Metadata-Version: 2.1
Name: odoo-addon-account_invoice_report_picking_customer_note
Version: 18.0.1.0.2
Requires-Python: >=3.10
Requires-Dist: odoo-addon-sale_stock_picking_note==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Print picking customer note in Invoice
Home-page: https://github.com/OCA/account-invoice-reporting
License: AGPL-3
Author: Moduon, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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   :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**:

1. On the Sales Order, open the *Other Information* tab and set
   **Picking Customer Comments**.
2. 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).*

1. 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.
2. Deliver both Sales Orders by validating their related delivery
   pickings.
3. From the sales order list view, select both Sales Orders and invoice
   them, grouping into a single invoice.
4. 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:%2018.0%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/18.0/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.
