Metadata-Version: 2.1
Name: odoo-addon-account_invoice_report_picking_customer_note
Version: 16.0.1.0.1.3
Summary: Print picking customer note in Invoice
Home-page: https://github.com/OCA/account-invoice-reporting
Author: Moduon, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 16.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.10
Requires-Dist: odoo-addon-sale-stock-picking-note<16.1dev,>=16.0dev
Requires-Dist: odoo<16.1dev,>=16.0a

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

============================================
Account Invoice Report Picking Customer Note
============================================

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This module prints the **Picking Customer Comments** (provided by the
``sale_stock_picking_note`` module) from the **Delivery Address** contact on the invoice
report.
Because this module extends ``sale_stock_picking_note``, please refer to
`that module's README <https://github.com/OCA/sale-workflow/blob/16.0/sale_stock_picking_note/README.rst>`_
to understand the underlying fields and flow.

**Table of contents**

.. contents::
   :local:

Use Cases / Context
===================

It's handy to have this default information available in the invoice.
There might be case where there's no delivery slip or it isn't handed to the customer.

Usage
=====

This module assumes you have configured and are using ``sale_stock_picking_note`` as
described in its README (i.e., the **Picking Customer Comments** field is available on
the Contact's *Sales & Purchases* tab and on the Sales Order *Other Information* tab).

**Case 1: Single Sales Order -> Single Invoice**:

#. On the Sales Order, open the *Other Information* tab and set **Picking Customer
   Comments**.
#. When you create and print the invoice from this SO, the invoice report will display
   that **Picking Customer Comments** value from the Sales Order.

**Case 2: Multiple Sales Orders -> One (Grouped) Invoice**:

*When the invoice aggregates two or more sales orders, the report prints one 
value taken from the invoice's Delivery Address (shipping partner).*

#. Create two Sales Orders for the same customer using the same **Delivery Address**.
   Each sales order will have **Picking Customer Comments** set from its **Delivery 
   Address**. You may edit the SO value or leave it as is.
#. Deliver both Sales Orders by validating their related delivery pickings.
#. From the sales order list view, select both Sales Orders and invoice them, grouping
   into a single invoice.
#. Print the grouped invoice; the invoice report will display the **Delivery Address**
   value.

**Notes:**

- Make sure *Settings > Invoicing > Customer Invoices > Customer Addresses* is enabled.
- Changes made directly on pickings are not considered.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoice-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-invoice-reporting/issues/new?body=module:%20account_invoice_report_picking_customer_note%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Moduon

Contributors
~~~~~~~~~~~~

* `Moduon <https://www.moduon.team>`_:

  * Rafael Blasco 
  * David Vidal
  * Andrii Kompaniiets

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
    :target: https://github.com/rafaelbn
    :alt: rafaelbn
.. |maintainer-Andrii9090| image:: https://github.com/Andrii9090.png?size=40px
    :target: https://github.com/Andrii9090
    :alt: Andrii9090
.. |maintainer-chienandalu| image:: https://github.com/chienandalu.png?size=40px
    :target: https://github.com/chienandalu
    :alt: chienandalu

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-rafaelbn| |maintainer-Andrii9090| |maintainer-chienandalu| 

This module is part of the `OCA/account-invoice-reporting <https://github.com/OCA/account-invoice-reporting/tree/16.0/account_invoice_report_picking_customer_note>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
