manaTec Sale Payment Lines

Custom Payment Delivery Restriction based on paid Order Lines

Documentation

This module includes an additional PDF documentation in german here

Dieses Modul enthält eine zusätzliche PDF-Dokumentation auf Deutsch hier

Configuration

Payment Restriction for Product Reservation in Delivery

• This feature has to be enabled in the settings of the picking type
• Enable the feature for the picking type where the restriction for payment should be applied for (1-step-delivery --> outgoing; Multi-step-delivery --> picking)

Functionality

Payment Restriction for Product Reservation in Delivery

• When checking availability, Odoo will check if the picking type is selected for restriction
• The restriction is only applied, when the option is enabled for the warehouse and the current picking type and a sale order is linked
• Only products will be reserved if there are available and there are paid
• If a product is available, check if it is enough unassigned payment amount registered on the sale order, the product will be reserved and the line is marked as paid
• Via a wizard in the sale order the payment assignment can be changed if it was not correct assigned be the automation

Cancel Payment

• When an assigned payment is canceled the pickings with payment restriction will automatically be unreserved (if not yet completed)
• When the payment state of a line is changed from paid to unpaid, the associated restricted move will automatically be unreserved (if not yet completed)

Changelog

14.0.1.0.1

• Trigger picking reservation after manual mark sale order line as paid

14.0.1.1.0

• Added Priority for Warehouse Selection with payment (paid will be checked first, then unpaid)
• Added PaymentState in Stock Forecast Report (Euro-Symbol in green/gray/blue)
• Payment-Forecast updated: Payment-State "Possibly Paid" added

14.0.1.2.0

• Add option to disable stock move merge for picking type
• Improve reservation logic when restrict_by_payment option is not enabled
• Do unreserve pickings when payment transaction is deleted
• Use float_compare when comparing amounts to avoid float rounding issues
• Create warning activity for sale order when unassigned amount becomes negative
• Solve issue when new sale order line has an initial price of zero (line is marked as paid and not reset to not paid when price will be entered)

14.0.1.3.0

• Bugfix: Added state "waiting" to scheduler's domain: unpaid MTO Orders could stay in state waiting because scheduler doesn't see them

14.0.1.3.1

• Add group "Accountant" to action "change payment assignment (lines)"

14.0.1.4.0

• Add new payment state "Cash on Delivery" to sale order lines to improve usability and transparency
• Improve calculation of payment state e.g. when order is cancelled
• Improve timings and frequency when warning activity is creating

14.0.1.4.1

• FIX: if multiple discount lines in an order, they are not marked as paid (only possibly paid) --> therefore a product with discount is not shipped if order is partially paid
• Only mark a product line as paid if minimum one payment exists (avoid that a product is paid by the discount of the other lines)

14.0.1.5.0

• Consider new payment tolerance range for the delivery payment restriction

14.0.1.5.1

• FIX for reservation of set products: if order is partially paid, only mark a set as paid if it is fully available, otherwise this can be block other order positions if the payment amount is assigned for a not fully available sale line
• FIX calculation of amount unassigned in sales orders (was not called after the payment state of the lines was calculated)
• Track Sale Line Payment state in sale chatter

14.0.1.5.2

• FIX for reservation of set products: if order is partially paid, only mark a set as paid if it is fully available, otherwise this can be block other order positions if the payment amount is assigned for a not fully available sale line

14.0.1.5.3

• FIX payment status for product price

15.0.2.0.0

• Migrate to Odoo 15
• Rename module to manatec_sale_payment_lines
• Move customer dependent code in separate module
• Fix missing recursive=True option for payment state in stock.move

15.0.2.0.1

• Add exclude option to manifest to avoid install both stock extension modules at the same time (manatec_sale_payment_lines & manatec_sale_payment_orders)

15.0.2.0.2

• Fix bug in method that returns the restricted move in sale line assign wizard (did not work for multiple step delivery)

15.0.2.0.3

• Fix bug with the disable stock move merge feature