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Intercompany & Interbranch Payment/Payment Batch Synchronization

by
Odoo

$ 150.12

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
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ODOO'S FUNCTION

In standard Odoo, intercompany or interbranch transactions do not automatically sync customer and vendor payments or payment batches. Users often need to create these payments manually in the related company or branch.

CLUEDOO'S FUNCTION

Cluedoo extends intercompany and interbranch synchronization to include customer and vendor payments, as well as customer and vendor payment batches.


CONFIGURATION


1. Go to Settings and check Inter-Company Transactions in both companies

e.g., My Company (San Francisco) and My Company (Chicago)




2. Set up payment journal for each company



3. Go to Contacts > Set up accounting entries for each company

USAGE


INTERCOMPANY

1. Create a Sales Order from My Company (SF) to My Company (Chicago) > Confirm > Create Invoice > Confirm invoice > Create Payment .





2. A Purchase Order and vendor bill will be automatically created and validated in My Company (Chicago).

3. Go to Bill Matching > Access Vendor Bill > Payment is synced.

INTERBRANCH

  1. Create a Sales Order from Branch 1 to Branch 2 > Confirm > Create Invoice > Confirm invoice > Create Payment.


2. Go to Vendor Bill on Branch 2's Purchase Order created from interbranch transaction > Payment is synced.

BATCH PAYMENTS

  1. From My Company (SF), select several Customer/ Vendor Payments > Create Batch > Validate.


2. On My Company (Chicago), Vendor/ Customer Batch Payments are synced.

SYNC PAYMENTS

  1. Create Customer/ Vendor payments for France Company

2.  Vendor/Customer payments are synced on France company



Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 225
Technical Name cds_intercompany_payment
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-wfm-0009-intercompany-interbranch-payment-payment-batch-synchronization-7274 
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