Odoo Community Association

Sale Invoice Date From Picking

Beta License: AGPL-3 OCA/account-invoicing Translate me on Weblate Try me on Runboat

This module sets the invoice date based on the date or datetime field configured in the ‘Picking Date Field for Invoice Date’ setting. If the selected field has no value, the system will fallback to using the date_done of the latest completed picking as the invoice date.

Table of contents

Use Cases / Context

This module is useful when the invoice_date of a customer invoice needs to reflect a
specific operational date from the related delivery order.

One example of such an implementation case is as follows:

  • Install OCA modules sale_automatic_wofklow and stock_move_actual_date, along with this module.
  • Select the actual date field as the Picking Date Field for Invoice Date.
  • Configure automatic workflow domain so that the delivery is validated and the invoice is created when the date set in the actual date has arrived.

Configuration

  1. Navigate to Sales > Configuration > Settings.
  2. Find and set the ‘Picking Date Field for Invoice Date’ to use its value as the invoice date.

Usage

  • Create a Sale Order with a storable product.
  • Validate the delivery.
  • Create the invoice.
  • The invoice date will be taken from the field on the delivery order, as specified in the settings.

Bug Tracker

Bugs are tracked on GitHub 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.

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

Credits

Authors

  • Quartile

Contributors

  • Quartile:
    • Aung Ko Ko Lin
    • Yoshi Tashiro

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

This module is part of the OCA/account-invoicing project on GitHub.

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