Interim Payment Certificate (IPC) Management for Sale Order

Integrated IPC Workflow for Sales Orders

Sales Order Based Interim Payment Certificate Control System

Real-Time IPC Tracking and Management for Sales Orders in Construction and Contracting Jobs

This module extends Odoo Sales and Project functionality by introducing a structured and robust Interim Payment Certificate (IPC) process. It allows users to generate, manage, and track IPCs for customers in construction or service based projects. With seamless integration across Sales Orders, Invoices, and Projects, the module ensures progress billing is accurate, traceable, and streamlined. It also supports handling retention and advance recoveries with automatic customer invoice generation from IPCs.

Main Features:

• Customer & Vendor IPC Types:
  • IPCs can be tagged as either Customer or Vendor/Subcontractor for separate workflows.
  • Additional buttons and views adapt dynamically based on the IPC type.
• Create IPC from Sales Order:
  • A new button Create IPC appears on confirmed Sale Orders.
  • Launches a wizard to define project details and enter quantities to bill.
  • Ensures IPC quantities do not exceed the Sale Order line quantities.
• Generate Customer Invoices from IPC:
  • After approval, IPCs of type Customer can generate an outgoing customer invoice.
  • Includes line items from the IPC, retention, and advance recovery entries automatically.
• Certified Quantity Tracking:
  • Sale Order Lines display a Certified IPC Quantity field.
  • Real time computed value based on all approved IPCs linked to each line.
  • Prevents over billing across multiple IPCs.
• Linked Navigation:
  • IPCs link directly to their Sale Orders and Invoices.
  • Invoices and Sale Orders include buttons to access related IPCs.
• Stat Buttons on Forms:
  • IPC Certificate buttons are added to the Sale Order and Invoice forms for quick access.
  • Invoice and Sale Order stat buttons appear on the IPC form based on context.
• Smart Views & Menus:
  • Separate menus for All IPCs(Interim Payment Certificates), Customer IPCs, and Vendor/Subcontractor IPCs.
  • Filters in list view for quick segmentation by IPC type.
  • Customer and Vendor options are context aware.
• Retention & Advance Handling:
  • Add negative lines for retention and advance recovery on customer invoices.
  • Fully configurable by product and value per IPC.

Workflow:

• Install the App:
  • Once installed, IPC menus and options become available under the Sales app.
• Confirm a Sale Order:
  • The Create IPC button appears when the order is confirmed.
• Launch the Wizard:
  • Click Create IPC to open a popup wizard.
  • Fill in the project and contractor details.
  • Define the IPC quantities per product line.
• Validate Quantity Rules:
  • The wizard checks that IPC quantities + already certified quantities do not exceed sale quantities.
• Create the IPC:
  • A new IPC record is created with all entered lines and details.
• Generate Customer Invoice:
  • From the IPC, click Create Customer Invoice to generate a draft invoice.
  • Retention and advance lines are included automatically if configured.
• Review & Track:
  • Use smart buttons to track IPCs from Sale Orders or Invoices.
  • IPC list views include filters for easy access to Customer or Vendor IPCs.

Create IPC Button on Sale Order Form View

• Displays the Create IPC button once the Sale Order is confirmed.

Open IPC Creation Wizard from Sale Order

• Wizard popup to initiate a new Interim Payment Certificate.

Enter IPC Details and Quantity in the Wizard

• Fill in project details and define new IPC quantities for each sale order line..

New IPC Record Created from Wizard

• A new Interim Payment Certificate record is generated with the entered data.

Add Retention and Advance Recovery Details in IPC

• Retention and advance product lines configured in the IPC for invoicing.

Create Customer Invoice Button on IPC Form

• Create Customer Invoice button appears once the IPC is ready for billing.

Customer Invoice List View from IPC

• Lists customer invoices generated from the IPC, accessible via smart button.

Generated Customer Invoice Form View

• Invoice form displaying auto filled lines from IPC, including retention/advance.

IPC and Invoice Smart Buttons on Sale Order

• Sale Order shows linked IPCs and Customer Invoices via smart buttons.

Enter Excess IPC Quantity in Second Wizard Attempt

• User tries to create another IPC with quantity exceeding the original sale quantity.

Validation Error on Excess IPC Quantity

• System shows a validation warning when total IPC quantity exceeds the sale order line.

View Certified IPC Quantity on Wizard Line

• Certified IPC Quantity field now visible for each sale line, helping ensure accurate entries.

New IPC Record Reflects Entered Quantities

• IPC form shows line items with the newly certified quantities based on sale order limits.

Vendor/Subcontractor and Customer IPC Menu Items

• Separate menu entries to navigate between vendor and customer IPCs.

Vendor/Subcontractor IPCs Kanban View with Filters Applied

• Kanban view filtered to show only Vendor/Subcontractor IPCs using predefined filters.

Customer IPCs Kanban View with Filters Applied

• Displays Customer IPCs in a kanban layout, filtered using the dedicated customer view.

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse