Le 01/07/2015 08:53, Ossi Viljakainen a écrit :
On Tuesday, June 30, 2015 at 10:30:05 PM UTC+2, Cédric Krier wrote:
On 2015-06-30 09:58, Ossi Viljakainen wrote:
> At which stage the invoice is generated?
It all depends on the configuration of the sale.
But if you configured to invoice based on shipment, it will
generate an
invoice once the shipment is sent.
Ok this is great. But in case when the Sale was created with "On Order
Processed", but then afterwards it becomes necessary to split it into
several shipments, and invoice all of them separately, is there a way
to do this afterwards? Or is the only possiblity to return the sale,
and create new sale with "On Shipment Sent" invoice mehtod? What does
"Manual" mehtod do - is it completely independent from Sale &
Shipments so that once sale is processed, no draft invoices nor
shipments are automatically created?
> Is it possible to generate one invoice, where several shipments
are listed
> as invoice lines, or is it always one shipment, one invoice?
There is the module sale_invoice_grouping:
http://doc.tryton.org/3.6/modules/sale_invoice_grouping/doc/index.html
<http://doc.tryton.org/3.6/modules/sale_invoice_grouping/doc/index.html>
This looks very good and what I was looking for.
> Sometimes customer has done a partial payment of previous
invoice and there
> remains a due amount. Is there a way to include the previous
partial
> shipment in the invoice
Not really and it will be a bad idea to do that because you will
include
on your invoice temporal data which could even be inacuratt once the
customer will receive it.
True. But the recipient of invoice can adjust the amount accordingly,
if they have made a payment in-between.
The proper way to manage dunning is with the account_dunning module
which will allow to generate a report of the actual dunning of a
customer at a specific date.
Yes, I have it already installed but not fully configured. But suppose
customer just paid wrong amount due to typing error, and paid just
less than 1 euro too little. Sending a dunning letter for this purpose
is kind of overkill, and it would be most practically handled to show
the current invoice amount, old balance and the new balance in the
invoice. That would not require any extra work, making dunning letter,
sending etc.
...
Although Cedric was right on the bottom, we also had the same problem
and below you'll find the code we put on the bottom of our invoices for
the list of amounts still due.
<if test="inv.lines_to_pay">
*Timelines and/or advance*
*Date*
*Credit*
*Debit*
<for each="line in inv.lines_to_pay">
<formatLang(line.maturity_date, inv.party.lang, date=True)>
<line.amount_second_currency and formatLang(line.amount_second_currency,
inv.party.lang, currency=inv.currency) or formatLang(line.credit,
inv.party.lang, currency=inv.currency)>
<line.amount_second_currency and formatLang(line.amount_second_currency,
inv.party.lang, currency=inv.currency) or formatLang(line.debit -
line.credit, inv.party.lang, currency=inv.currency)>
</for>
<for each="l in inv.payment_lines">
<formatLang(l.date, inv.party.lang, date=True)>
<formatLang(l.credit, inv.party.lang, currency=inv.currency)>
<formatLang(l.debit, inv.party.lang, currency=inv.currency)>
</for>
Amount to remain
<formatLang(inv.amount_to_pay, inv.party.lang, currency=inv.currency)>
</if>
Regards
--
Christophe
http://adiczion.com
