Message Threads | The Odoo Community Association

Re: Feature to require PO Number on Sale Orders

Or sale_exception and add a rule for that...

Regards.

by Pedro M. Baeza - 01:11 - 19 Aug 2020

Re: Feature to require PO Number on Sale Orders

Thank you for the ideas and code, Graeme.
Another idea is to use the Tier Validation modules, and configure rules for this.

Thanks
Daniel

On 19/08/2020 06:07, Graeme Gellatly wrote:

To generalise the issue a little.

Clients have fields that are required in order to progress to the next state/stage. To be honest for states it is fairly straightforward in code, but increasingly I'm getting it for stages as well.

This is a little module I've written for stages. It could be easily generalised out to support domain filters and probably states as well.

https://github.com/odoonz/crm_oca_candidates/tree/12.0/crm_required_by_stage

Any module in that repo that anyone wants to take to OCA, they are more than welcome, it is just a "When I get around to it" repo.
On Wed, Aug 19, 2020 at 3:17 PM Richard deMeester <richard.demeester@willdooit.com> wrote:
Sorry, that should have been "Hi Daniel"...

Richard deMeester

Senior Development Analyst

WilldooIT Pty Ltd

E: richard.demeester@willdooit.com

M: +61 403 76 76 76

P: +61 3 9135 1900

A: 10/435 Williamstown Road, Port Melbourne, Vic 3207

Making growth through technology easy

DISCLAIMER | This electronic message together with any attachments is confidential. If you are not the recipient, do not copy, disclose, or use the contents in any way. Please also advise us by e-mail that you have received this message in error and then please destroy this email and any of its attachments. WilldooIT Pty. Ltd. is not responsible for any changes made to this message and/or any attachments after sending by WilldooIT Pty. Ltd. WilldooIT Pty. Ltd. use virus scanning software but exclude all liability for virus or anything similar in this email or attachment.

From: Richard deMeester <richard.demeester@willdooit.com>
Sent: Wednesday, 19 August 2020 1:12 PM
To: Contributors <contributors@odoo-community.org>
Subject: Re: Feature to require PO Number on Sale Orders
Hi Bettina,

We have a module we have a module we install that checks if "Ref" is provided, but only enforced when the order is validated (allowing you to put in quotes without a reference). It also optionally enforces that the reference must be unique by customer. They are company properties, allowing different companies in one database to operate uniquely.

We find many of our customers benefit from this functionality.

Richard

Richard deMeester

Senior Development Analyst

WilldooIT Pty Ltd

E: richard.demeester@willdooit.com

M: +61 403 76 76 76

P: +61 3 9135 1900

A: 10/435 Williamstown Road, Port Melbourne, Vic 3207

Making growth through technology easy

DISCLAIMER | This electronic message together with any attachments is confidential. If you are not the recipient, do not copy, disclose, or use the contents in any way. Please also advise us by e-mail that you have received this message in error and then please destroy this email and any of its attachments. WilldooIT Pty. Ltd. is not responsible for any changes made to this message and/or any attachments after sending by WilldooIT Pty. Ltd. WilldooIT Pty. Ltd. use virus scanning software but exclude all liability for virus or anything similar in this email or attachment.

From: Bettina Pfeifer dygytally.de <bettina@dygytally.de>
Sent: Wednesday, 19 August 2020 2:32 AM
To: Contributors <contributors@odoo-community.org>
Subject: Re: Feature to require PO Number on Sale Orders
Hi Daniel,

the sale orde ref field was already mentioned, but sometimes a client needs a very special field to exactly match their (SAP) order request (in German, that number is called BANF). Due to the Workflow in SAP, it is often the case that the BANF is not known at the beginning of the sale. Only a short time before the invoice is allowed to be issued, this BANF is available. In German, "to banf" (banfen) has already become a verb.

So if you should happen to mean this special PO number, those Odoo users who issue invoices to corporates would love to use that.

Kind regards, Bettina

dygytally.de GmbH
Margarete-Steiff-Str. 7
60438 Frankfurt am Main

mobil +49 170 5423 951
WhatsApp +49 175 1042428
Tel +49 69 758 44766
Fax +49 69 758 44767 Geschäftsführerin: Bettina Pfeifer

Handelsregister: Frankfurt HRB 106317

dygytally.de
Einfach. Digital. Wachsen.
-- Odoo Ready Partner -- Website
Kontakt
Impressum
Datenschutz

© 2019 dygytally.de

Am 18.08.20 um 17:56 schrieb Daniel Reis:
Hello,

It is common to find customer that require for PO numbers to be included 
in the invoices sento to them.
So, for these customers we might want to make sure that the PO Number is 
included in the Sale Order starting the process.

I expected to already have in the OCA repos some features related to 
this workflow, but couldn't find any.
Maybe I looked at the wrong repos?
If not, I could start a design for this.

Thanks for your help
Daniel
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by Daniel Reis - 01:01 - 19 Aug 2020

Re: Feature to require PO Number on Sale Orders

To generalise the issue a little.

Clients have fields that are required in order to progress to the next state/stage. To be honest for states it is fairly straightforward in code, but increasingly I'm getting it for stages as well.

This is a little module I've written for stages. It could be easily generalised out to support domain filters and probably states as well.

https://github.com/odoonz/crm_oca_candidates/tree/12.0/crm_required_by_stage

Any module in that repo that anyone wants to take to OCA, they are more than welcome, it is just a "When I get around to it" repo.

On Wed, Aug 19, 2020 at 3:17 PM Richard deMeester <richard.demeester@willdooit.com> wrote:

Sorry, that should have been "Hi Daniel"...

Richard deMeester

Senior Development Analyst

WilldooIT Pty Ltd

E: richard.demeester@willdooit.com

M: +61 403 76 76 76

P: +61 3 9135 1900

A: 10/435 Williamstown Road, Port Melbourne, Vic 3207

Making growth through technology easy

DISCLAIMER | This electronic message together with any attachments is confidential. If you are not the recipient, do not copy, disclose, or use the contents in any way. Please also advise us by e-mail that you have received this message in error and then please destroy this email and any of its attachments. WilldooIT Pty. Ltd. is not responsible for any changes made to this message and/or any attachments after sending by WilldooIT Pty. Ltd. WilldooIT Pty. Ltd. use virus scanning software but exclude all liability for virus or anything similar in this email or attachment.

From: Richard deMeester <richard.demeester@willdooit.com>
Sent: Wednesday, 19 August 2020 1:12 PM
To: Contributors <contributors@odoo-community.org>
Subject: Re: Feature to require PO Number on Sale Orders
Hi Bettina,

We have a module we have a module we install that checks if "Ref" is provided, but only enforced when the order is validated (allowing you to put in quotes without a reference). It also optionally enforces that the reference must be unique by customer. They are company properties, allowing different companies in one database to operate uniquely.

We find many of our customers benefit from this functionality.

Richard

Richard deMeester

Senior Development Analyst

WilldooIT Pty Ltd

E: richard.demeester@willdooit.com

M: +61 403 76 76 76

P: +61 3 9135 1900

A: 10/435 Williamstown Road, Port Melbourne, Vic 3207

Making growth through technology easy

DISCLAIMER | This electronic message together with any attachments is confidential. If you are not the recipient, do not copy, disclose, or use the contents in any way. Please also advise us by e-mail that you have received this message in error and then please destroy this email and any of its attachments. WilldooIT Pty. Ltd. is not responsible for any changes made to this message and/or any attachments after sending by WilldooIT Pty. Ltd. WilldooIT Pty. Ltd. use virus scanning software but exclude all liability for virus or anything similar in this email or attachment.

From: Bettina Pfeifer dygytally.de <bettina@dygytally.de>
Sent: Wednesday, 19 August 2020 2:32 AM
To: Contributors <contributors@odoo-community.org>
Subject: Re: Feature to require PO Number on Sale Orders
Hi Daniel,

the sale orde ref field was already mentioned, but sometimes a client needs a very special field to exactly match their (SAP) order request (in German, that number is called BANF). Due to the Workflow in SAP, it is often the case that the BANF is not known at the beginning of the sale. Only a short time before the invoice is allowed to be issued, this BANF is available. In German, "to banf" (banfen) has already become a verb.

So if you should happen to mean this special PO number, those Odoo users who issue invoices to corporates would love to use that.

Kind regards, Bettina

dygytally.de GmbH
Margarete-Steiff-Str. 7
60438 Frankfurt am Main

mobil +49 170 5423 951
WhatsApp +49 175 1042428
Tel +49 69 758 44766
Fax +49 69 758 44767 Geschäftsführerin: Bettina Pfeifer

Handelsregister: Frankfurt HRB 106317

dygytally.de
Einfach. Digital. Wachsen.
-- Odoo Ready Partner -- Website
Kontakt
Impressum
Datenschutz

© 2019 dygytally.de

Am 18.08.20 um 17:56 schrieb Daniel Reis:
Hello,

It is common to find customer that require for PO numbers to be included 
in the invoices sento to them.
So, for these customers we might want to make sure that the PO Number is 
included in the Sale Order starting the process.

I expected to already have in the OCA repos some features related to 
this workflow, but couldn't find any.
Maybe I looked at the wrong repos?
If not, I could start a design for this.

Thanks for your help
Daniel
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by Graeme Gellatly - 07:06 - 19 Aug 2020

Re: Feature to require PO Number on Sale Orders

Sorry, that should have been "Hi Daniel"...

Richard deMeester

Senior Development Analyst

WilldooIT Pty Ltd

E: richard.demeester@willdooit.com

M: +61 403 76 76 76

P: +61 3 9135 1900

A: 10/435 Williamstown Road, Port Melbourne, Vic 3207

Making growth through technology easy

DISCLAIMER | This electronic message together with any attachments is confidential. If you are not the recipient, do not copy, disclose, or use the contents in any way. Please also advise us by e-mail that you have received this message in error and then please destroy this email and any of its attachments. WilldooIT Pty. Ltd. is not responsible for any changes made to this message and/or any attachments after sending by WilldooIT Pty. Ltd. WilldooIT Pty. Ltd. use virus scanning software but exclude all liability for virus or anything similar in this email or attachment.

From: Richard deMeester <richard.demeester@willdooit.com>
Sent: Wednesday, 19 August 2020 1:12 PM
To: Contributors <contributors@odoo-community.org>
Subject: Re: Feature to require PO Number on Sale Orders

Hi Bettina,

We have a module we have a module we install that checks if "Ref" is provided, but only enforced when the order is validated (allowing you to put in quotes without a reference). It also optionally enforces that the reference must be unique by customer. They are company properties, allowing different companies in one database to operate uniquely.

We find many of our customers benefit from this functionality.

Richard

Richard deMeester

Senior Development Analyst

WilldooIT Pty Ltd

E: richard.demeester@willdooit.com

M: +61 403 76 76 76

P: +61 3 9135 1900

A: 10/435 Williamstown Road, Port Melbourne, Vic 3207

Making growth through technology easy

DISCLAIMER | This electronic message together with any attachments is confidential. If you are not the recipient, do not copy, disclose, or use the contents in any way. Please also advise us by e-mail that you have received this message in error and then please destroy this email and any of its attachments. WilldooIT Pty. Ltd. is not responsible for any changes made to this message and/or any attachments after sending by WilldooIT Pty. Ltd. WilldooIT Pty. Ltd. use virus scanning software but exclude all liability for virus or anything similar in this email or attachment.

From: Bettina Pfeifer dygytally.de <bettina@dygytally.de>
Sent: Wednesday, 19 August 2020 2:32 AM
To: Contributors <contributors@odoo-community.org>
Subject: Re: Feature to require PO Number on Sale Orders

Hi Daniel,

the sale orde ref field was already mentioned, but sometimes a client needs a very special field to exactly match their (SAP) order request (in German, that number is called BANF). Due to the Workflow in SAP, it is often the case that the BANF is not known at the beginning of the sale. Only a short time before the invoice is allowed to be issued, this BANF is available. In German, "to banf" (banfen) has already become a verb.

So if you should happen to mean this special PO number, those Odoo users who issue invoices to corporates would love to use that.

Kind regards, Bettina

dygytally.de GmbH
Margarete-Steiff-Str. 7
60438 Frankfurt am Main

mobil +49 170 5423 951
WhatsApp +49 175 1042428
Tel +49 69 758 44766
Fax +49 69 758 44767

Geschäftsführerin: Bettina Pfeifer

Handelsregister: Frankfurt HRB 106317

dygytally.de
Einfach. Digital. Wachsen.
-- Odoo Ready Partner --

Website
Kontakt
Impressum
Datenschutz

© 2019 dygytally.de

Am 18.08.20 um 17:56 schrieb Daniel Reis:

Hello,

It is common to find customer that require for PO numbers to be included 
in the invoices sento to them.
So, for these customers we might want to make sure that the PO Number is 
included in the Sale Order starting the process.

I expected to already have in the OCA repos some features related to 
this workflow, but couldn't find any.
Maybe I looked at the wrong repos?
If not, I could start a design for this.

Thanks for your help
Daniel
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by Richard deMeester <richard.demeester@willdooit.com> - 05:16 - 19 Aug 2020

4 attachments 4 attachments

Re: Feature to require PO Number on Sale Orders

Hi Bettina,

We have a module we have a module we install that checks if "Ref" is provided, but only enforced when the order is validated (allowing you to put in quotes without a reference). It also optionally enforces that the reference must be unique by customer. They are company properties, allowing different companies in one database to operate uniquely.

We find many of our customers benefit from this functionality.

Richard

Richard deMeester

Senior Development Analyst

WilldooIT Pty Ltd

E: richard.demeester@willdooit.com

M: +61 403 76 76 76

P: +61 3 9135 1900

A: 10/435 Williamstown Road, Port Melbourne, Vic 3207

Making growth through technology easy

DISCLAIMER | This electronic message together with any attachments is confidential. If you are not the recipient, do not copy, disclose, or use the contents in any way. Please also advise us by e-mail that you have received this message in error and then please destroy this email and any of its attachments. WilldooIT Pty. Ltd. is not responsible for any changes made to this message and/or any attachments after sending by WilldooIT Pty. Ltd. WilldooIT Pty. Ltd. use virus scanning software but exclude all liability for virus or anything similar in this email or attachment.

From: Bettina Pfeifer dygytally.de <bettina@dygytally.de>
Sent: Wednesday, 19 August 2020 2:32 AM
To: Contributors <contributors@odoo-community.org>
Subject: Re: Feature to require PO Number on Sale Orders

Hi Daniel,

the sale orde ref field was already mentioned, but sometimes a client needs a very special field to exactly match their (SAP) order request (in German, that number is called BANF). Due to the Workflow in SAP, it is often the case that the BANF is not known at the beginning of the sale. Only a short time before the invoice is allowed to be issued, this BANF is available. In German, "to banf" (banfen) has already become a verb.

So if you should happen to mean this special PO number, those Odoo users who issue invoices to corporates would love to use that.

Kind regards, Bettina

dygytally.de GmbH
Margarete-Steiff-Str. 7
60438 Frankfurt am Main

mobil +49 170 5423 951
WhatsApp +49 175 1042428
Tel +49 69 758 44766
Fax +49 69 758 44767

Geschäftsführerin: Bettina Pfeifer

Handelsregister: Frankfurt HRB 106317

dygytally.de
Einfach. Digital. Wachsen.
-- Odoo Ready Partner --

Website
Kontakt
Impressum
Datenschutz

© 2019 dygytally.de

Am 18.08.20 um 17:56 schrieb Daniel Reis:

Hello,

It is common to find customer that require for PO numbers to be included 
in the invoices sento to them.
So, for these customers we might want to make sure that the PO Number is 
included in the Sale Order starting the process.

I expected to already have in the OCA repos some features related to 
this workflow, but couldn't find any.
Maybe I looked at the wrong repos?
If not, I could start a design for this.

Thanks for your help
Daniel
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by Richard deMeester <richard.demeester@willdooit.com> - 05:16 - 19 Aug 2020

2 attachments 2 attachments

Re: Financial Reports on OCA

Hi Tim,

Thanks a lot for this sharing. We will try it :)

Regards,

Wipawii

www.ecosoft.co.th

Your ERP Partner

On Wed, 19 Aug 2020, 08:07 Stonis, Timothy, <tim@opoet.com> wrote:

We do all of our reports using MIS builder and the way I saved time on different implementations with different CoAs is to do the MIS reports based on account tags instead of account numbers. For example, “Cash”, “Accrued Expenses”, etc. Then if you just tag your accounts, you can use roughly the same report (which can be defined as XML data).

Tim

On Aug 18, 2020, at 8:56 PM, Lek Ecosoft <wipawiij@ecosoft.co.th> wrote:

Hi Dominique,

If in our country case, each organisation has their owned CoA, we have to set MIS builder for every single organisation. So, we are on the right track :)

Thanks.

Regards,

Wipawii

www.ecosoft.co.th

Your ERP Partner

On Wed, 19 Aug 2020, 07:41 Dominique k, <dominique.k@elico-corp.com.sg> wrote:
You can make it a module based on a specific Chart of account

On Wed, 19 Aug 2020 at 7:32 AM, Lek Ecosoft <wipawiij@ecosoft.co.th> wrote:
Hello all,

We use MIS builder for FR, Statement of financial position (Balace Sheet) and Statement of Income (Profit and Loss), too but we have to set and configure it for EVERY clients after CoA imported, is this the same as you all do? Or there is a way to make it repeatable setting for all clients?

Thanks.

Regards,

Wipawii

www.ecosoft.co.th

Your ERP Partner

On Tue, 18 Aug 2020, 22:21 Kitti Upariphutthiphong, <kittiu@ecosoft.co.th> wrote:
Thank you you all for confirmation with confidence. I will go back to proof it with my team. We always have thought we had more or special requirements. ;)

On Tue, 18 Aug 2020, 01:57 Joël Grand-Guillaume, <joel.grandguillaume@camptocamp.com> wrote:
I do agree with Pedro and Jordi. The existing financial reports + mid builder & related config for ypur coutrny shall be more than fine.

Le sam. 15 août 2020 à 11:37, Pedro M. Baeza (Tecnativa) <pedro.baeza@tecnativa.com> a écrit :
Kitti, you need mis_builder + specific localization module adding the MIS templates, like https://github.com/OCA/l10n-spain/tree/13.0/l10n_es_mis_report, but there's no gap.

Regards.

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--
Dominique KON-SUN-TACK [Project Manager]
Elico Solutions (Singapore/Shanghai/Shenzhen)
Odoo Gold Partner, best Odoo Partner 2014 for APAC

Mobile: + 65 8502 2399
Skype: dominique_elico
Email: dominique.k@elico-corp.com.sg
Website: www.elico-corp.com

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by Wipawii Jaraswarapan - 03:35 - 19 Aug 2020

Re: Financial Reports on OCA

We do all of our reports using MIS builder and the way I saved time on different implementations with different CoAs is to do the MIS reports based on account tags instead of account numbers. For example, “Cash”, “Accrued Expenses”, etc. Then if you just tag your accounts, you can use roughly the same report (which can be defined as XML data).

Tim

On Aug 18, 2020, at 8:56 PM, Lek Ecosoft <wipawiij@ecosoft.co.th> wrote:

Hi Dominique,

If in our country case, each organisation has their owned CoA, we have to set MIS builder for every single organisation. So, we are on the right track :)

Thanks.

Regards,

Wipawii

www.ecosoft.co.th

Your ERP Partner

On Wed, 19 Aug 2020, 07:41 Dominique k, <dominique.k@elico-corp.com.sg> wrote:
You can make it a module based on a specific Chart of account

On Wed, 19 Aug 2020 at 7:32 AM, Lek Ecosoft <wipawiij@ecosoft.co.th> wrote:
Hello all,

We use MIS builder for FR, Statement of financial position (Balace Sheet) and Statement of Income (Profit and Loss), too but we have to set and configure it for EVERY clients after CoA imported, is this the same as you all do? Or there is a way to make it repeatable setting for all clients?

Thanks.

Regards,

Wipawii

www.ecosoft.co.th

Your ERP Partner

On Tue, 18 Aug 2020, 22:21 Kitti Upariphutthiphong, <kittiu@ecosoft.co.th> wrote:
Thank you you all for confirmation with confidence. I will go back to proof it with my team. We always have thought we had more or special requirements. ;)

On Tue, 18 Aug 2020, 01:57 Joël Grand-Guillaume, <joel.grandguillaume@camptocamp.com> wrote:
I do agree with Pedro and Jordi. The existing financial reports + mid builder & related config for ypur coutrny shall be more than fine.

Le sam. 15 août 2020 à 11:37, Pedro M. Baeza (Tecnativa) <pedro.baeza@tecnativa.com> a écrit :
Kitti, you need mis_builder + specific localization module adding the MIS templates, like https://github.com/OCA/l10n-spain/tree/13.0/l10n_es_mis_report, but there's no gap.

Regards.

_______________________________________________
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--
Dominique KON-SUN-TACK [Project Manager]
Elico Solutions (Singapore/Shanghai/Shenzhen)
Odoo Gold Partner, best Odoo Partner 2014 for APAC

Mobile: + 65 8502 2399
Skype: dominique_elico
Email: dominique.k@elico-corp.com.sg
Website: www.elico-corp.com

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by Timothy Stonis - 03:06 - 19 Aug 2020

Re: Financial Reports on OCA

Hi Dominique,

If in our country case, each organisation has their owned CoA, we have to set MIS builder for every single organisation. So, we are on the right track :)

Thanks.

Regards,

Wipawii

www.ecosoft.co.th

Your ERP Partner

On Wed, 19 Aug 2020, 07:41 Dominique k, <dominique.k@elico-corp.com.sg> wrote:

You can make it a module based on a specific Chart of account

On Wed, 19 Aug 2020 at 7:32 AM, Lek Ecosoft <wipawiij@ecosoft.co.th> wrote:
Hello all,

We use MIS builder for FR, Statement of financial position (Balace Sheet) and Statement of Income (Profit and Loss), too but we have to set and configure it for EVERY clients after CoA imported, is this the same as you all do? Or there is a way to make it repeatable setting for all clients?

Thanks.

Regards,

Wipawii

www.ecosoft.co.th

Your ERP Partner

On Tue, 18 Aug 2020, 22:21 Kitti Upariphutthiphong, <kittiu@ecosoft.co.th> wrote:
Thank you you all for confirmation with confidence. I will go back to proof it with my team. We always have thought we had more or special requirements. ;)

On Tue, 18 Aug 2020, 01:57 Joël Grand-Guillaume, <joel.grandguillaume@camptocamp.com> wrote:
I do agree with Pedro and Jordi. The existing financial reports + mid builder & related config for ypur coutrny shall be more than fine.

Le sam. 15 août 2020 à 11:37, Pedro M. Baeza (Tecnativa) <pedro.baeza@tecnativa.com> a écrit :
Kitti, you need mis_builder + specific localization module adding the MIS templates, like https://github.com/OCA/l10n-spain/tree/13.0/l10n_es_mis_report, but there's no gap.

Regards.

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by Wipawii Jaraswarapan - 02:56 - 19 Aug 2020

Re: Financial Reports on OCA

You can make it a module based on a specific Chart of account

On Wed, 19 Aug 2020 at 7:32 AM, Lek Ecosoft <wipawiij@ecosoft.co.th> wrote:

Hello all,

We use MIS builder for FR, Statement of financial position (Balace Sheet) and Statement of Income (Profit and Loss), too but we have to set and configure it for EVERY clients after CoA imported, is this the same as you all do? Or there is a way to make it repeatable setting for all clients?

Thanks.

Regards,

Wipawii

www.ecosoft.co.th

Your ERP Partner

On Tue, 18 Aug 2020, 22:21 Kitti Upariphutthiphong, <kittiu@ecosoft.co.th> wrote:
Thank you you all for confirmation with confidence. I will go back to proof it with my team. We always have thought we had more or special requirements. ;)

On Tue, 18 Aug 2020, 01:57 Joël Grand-Guillaume, <joel.grandguillaume@camptocamp.com> wrote:
I do agree with Pedro and Jordi. The existing financial reports + mid builder & related config for ypur coutrny shall be more than fine.

Le sam. 15 août 2020 à 11:37, Pedro M. Baeza (Tecnativa) <pedro.baeza@tecnativa.com> a écrit :
Kitti, you need mis_builder + specific localization module adding the MIS templates, like https://github.com/OCA/l10n-spain/tree/13.0/l10n_es_mis_report, but there's no gap.

Regards.

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Elico Solutions (Singapore/Shanghai/Shenzhen)

Odoo Gold Partner, best Odoo Partner 2014 for APAC

Mobile: + 65 8502 2399

Skype: dominique_elico

Email: dominique.k@elico-corp.com.sg

Website: www.elico-corp.com

by dominique.k - 02:40 - 19 Aug 2020

Re: Financial Reports on OCA

Hello all,

We use MIS builder for FR, Statement of financial position (Balace Sheet) and Statement of Income (Profit and Loss), too but we have to set and configure it for EVERY clients after CoA imported, is this the same as you all do? Or there is a way to make it repeatable setting for all clients?

Thanks.

Regards,

Wipawii

www.ecosoft.co.th

Your ERP Partner

On Tue, 18 Aug 2020, 22:21 Kitti Upariphutthiphong, <kittiu@ecosoft.co.th> wrote:

Thank you you all for confirmation with confidence. I will go back to proof it with my team. We always have thought we had more or special requirements. ;)

On Tue, 18 Aug 2020, 01:57 Joël Grand-Guillaume, <joel.grandguillaume@camptocamp.com> wrote:
I do agree with Pedro and Jordi. The existing financial reports + mid builder & related config for ypur coutrny shall be more than fine.

Le sam. 15 août 2020 à 11:37, Pedro M. Baeza (Tecnativa) <pedro.baeza@tecnativa.com> a écrit :
Kitti, you need mis_builder + specific localization module adding the MIS templates, like https://github.com/OCA/l10n-spain/tree/13.0/l10n_es_mis_report, but there's no gap.

Regards.

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by Wipawii Jaraswarapan - 01:31 - 19 Aug 2020

Re: Feature to require PO Number on Sale Orders

Hi Daniel,

the sale orde ref field was already mentioned, but sometimes a client needs a very special field to exactly match their (SAP) order request (in German, that number is called BANF). Due to the Workflow in SAP, it is often the case that the BANF is not known at the beginning of the sale. Only a short time before the invoice is allowed to be issued, this BANF is available. In German, "to banf" (banfen) has already become a verb.

So if you should happen to mean this special PO number, those Odoo users who issue invoices to corporates would love to use that.

Kind regards, Bettina

dygytally.de GmbH
Margarete-Steiff-Str. 7
60438 Frankfurt am Main

mobil +49 170 5423 951
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-- Odoo Ready Partner --

Am 18.08.20 um 17:56 schrieb Daniel Reis:

Hello,

It is common to find customer that require for PO numbers to be included 
in the invoices sento to them.
So, for these customers we might want to make sure that the PO Number is 
included in the Sale Order starting the process.

I expected to already have in the OCA repos some features related to 
this workflow, but couldn't find any.
Maybe I looked at the wrong repos?
If not, I could start a design for this.

Thanks for your help
Daniel
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by Bettina Pfeifer. - 06:31 - 18 Aug 2020

Re: Feature to require PO Number on Sale Orders

Thank you Pedro, I guess it should be a new feature then.

Andy, Ivan, you are correct, there is a field for this information.
The business concern here it to prevent sending invoiced with no PO 
Number to a customer that is known to require them.

Thanks
Daniel

On 18/08/2020 17:07, Pedro M. Baeza (Tecnativa) wrote:

> I don't know any OCA module for that.

>

> Regards.

>

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by Daniel Reis - 06:25 - 18 Aug 2020

Re: Feature to require PO Number on Sale Orders

In the sale process, you can simply use the sale order's client_order_ref field. I think it's intended exactly for that purpose.

When you create the invoice, it's copied to the invoice's ref field, and printed in the report

El mar., 18 ago. 2020 a las 17:56, Daniel Reis (<dreis@opensourceintegrators.com>) escribió:

Hello,

It is common to find customer that require for PO numbers to be included 
in the invoices sento to them.
So, for these customers we might want to make sure that the PO Number is 
included in the Sale Order starting the process.

I expected to already have in the OCA repos some features related to 
this workflow, but couldn't find any.
Maybe I looked at the wrong repos?
If not, I could start a design for this.

Thanks for your help
Daniel
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by Iván Todorovich - 06:10 - 18 Aug 2020

Re: Feature to require PO Number on Sale Orders

I don't know any OCA module for that.

Regards.

by Pedro M. Baeza - 06:06 - 18 Aug 2020

Feature to require PO Number on Sale Orders

Hello,

It is common to find customer that require for PO numbers to be included 
in the invoices sento to them.
So, for these customers we might want to make sure that the PO Number is 
included in the Sale Order starting the process.

I expected to already have in the OCA repos some features related to 
this workflow, but couldn't find any.
Maybe I looked at the wrong repos?
If not, I could start a design for this.

Thanks for your help
Daniel

by Daniel Reis - 05:55 - 18 Aug 2020

Re: Financial Reports on OCA

Thank you you all for confirmation with confidence. I will go back to proof it with my team. We always have thought we had more or special requirements. ;)

On Tue, 18 Aug 2020, 01:57 Joël Grand-Guillaume, <joel.grandguillaume@camptocamp.com> wrote:

I do agree with Pedro and Jordi. The existing financial reports + mid builder & related config for ypur coutrny shall be more than fine.

Le sam. 15 août 2020 à 11:37, Pedro M. Baeza (Tecnativa) <pedro.baeza@tecnativa.com> a écrit :
Kitti, you need mis_builder + specific localization module adding the MIS templates, like https://github.com/OCA/l10n-spain/tree/13.0/l10n_es_mis_report, but there's no gap.

Regards.

_______________________________________________
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Post to: mailto:contributors@odoo-community.org
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by Kitti Upariphutthiphong - 05:20 - 18 Aug 2020

Re: Financial Reports on OCA

I do agree with Pedro and Jordi. The existing financial reports + mid builder & related config for ypur coutrny shall be more than fine.

Le sam. 15 août 2020 à 11:37, Pedro M. Baeza (Tecnativa) <pedro.baeza@tecnativa.com> a écrit :

Kitti, you need mis_builder + specific localization module adding the MIS templates, like https://github.com/OCA/l10n-spain/tree/13.0/l10n_es_mis_report, but there's no gap.

Regards.

_______________________________________________
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by Joël Grand Guillaume - 08:55 - 17 Aug 2020

Re: Financial Reports on OCA

Kitti, you need mis_builder + specific localization module adding the MIS templates, like https://github.com/OCA/l10n-spain/tree/13.0/l10n_es_mis_report, but there's no gap.

Regards.

by Pedro M. Baeza - 11:36 - 15 Aug 2020

Re: Financial Reports on OCA

Can you be more specific about what is missing in the OCA financial reports / MIS Builder?

Please do not use the EE features as comparison, but what the accountants miss.

We refactored the financial reports in v13. We run them on databases with millions of move lines at very good performance. Not even dreamable by EE reports.

El sáb., 15 ago. 2020 7:12, Sandip Mangukiya <smangukiya@opensourceintegrators.com> escribió:

I completely agree with you, in accounting this is major gap compare to EE and its time to look forward for possible improvements and more focused contribution.

Thanks
Sandip

On Fri, Aug 14, 2020, 9:31 PM Kitti Upariphutthiphong <kittiu@ecosoft.co.th> wrote:
Dear community,

Just discuss with our business analyst. And it seem that, the financial report we have so far (account-financial-reporting), doesn't live up the expectation of accountants. It also, does not provide some report like Balance Sheet, Profit & Loss or Cash Flow statement.

I understand the alternatives we have, as well as mis-builder in order to close the gap. But it is not as ready to use as in EE. And we think, financial report is the only area that EE seem to out class OCA.

As we strictly goes with OCA, I love to know how other OCAers are dealing with this nowadays?

Thank you so much for your comments.
Kitti

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by Jordi Ballester Alomar - 10:01 - 15 Aug 2020

Re: Financial Reports on OCA

I completely agree with you, in accounting this is major gap compare to EE and its time to look forward for possible improvements and more focused contribution.

Thanks

Sandip

On Fri, Aug 14, 2020, 9:31 PM Kitti Upariphutthiphong <kittiu@ecosoft.co.th> wrote:

Dear community,

Just discuss with our business analyst. And it seem that, the financial report we have so far (account-financial-reporting), doesn't live up the expectation of accountants. It also, does not provide some report like Balance Sheet, Profit & Loss or Cash Flow statement.

I understand the alternatives we have, as well as mis-builder in order to close the gap. But it is not as ready to use as in EE. And we think, financial report is the only area that EE seem to out class OCA.

As we strictly goes with OCA, I love to know how other OCAers are dealing with this nowadays?

Thank you so much for your comments.
Kitti

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by Sandip Mangukiya - 07:10 - 15 Aug 2020

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