Review Previous Customer Invoices | Review Previous Vendor Bills Summary
by OMAX Informatics http://www.omaxinformatics.com
Odoo
$ 14.80
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 284 |
| Technical Name |
review_previous_transactions_of_invoices_and_bills |
| License | AGPL-3 |
| Website | http://www.omaxinformatics.com |
| Versions | 14.0 11.0 17.0 15.0 12.0 16.0 10.0 13.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 284 |
| Technical Name |
review_previous_transactions_of_invoices_and_bills |
| License | AGPL-3 |
| Website | http://www.omaxinformatics.com |
| Versions | 14.0 11.0 17.0 15.0 12.0 16.0 10.0 13.0 |
Review Previous Vendor Bills and Customer Invoices
Overview
Sometime Accountants need to review customer-invoices or vendor-bills While confirm a Draft Invoice/Bill. Its may avoid dublicate invoice/bill related customer/vendor.This Module allow to review previous vendors/cusromer's all invoices/bills transactions summary.
Feature
- Review summary of customer invoice.
- Review summary of vendor bills.
- User get quick summary of customer invoices and bills.
- Easy to install. No more configuration needed for this. Just install and use it.
How It Works
Configuration:
User can activate this module's functionality by configuration from Path : Accouting > Configuration > Setting.
User will find here a option --> "Show Recent Transactions On Invoice/Bill Validatation ?"
If user Activate(tick) here, User will find a pop up for vendor-bills or customer-invoices transactions summary while validating draft Bill or Invoice.
If user do not activate(Untick) here, pop up will not open and bill/invoice will be validated as default odoo functionality.
User will find here a option --> "Show Recent Transactions On Invoice/Bill Validatation ?"
If user Activate(tick) here, User will find a pop up for vendor-bills or customer-invoices transactions summary while validating draft Bill or Invoice.
If user do not activate(Untick) here, pop up will not open and bill/invoice will be validated as default odoo functionality.
Customer Invoice:
Let's take a example for Customer Invoice.
Here we can see some invoices of Deco Addict. Lets validate a draft invoice which has invoice date 04/05/2019.
Refer below screenshot.
Here we can see some invoices of Deco Addict. Lets validate a draft invoice which has invoice date 04/05/2019.
Refer below screenshot.
Now Open a draft invoice and Click on Validate button.
After clicking on Validate button, Pop up will be open where we can see all invoices of Deco Addict(without current draft invoice).
Details of Invoices:
1) Customer Invoice : Number of related Invoice.
2) Invoice Date : Invoice Date of related Invoice.
3) Due Date : Due Date of related Invoice.
4) Total : Total amount of related Invoice.
5) To Receive : Receivable amount of related Invoice.
6) Currency : Currency name of related Invoice.
7) Status : Status of related Invoice.
8) Source Document : Source Document of related invoice if invoice created from Sale Order.
Details of Invoices:
1) Customer Invoice : Number of related Invoice.
2) Invoice Date : Invoice Date of related Invoice.
3) Due Date : Due Date of related Invoice.
4) Total : Total amount of related Invoice.
5) To Receive : Receivable amount of related Invoice.
6) Currency : Currency name of related Invoice.
7) Status : Status of related Invoice.
8) Source Document : Source Document of related invoice if invoice created from Sale Order.
By Clicking on Validate button from Pop up screen(Wizard), current draft invoice will be Validated and Its status will be change to "Open".
When Accountant validate a draft invoice and not found previous invoice of related customer,
Below messages will be show in Pop Up screen and simply Accountant can validate from pop up screen.
Below messages will be show in Pop Up screen and simply Accountant can validate from pop up screen.
Vendor Bill:
Let's take a example for Vendor Bill.
Here we can see some bills of Deco Addict, Addison Olson. Lets validate a draft bill which bill date is 04/03/2019.
Here we can see some bills of Deco Addict, Addison Olson. Lets validate a draft bill which bill date is 04/03/2019.
Now Open a draft bill and Click on Validate button.
After clicking on Validate button, Pop up will be open where we can see all bills of Deco Addict, Addison Olson(without current draft bill).
Details of Bills:
1) Vendor Bill : Number of related Bill.
2) Bill Date : Bill Date of related Invoice.
3) Due Date : Due Date of related Bill.
4) Total : Total amount of related Bill.
5) To Pay : Payable amount of related Bill.
6) Currency : Currency name of related Bill.
7) Status : Status of related Bill.
8) Vendor Reference : Vendor Reference of related Bill.
9) Source Document : Source Document of related bill if Bill created from Pruchase Order.
Details of Bills:
1) Vendor Bill : Number of related Bill.
2) Bill Date : Bill Date of related Invoice.
3) Due Date : Due Date of related Bill.
4) Total : Total amount of related Bill.
5) To Pay : Payable amount of related Bill.
6) Currency : Currency name of related Bill.
7) Status : Status of related Bill.
8) Vendor Reference : Vendor Reference of related Bill.
9) Source Document : Source Document of related bill if Bill created from Pruchase Order.
By Clicking on Validate button from Pop up screen(Wizard), current draft Bill will be Validated and Its status will be change to "Open".
When Accountant validate a draft bill and not found previous bill of related Vendor,
Below messages will be show in Pop Up screen and simply Accountant can validate from pop up screen.
Below messages will be show in Pop Up screen and simply Accountant can validate from pop up screen.
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