Metadata-Version: 2.1
Name: odoo-addon-sale_order_invoicing_grouping_criteria
Version: 18.0.1.0.0.5
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Sales order invoicing grouping criteria
Home-page: https://github.com/OCA/account-invoicing
License: AGPL-3
Author: Tecnativa, 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
Classifier: Development Status :: 5 - Production/Stable
Description-Content-Type: text/x-rst

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Sales order invoicing grouping criteria
=======================================

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This module allows to use custom criteria for grouping sales orders to
be invoiced.

Default criteria for grouping (invoicing partner, company and used
currency) will be always applied, as if not respected, there will be
business inconsistencies, but you can add more fields to split the
invoicing according them.

**Table of contents**

.. contents::
   :local:

Configuration
=============

For creating new grouping criteria:

1. Go to *Invoicing > Configuration > Management > Invoicing Grouping
   Criteria*.
2. Create or modify existing criteria, selecting fields belonging to
   "Sales Order" header model for grouping according them.
3. Invoicing address and currency will always be applied with the
   selected ones.

For setting a different grouping criteria for a specific customer:

1. Go to *Invoicing > Customer > Customers*.
2. Open the desired customer.
3. Go to *Invoicing* page.
4. Set on "Sales Invoicing Grouping Criteria" the desired grouping
   criteria.

For setting a different default grouping criteria than the standard for
the whole company:

1. Go to *Invoicing > Configuration> Settings*.
2. Locate inside "Sales Order Invoicing" section, the field "Default
   Grouping Criteria".
3. Introduce there the grouping criteria to be applied by default. If
   empty, the general default of invoicing address + currency + company
   will be applied.

Usage
=====

1. Go to *Sales > To Invoice > Orders to Invoice*.
2. Select sales orders whose invoicing you want to do.
3. Click on *Action > Invoice Order*.
4. Click on "Create and View Invoices" button.
5. On that moment, the grouping criteria will be applied, and you will
   see different invoices if the criteria doesn't match for them.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/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-invoicing/issues/new?body=module:%20sale_order_invoicing_grouping_criteria%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
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

  - Pedro M. Baeza
  - Carlos Lopez

- `Sygel <https://www.sygel.es/>`__:

  - Valentin Vinagre valentin.vinagre@sygel.es
  - Roger Sans roger.sans@sygel.es

- `Dynapps <https://www.dynapps.eu/>`__:

  - Bert Van Groenendael bert.vangroenendael@dynapps.eu

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-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px
    :target: https://github.com/pedrobaeza
    :alt: pedrobaeza

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

|maintainer-pedrobaeza| 

This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/18.0/sale_order_invoicing_grouping_criteria>`_ project on GitHub.

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