Advance Payment for Sale and Purchase
Register advance down-payments directly from Sales and Purchase Orders with complete user access rights management and automatic background ledger reconciliation loops.
Key Module Highlights
Advance Payment for Sale and Purchase
Configure User Access Rights for Advance Payments
Go to the "Settings" main menu, click open the "Users & Companies" selection bar, and select "Users". Choose your target employee record (e.g., Mitchell Admin) to open their access rights profile grid. Under the "Technical" grouping panel section, check the inherited checkboxes for "Advance Payment (Purchase)" and "Advance Payment (Sale)" to assign specific functional capabilities before saving.
Security Enforcement: These custom boolean parameters correspond directly to your security XML records. They strictly restrict the 'Advance Payment' operation workflows only to authorized backend roles.
Access Advance Payment Options on Sales Order / Quotation
Open the "Sales" module dashboard and select or create a record under the "Quotations" window (e.g., S00024). Thanks to the inherited layout structure, a dedicated "Advance Payment" button appears inside the top header action menu row. Additionally, an embedded "Advance Payment Information" tab sheet gets appended into the notebook layout to track downstream transactional records securely.
UI Component Anchor: The 'Advance Payment' action header control remains visible across draft, sent, and active sales document states, permitting quick bookkeeping triggers right when customers confirm down-payment values.
Register Down-Payment Using the Centralized Wizard
Clicking the button launches the "Sale Advance Payment" modal pop-up window wizard panel. Input the down-payment sum in the "Advance Paid Amount" field. The underlying system automatically calculates the "Total Amount", "Paid Amount", and remaining "Payment Difference" variables. Select your targeted banking path in the "Payment (Journal)" dropdown list and click on the blue "Advance Payment" action button.
Wizard Engine Override: The transient module automatically applies your chosen journal parameters, creates an immediate system ledger move item, and closes the tracking modal block cleanly once confirmed.
Audit Analytical Smart Buttons on the Sales Interface
Once the down-payment validation is complete, look at the top-right stat button box of the "Sales Order / Quotation" form sheet. The interface dynamically updates to display the active counter links: an "Advance Payments" smart button tracking your payment records, and a "Journal Items" button mapping the live underlying double-entry accounting moves automatically.
Live Analytics Tracking: These inherited counters calculate values dynamically by querying relational mappings (`advance_payment_count` and `advance_journal_item_count`). They allow financial auditors to drill down straight into low-level accounting logs instantly.
Review the Generated Advance Payment Document
Clicking the "Advance Payments" smart button expands the structural list view, letting you drill straight into the individual generated payment sheet (e.g., PBNK1/2026/00005). Here you can audit critical system mappings like Payment Type (Receive), the validated down-payment Amount ($100.00), the active processing Journal (Bank), and the target customer trace logs.
State Verification: The record is automatically pushed into an 'In Process' or 'Paid' status state. It keeps a rigid bidirectional link via the Many2many schema fields, locking data fields from unauthorized manual alterations.
Audit Double-Entry Accounting via Journal Items Smart Button
To verify financial data balances, hover over the top-right stat button array panel on your source sales order view and click on the "Journal Items" metric action link. This relational shortcut allows managers to bypass traditional bookkeeping lookups and drill straight into lower-level financial ledgers generated by the advance transaction wizard.
Relational Architecture: The button calls an action window mapped to the 'account.move.line' model. It handles strict search domains behind the scenes to bundle only the relevant debit and credit lines linked to the down-payment.
Verify Account Move Lines Ledger Entries
Clicking the dynamic counter opens the detailed "Journal Items" grid dashboard. The inherited action parameters automatically filter records by "Posted" status and bundle them with a "Group By: Journal Entry" rule layer. Operators can audit the transaction date, partner label (e.g., Azure Interior), and the matching balance columns displaying equivalent $100.00 **Debit** and **Credit** values.
Contextual Action Settings: This structural interface alignment matches your `action_view_advance_journal_items` Python controller definitions. It forces group-by filters at runtime to isolate promotional asset lines cleanly.
Track Mapped Log Mappings Inside Order Notebook Tabs
Click open the inherited "Advance Payment Information" notebook page tab located at the bottom section of your sales form. This workspace displays an inline relational data table rendering the linked down-payments, complete with parameters like Name (Origin), Payment Date, Partner tracking, payment Journal, transaction currency, and a precise sum total counter row summarizing all verified down-payment indices.
Embed Read-Only Layout: This tabular layout is protected from frontend modification (`create="false" edit="false" delete="false"`). It serves as a secure reference ledger that lets sales managers track exactly how much cash has been collected prior to invoice generation.
Trace Advance Outstanding Credits on Customer Invoices
When an analytical customer invoice is generated from the linked sales agreement (e.g., INV/2026/00007), the backend background tracking controllers seamlessly monitor open balances. Upon confirming the billing worksheet, look at the bottom-right accounting workspace layout. An informative info block panel automatically highlights the available down-payment options under the "Outstanding Credits" banner listing your source document record (e.g., Add S00024).
Automated Linking Hook: This seamless functional detection is powered by our system extensions on the `account.move` model. It intercepts standard invoice validation cycles to make sure registered advance money is immediately exposed to accounting desks for rapid clearance.
Clear Outstanding Residual Balances via Register Payment Form
After assigning the initial advance credits, the invoice status moves to a **"Partial"** payment state. To collect the remaining residue, click the topheader "Register Payment" button to launch the native "Pay" validation pop-up interface. The wizard automatically updates the "Amount" input box to display the exact mathematical difference ($900.00). Select your matching parameters and click the blue "Create Payment" action toggle.
System Notification Banner: The interface displays a functional safety alert highlighting that active down-payments are already linked in process loops, ensuring accounting operators do not double-post transactional values accidentally.
Deploy Advance Payments inside the Purchase / Procurement Cycle
To manage down-payments for outbound vendor procurement, click open the core "Purchase" module interface. Select or build a transaction under the "Requests for Quotation" log view sheet (e.g., P00014). Thanks to our dedicated view additions, a matching "Advance Payment" action button injects into the upper control header bar, accompanied by a structured "Advance Payment Information" data tab page within the notebook layout.
Access Rights Control: The visibility of these procurement elements is strictly governed by the custom `group_advance_payment_purchase` security group. Front-end users can execute this flow across draft, sent, or confirmed purchase order levels safely.
Register Vendor Outbound Advances via the Purchase Wizard
Clicking the button launches the "Purchase Advance Payment" modal pop-up window wizard panel. Input the down-payment sum in the "Advance Paid Amount" field. The underlying system automatically calculates the "Total Amount", "Paid Amount", and remaining "Payment Difference" variables. Select your targeted banking or cash path in the "Payment (Journal)" dropdown list and click on the blue "Advance Payment" action button.
Wizard Engine Override: The transient module automatically applies your chosen journal parameters, creates an immediate system ledger move item, and closes the tracking modal block cleanly once confirmed.
Track Outbound Advances Inside Purchase Notebook Tabs
Click open the inherited "Advance Payment Information" notebook page tab located at the bottom section of your purchase form. This workspace displays an inline relational data table rendering the linked vendor down-payments, complete with parameters like Name (Origin), Payment Date, Partner tracking (e.g., Acme Corporation), payment Journal (Cash), transaction currency, and a precise sum total counter row summarizing all verified down-payment indices.
Embed Read-Only Layout: This tabular layout is protected from frontend modification (`create="false" edit="false" delete="false"`). It serves as a secure reference ledger that lets purchase managers track exactly how much cash has been spent prior to vendor bill generation.
Audit Analytical Smart Buttons on the Purchase Interface
Once the vendor down-payment validation is complete, look at the top-right stat button box of the "Purchase Order / RFQ" form sheet. The interface dynamically updates to display the active counter links: an "Advance Payments" smart button tracking your outbound payment records, and a "Journal Items" button mapping the live underlying double-entry accounting moves automatically.
Live Analytics Tracking: These inherited counters calculate values dynamically by querying relational mappings (`advance_payment_count` and `advance_journal_item_count`). They allow procurement managers to drill down straight into low-level accounting logs instantly.
Review the Generated Vendor Outbound Advance Document
Clicking the "Advance Payments" smart button expands the structural list view, letting you drill straight into the individual generated outbound vendor payment sheet (e.g., PCSH1/2026/00003). Here you can audit critical system mappings like Payment Type (Send), the validated down-payment Amount ($100.00), the active processing Journal (Cash), the target vendor (Acme Corporation), and the source Memo reference path (P00014).
State Verification: The record is automatically pushed into an 'In Process' status state. It keeps a rigid bidirectional link via the Many2many schema fields, locking data fields from unauthorized manual alterations.
Verify Vendor Outbound Journal Items Ledger Entries
Clicking the technical "Journal Items" shortcut link on the purchase form switches layouts to the comprehensive double-entry financial grid. The interface inherits strict system domains to automatically focus on "Posted" lines grouped by the exact cash entry (e.g., PCSH1/2026/00003). Auditors can review target ledger lines, partner assignments (Acme Corporation), and balanced columns displaying identical $100.00 **Debit** and **Credit** values.
Double-Entry Traceability: The module utilizes the native `account.move.line` structure to tie procurement transactions cleanly to accounts payable registers. This simplifies bank reconciliation tasks for back-office accountants.
Trace Advance Outstanding Debits on Vendor Bills
When an outbound vendor bill is generated from the linked purchase agreement (e.g., BILL/2026/07/0002), the background tracking controllers seamlessly monitor open balances. Upon confirming the bill worksheet to a posted state, look at the bottom-right accounting workspace layout. An informative data panel automatically highlights the available down-payment options under the "Outstanding Debits" banner listing your source document record (e.g., Add P00014).
Automated Linking Hook: This seamless functional detection is powered by our system extensions on the `account.move` model. It intercepts standard invoice validation cycles to make sure registered advance money is immediately exposed to accounting desks for rapid clearance.
Clear Outstanding Residual Balances via Register Payment Form
After assigning the initial advance debits, the vendor bill status moves to a **"Partial"** payment state. To settle the remaining residue, click the top-header "Register Payment" button to launch the native "Pay" validation pop-up interface. The wizard automatically updates the "Amount" input box to display the exact mathematical difference ($900.00). Select your matching parameters and click the blue "Create Payment" action toggle.
System Notification Banner: The interface displays a functional safety alert highlighting that active down-payments are already linked in process loops, ensuring accounting operators do not double-post outbound transactional values accidentally.
Key Features & Capabilities
Bridges operational modules by synchronizing downstream advance payment structures natively across financial sales and procurement workflows.
Order-Level Registration
Deploy direct down-payment records right from individual Sale or Purchase form sheets, skipping traditional time-consuming cross-module navigational chains completely.
Dynamic Contextual Wizard
Interactive wizard fields monitor system variables on-the-fly, switching parameters automatically between inbound/outbound tracks to eliminate manual entry mistakes.
Automatic Invoice Reconcile
Hooks directly into native invoice confirmation and post routines (`action_post`), ensuring that registered advances automatically reconcile against future customer invoices or vendor bills.
Advance Payment Information
Appends custom ledger pages into order notebooks, rendering lists of paid amounts, transaction dates, related journals, and a total advance summation row accurately.
Role-Based Security Toggles
Provides secure boolean configurations inside user access rights, giving administrators the exact power to authorize or restrict advance transactions per department.
Smart Buttons Deep Dive
Stat buttons track underlying journal layers automatically, allowing financial managers to instantly expand and locate detailed low-level general accounting item entries.
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© 2017 SprintERP Technologies. All Rights Reserved.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 442 |
| Technical Name |
se_so_po_advance_payment |
| License | LGPL-3 |
| Website | https://sprinterp.com |
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