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Sales/Invoice Total Amount Exchange

by
Odoo
v 15.0 Third Party 25
Download for v 15.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 375
Technical Name currency_exchange_rate_amount_
LicenseLGPL-3
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 375
Technical Name currency_exchange_rate_amount_
LicenseLGPL-3

Currency Exchange Rate

A Module For Currency Exchange in Sales and Invoices!

Overview

  • This update introduces enhanced foreign currency handling in sales orders and invoices, allowing users to enter and validate exchange rates.
  • It also improves financial reporting by displaying totals in both local and foreign currencies, enhancing transparency and accuracy
  • Users can now manage sales orders and invoices with foreign currency details efficiently, benefiting from automated calculations and enhanced data validation.

Features Added :

  • Exchange Rate Handling: The system now supports entering an exchange rate for foreign currencies in sales orders and invoices.
  • Foreign Currency Support: Users can select a foreign currency for transactions.
  • Tax Totals Enhancement: The tax summary now includes the exchange total amount, with formatted display.

    Two Types of Widget Handling:

    1.New Widget:

  • Created a new widget "account-exchange-tax-totals-field". Users can add exchange amount under Total in purchases, bills, or any other related fields by adding exchange-related fields and inheriting "tax_total_json" with the widget "account-exchange-tax-totals-field".

  • 2.Overridden Widget:

  • Overridden the base widget template: Users can view exchange amount under Total in purchases or bills by overriding the base function and passing the exchange amount.

Screenshots

Install Module "Sales/Invoice Total Amount Exchange"

Flow

  • Once the module is installed, go to the Sale Order form view. You can find the 3rd column Currency and Exchange Rate.
  • Additionally, the base widget has been overridden to add Exchange Total Amount under Total.
  • By default, the Foreign Currency will be the Company Currency.


  • First Add The Products and Selecting Foreign Currency , Exchange rate will automatically Applies in Exchange Rate Field.


  • After adding a product and selecting Saudi Riyal (SAR) as the currency, upon hitting the Save button, you will see the exchanged total amount.


  • What if changing product, quantity, exchange rate, price unit, or foreign currency?
  • If the user changes any of the above values, the Exchange total amount will be automatically recalculated.

  • Once the Sale Order is confirmed and the products are received, when creating an invoice from the Sale Order, the Sale Order's foreign currency and exchange rate will be passed to the invoice.
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