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Retention & IPC Integration | Retention + IPC: Advanced Payment Control in Odoo

by
Odoo

$ 417.58

v 18.0 Third Party
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Project (project)
• Purchase (purchase)
• Discuss (mail)
• Sales (sale_management)
Community Apps Dependencies
Lines of code 3362
Technical Name retention_integration_ipc_sale
LicenseSee License tab
Websitehttp://www.probuse.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Project (project)
• Purchase (purchase)
• Discuss (mail)
• Sales (sale_management)
Community Apps Dependencies
Lines of code 3362
Technical Name retention_integration_ipc_sale
LicenseSee License tab
Websitehttp://www.probuse.com

Construction Retention Integration for IPC in Odoo

Odoo Retention Bridge: Sale, IPC, Invoice, and Purchase

Retention Sync for Sale Order, IPC and Invoices

Advanced Retention Workflow for Project Billing

This module provides seamless integration of Retention functionality into the Interim Payment Certificate (IPC) workflow in Odoo. It ensures that key retention data such as Retention Percentage, Amount, and Product is passed from the Sale Order, through the IPC creation wizard, into the IPC record, and finally into related Customer Invoices, Vendor Bills, and Purchase Orders. This enables construction and contracting businesses to manage retention across projects efficiently and ensures consistency across all financial documents.


Main Features:

  • Retention Fields in IPC Wizard:
    • Adds fields for Retention Applicable, Percentage, Amount, and Product in the IPC generation wizard (from Sale Order).
  • Auto Population from Sale Order:
    • When creating an IPC from a sale order, retention values are automatically pulled from the sale order if retention is enabled.
  • IPC Record Enhancement:
    • IPC records store the retention fields passed from the wizard, ensuring traceability of retention data throughout the project billing cycle.
  • Retention in Customer Invoice:
    • When generating a customer invoice from the IPC, the retention fields are carried over to reflect the withheld amount correctly.
  • Retention in Vendor Bill:
    • Retention details are automatically applied to vendor bills created from IPCs, ensuring consistent financial records for subcontractor retention.
  • Retention in Purchase Order:
    • When generating a purchase order from an IPC, the retention percentage and amount are passed along with the project reference.
  • Retention Product Support:
    • Supports linking a retention specific product that can be included in financial documents like vendor bills or purchase orders.

Workflow:

  • Define Retention in Sale Order:
    • Enable and set the retention applicable flag, percentage, and amount in the sale order.
  • Generate IPC:
    • Open the Generate Interim Payment Certificate wizard. Retention values are automatically loaded from the sale order.
  • Create IPC Record:
    • Once the wizard is confirmed, the IPC is created with all retention values recorded.
  • Generate Financial Documents:
    • From the IPC, generate customer invoices, vendor bills, or purchase orders all of which will include the retention data.
  • Track Retention in Accounting:
    • Retention amounts appear on the final documents, allowing easy tracking, reporting, and future release of retained amounts.

Edition Compatibility:


Enterprise Odoo.sh

Create IPC Button and Retention Info Fields on Sale Order

Retention Info Fields in IPC Creation Wizard

New IPC Record Created from Wizard

Create Customer Invoice Button on IPC Form

Generated Customer Invoice Form View

Interim Payment Certificate Form View

Create Vendor Bill Button on IPC Form

Generated Vendor Bill Form View

Interim Payment Certificate Form View

Create Purchase Order Button on IPC Form

Generated Purchase Order – Form 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

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

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  • Odoo Support

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  • Odoo Customization

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  • Odoo Migration

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  • Odoo Training

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