Job Card Sales & Billing from Cost Sheet | Job Card to Sales Invoice Workflow

Sales & Billing Integration with Job Card and Cost Sheet

Job Card Billing: Create Sales Orders & Invoices from Cost Sheet Lines

End to End Job Card Billing Workflow Using Cost Sheet Data

This module extends the Job Card (Project Task) functionality in Odoo to streamline the sales and billing process. It allows users to create and manage Sales Orders and Customer Invoices directly from a Job Card, based on its associated Job Cost Sheet Lines. It offers a centralized and controlled way to handle billing for service jobs, ensuring accurate tracking of quantities ordered and invoiced, and preventing overbilling.

Main Features:

• Create Sales Orders or Invoices from Job Cards:
  • Decide whether to generate a Sales Order or a Customer Invoice directly from the job card.
• Invoice Based on Job Invoice Line or Cost Sheet Line:
  • Users can choose whether to create billing documents using:
  • Job Invoice Lines
  • Cost Sheet Lines
• Track Quantities for Each Line:
  • Each Job Cost Sheet Line tracks:
  • Ordered Quantity (via Sales Orders)
  • Invoiced Quantity (via Customer Invoices)
  • Prevents over ordering or over invoicing.
• Create Documents Using a Wizard:
  • A user friendly wizard allows users to:
  • Select products and quantities to bill
  • Auto fill product, tax, and pricing details
  • Validate entries before creating records
• Seamless Integration with Sale and Accounting:
  • Automatically links Sale Order Lines and Invoice Lines back to the Job Cost Sheet Line.
  • Connects the Sale Order and Invoice with the Job Card for full traceability.
• Custom Pricelist and Payment Terms:
  • Pricelist and payment term fields are computed based on the selected customer.
  • These are auto applied when creating documents.
• View Related Sales Orders:
  • A smart button allows quick access to all Sales Orders linked to the Job Card.

Workflow:

• Set Up Your Job Card:
  • Open a Job Card (Project Task) and set the customer.
  • Choose whether you want to create a Sales Order or Invoice.
  • Select if billing is based on Job Invoice Line or Cost Sheet Line.
  • Ensure cost sheet lines are filled.
• Launch the Wizard:
  • Click the Create Sale Order or Create Invoice button.
  • A wizard will appear showing cost sheet lines with existing ordered/invoiced quantities.
• Select Products and Quantities:
  • Enter the new quantity you want to sell or invoice for each line.
  • The system prevents exceeding the original cost quantity.
• Create the Document:
  • Click Create Sale Order or Create Invoice in the wizard.
  • The document is created and linked back to the Job Card.
• Track Sales and Billing:
  • View Ordered and Invoiced Quantities on the cost sheet lines.
  • Access related Sales Orders and Invoices from the Job Card.

Sales Order Flow Screenshots

Invoice Based On, Pricelist, and Payment Terms Fields on Job Card Form

• Configure how billing should work for the job card by selecting the invoice method, pricelist, and payment terms.

What to Create Field and Sales Order Button on Job Card Form

• Choose whether to generate a Sales Order or Invoice and access the button to create a Sales Order directly.

Create Sales Order / Customer Invoice Wizard

• Review and select job cost sheet lines to bill enter quantities for each product.

Create Sales Order Button on Wizard

• Click this button to create the Sales Order based on the selected lines and quantities.

Sales Order Form View

• View the created Sales Order, including all linked job card details and ordered products.

Job Card Field on Sales Order Form View

• Shows the related job card on the Sales Order, enabling traceability.

Updated Ordered Quantity on Cost Sheet Line

• Automatically updates the ordered quantity based on the created Sales Order.

Show Ordered Quantity on Wizard

• Displays updated ordered quantity while creating another Sales Order to prevent over ordering.

Sales Order Form View

• A repeated view of the Sales Order to confirm linked data and totals.

Job Card Form View

• Shows the job card again with updated state after the Sales Order is created.

Job Card Sales Order Smart Button

• Use this button to view all Sales Orders related to the current job card.

Sales Order List View

• Displays a filtered list of all Sales Orders linked to the selected job card.

Invoice Flow Screenshots

What to Create, Pricelist, and Payment Terms Fields on Job Card Form

• Configure billing for the job card, this time with the option set to create an invoice.

Create Sales Order / Customer Invoice Wizard

• Same wizard is used shows cost sheet lines to invoice instead of to sell.

Create Invoice Button on Wizard

• Click this button to generate a Customer Invoice directly from selected cost sheet lines.

Customer Invoice Form View

• View the generated invoice, including all product lines, tax, pricing, and job card reference.

Job Card Smart Button on Invoice Form View

• Allows quick navigation from the invoice back to the linked job card.

Updated Invoiced Quantity on Cost Sheet Line

• The invoiced quantity field is updated automatically after invoice creation.

Updated Invoiced Quantity on Wizard

• Reflects invoiced quantity already done when preparing new invoices, preventing overbilling.

Customer Invoice Form View

• Repeated view for verification of details or demo purposes.

Job Card Form View

• Job card updated post invoice creation, showing linked financial data.

Invoices Smart Button on Job Card

• Use this button to view all Customer Invoices linked to the current job card.

Customer Invoice List View

• Shows a filtered list of invoices associated with the selected job card.

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