadata and controls

121 lines (87 loc) · 4.7 KB
Raw

Sale Order Invoicing Finished Task

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runbot

The requirement of this module is to give the possibility in the task to indicate if a task is available to invoice or not. This means by default even the task is not finished you could set it as invoiceable.

As an option you can relate to a Project Stage ( project.task.type ) this control. For example if you want to assign Invoiceable to stage Done always.

Table of contents

Usage

To use this module, you need to:

  1. Go to Sales -> Product and create a service product

  2. In the product go to Sales tab > Invoicing section and:

    • Select a Service Invoicing Policy
    • Service Tracking must be "Create a task in an existing project". You will need to select in which project the task will be created.
    • Set Invoicing control by task checkbox and save
    https://raw.githubusercontent.com/OCA/sale-workflow/14.0/sale_order_invoicing_finished_task/static/description/product_view_invoicefinishedtask.png

  3. Go to Sales -> Sale orders and create a new one. Add a customer and the product you have created

  4. Confirm the sales order, it will create you a task in the selected project.

  5. Go to the task and you will find a smartbutton called Not invoiceable, when you press the button you will indicate that the task can be invoiced

    https://raw.githubusercontent.com/OCA/sale-workflow/14.0/sale_order_invoicing_finished_task/static/description/task_view_invoicefinishedtask.png

    If the product is configured with an invoicing policy "Timesheets on tasks", then the the time spent on the task is used to compute the delivered quantity.

  6. Optional: if you want to use project stages to control this Go To Project -> Configuration -> Stages -> You have to set true the field Invoiceable in the stages that you consider are invoiceable. Event to use stages for this functionality you can also set it manually in the task whenever you want.

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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Tecnativa
  • Camptocamp

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.

This module is part of the OCA/sale-workflow project on GitHub.

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