| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 106 |
| Technical Name |
account_origin_invoice |
| License | OPL-1 |
| Website | https://www.ganemo.co |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 106 |
| Technical Name |
account_origin_invoice |
| License | OPL-1 |
| Website | https://www.ganemo.co |
Origin of Rectified Documents
Traceability for Credit Notes
Automatically link credit notes to their original invoices. Essential for audit trails and compliance in localizations requiring origin document reference.
What We're Solving
----------------
Explicit Traceability
Easily identify which invoice a credit note is correcting. storage of the origin document allows for clear audit trails and reporting.
Automated Linking
When creating a credit note from an invoice, the system automatically populates the origin reference, saving time and reducing manual errors.
Setup & User Manual
Step-by-Step implementation
1. Configuration
Zero-config implementation:
- Installation: Simply install the module. It extends the core accounting models (`account.move`) without altering your existing data structure.
- Permissions: Standard Odoo access rights apply. Users with "Invoicing / Billing" rights can view and edit the origin fields.
- Dependencies: Automatically integrates with `l10n_latam_document_type` to identify Credit/Debit Notes (codes 07, 08).
2. Operating Manual (Workflow)
Standard corrective workflow:
1. Initiate Refund
Navigate to a Posted Invoice and click Add Credit Note. Select your "Reason" and "Reversal Date" as usual.
2. Auto-Detection
The module intercepts the creation process and automatically fills the Rectified Document fields based on the active invoice.
3. Manual Override
In the Draft Credit Note, find the "Rectified Document" tab. You can manually change the linked invoice if needed before posting.
4. Validation
Upon posting, the system validates that mandatory reference data is present for codes 07 (Credit Note) and 08 (Debit Note).
Global Ready | Multi-Language Support
This module is fully translated into English and Spanish (en_US, es_ES, es_PE, es_MX), ensuring a professional experience for international organizations.
Why Choose Ganemo?
----------------
Ganemo is the world's leading Odoo App developer and a multi-award-winning Gold Partner. For over 5 years, we have been recognized as the #1 seller of high-quality apps on the Odoo App Store. Trusted as the "Best Partner" in USA, Mexico, Chile, Spain, Colombia, Ecuador, and Peru, we deliver robust, secure, and localization-compliant solutions for global businesses.
Get a Quote & Resolve Commercial Doubts
Join thousands of satisfied clients on Odoo. Contact our sales team directly.
Official WhatsApp
Fastest response time.
LINK
+1 (828) 672-6150
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Schedule Meeting
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Need a custom feature? Or stuck on an older version? We develop high-performance custom modules and migrate your existing code to Odoo 19 with zero data loss. Expert developers at your service.
QA / User Testing Scenarios
Enterprise Validation Plan
Scenario 1: Standard Auto-Link
- Open a Posted Invoice (e.g., INV/2024/001).
- Click Add Credit Note.
- Check: Verify the wizard opens without errors.
- Confirm the refund.
- Result: Open the created Credit Note. The "Rectified Document" field must refer to "INV/2024/001".
Scenario 2: Manual Association (Standalone)
- Go to **Accounting > Customers > Credit Notes**.
- Create a new **Draft** Credit Note.
- Go to the **Rectified Document** tab (or section).
- Action: Manually select an invoice in "Rectified Document".
- Result: "Rectified Document Reference" and "Date" should auto-fill based on your selection.
Scenario 3: Mandatory Field Validation (Peru/Latam)
- Create a Credit Note but leave the **Rectified Document** fields EMPTY.
- Ensure the Document Type is set to "Credit Note" (Code 07).
- Try to **Post** the document.
- Result: The system MUST raise a validation error preventing posting. (Required fields enforce compliance).
Scenario 4: Debit Note Workflow
- Open a Posted Invoice.
- Click **Add Debit Note** (if available in your localization flow).
- Proceed to create the document.
- Result: The "Rectified Document" section should also populate correctly, similar to the Credit Note flow.
FAQ & Troubleshooting
Common Resolutions
Why can't I see the "Rectified Document" section?
Reason: The section is conditional. It only appears when the document type is a Credit Note or Debit Note.
Fix: Check the "Document Type" field (Latam) or standard "Type" to ensure it's not a standard Invoice.
Can I link a Vendor Bill?
Answer: Primarily designed for Customer Invoices.
Detail: While the logic is similar, this module focuses on Customer rectifications (out_refund) where strict fiscal compliance regarding the origin reference is most common.
I get a "Validation Error" when posting.
Reason: You are likely trying to post a Credit Note without an Origin Document.
Fix: For fiscal compliance, you MUST specify which invoice is being rectified. Select the origin document and try again.
Does it support Multi-Currency?
Answer: Yes.
Detail: The link is a metadata reference. It works regardless of whether the invoices are in USD, EUR, or PEN.
Commercial & Sales
For inquiries about licenses, demos, or partnerships.
Official WhatsApp
Fastest response time.
LINK
+1 (828) 672-6150
Book a Demo
Let's explore your needs.
LINK
Technical Support
Existing customers regarding module functionality.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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