Sync Intercompany & Interbranches: extend to Customer/Vendor payment and Customer/Vendor batch
by CLuedoo https://www.cluedoo.com/shop/sync-intercompany-interbranches-extend-to-customervendor-payment-and-customervendor-batch-7274$ 150.00
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Invoicing (account)
• Discuss (mail) |
| Lines of code | 225 |
| Technical Name |
cds_intercompany_payment |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/sync-intercompany-interbranches-extend-to-customervendor-payment-and-customervendor-batch-7274 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 225 |
| Technical Name |
cds_intercompany_payment |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/sync-intercompany-interbranches-extend-to-customervendor-payment-and-customervendor-batch-7274 |
ODOO'S FUNCTION
In Odoo, when an internal purchase automatically generates a corresponding sales order, the system syncs the product and the price but leaves out the supplier details. The resulting Sales Order Line does not have a field to display the product's vendor. If the sales team needs to know who supplies that specific item, they are forced to leave the screen and manually search through the product's settings to find the vendor information.
CLUEDOO'S FUNCTION
CLuedoo enhances this workflow by adding a dedicated Vendor field directly onto the Sales Order Line. When the automated sales order is created, the system saves the sales team a step by instantly auto-filling this field with the primary vendor listed on the product form. Not only does this provide immediate visibility without clicking away, but it also remains flexible, allowing users to easily change the selected vendor manually if the situation requires it.
CONFIGURATION |
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1. Go to Settings and check Inter-Company Transactions in both companies e.g., My Company and Your Company
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2. Set up payment journal for each company |
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3. Go to Contacts > Set up accounting entries for each company |
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USAGE |
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1. Create a Sales Order from My Company (SF) to My Company (Chicago) > Confirm > Create invoice > Confirm invoice > Create Payment. |
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2. A Purchase Order and vendor bill will be automatically created and validated in My Company (Chicago)
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3. Go to Bill matching > Access Vendor Bill > Payment is synced. |
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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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