============================
Account Invoice Consolidated
============================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmulti--company-lightgray.png?logo=github
:target: https://github.com/OCA/multi-company/tree/12.0/account_invoice_consolidated
:alt: OCA/multi-company
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/multi-company-12-0/multi-company-12-0-account_invoice_consolidated
:alt: Translate me on Weblate
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:target: https://runbot.odoo-community.org/runbot/133/12.0
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|badge1| |badge2| |badge3| |badge4| |badge5|
This module allows organizations with multiples companies to transfer the
liability of a customer to another company and provide the customer with a
unique consolidated invoice to pay.
--------
Workflow
--------
Company1 - Create and validate invoice
--------------------------------------
+-----------------------+-------------+-------------------+---------+---------+
| Account | Partner | Reconciliation | Debit | Credit |
+=======================+=============+===================+=========+=========+
| Accounts Receivables | Customer | R1 | 100 | |
+-----------------------+-------------+-------------------+---------+---------+
| Sales | | | | 100 |
+-----------------------+-------------+-------------------+---------+---------+
Company2 - Create and validate invoice
--------------------------------------
+-----------------------+-------------+-------------------+---------+---------+
| Account | Partner | Reconciliation | Debit | Credit |
+=======================+=============+===================+=========+=========+
| Accounts Receivables | Customer | R2 | 121 | |
+-----------------------+-------------+-------------------+---------+---------+
| Sales | | | | 121 |
+-----------------------+-------------+-------------------+---------+---------+
Company3 - Create consolidated invoice
--------------------------------------
Nothing happens but selection of company1 and company2 invoices.
Company3 - Click on Consolidate
-------------------------------
Payment of company1's invoice - In company1 using due from payment method
+-----------------------+-------------+-------------------+---------+---------+
| Account | Partner | Reconciliation | Debit | Credit |
+=======================+=============+===================+=========+=========+
| Accounts Receivables | Customer | R1 | | 100 |
+-----------------------+-------------+-------------------+---------+---------+
| Due From | Company3 | | 100 | |
+-----------------------+-------------+-------------------+---------+---------+
Payment of company2's invoice - In company2 using due from payment method
+-----------------------+-------------+-------------------+---------+---------+
| Account | Partner | Reconciliation | Debit | Credit |
+=======================+=============+===================+=========+=========+
| Accounts Receivables | Customer | R2 | | 121 |
+-----------------------+-------------+-------------------+---------+---------+
| Due From | Company3 | | 121 | |
+-----------------------+-------------+-------------------+---------+---------+
Creation of company3's invoice - In company3
+-----------------------+-------------+-------------------+---------+---------+
| Account | Partner | Reconciliation | Debit | Credit |
+=======================+=============+===================+=========+=========+
| Accounts Receivables | Customer | R3 | 221 | |
+-----------------------+-------------+-------------------+---------+---------+
| A/R Due To | Company1 | | | 100 |
+-----------------------+-------------+-------------------+---------+---------+
| A/R Due To | Company2 | | | 121 |
+-----------------------+-------------+-------------------+---------+---------+
----------------
Customer payment
----------------
Customer Payment (company3)
---------------------------
+-----------------------+-------------+-------------------+---------+---------+
| Account | Partner | Reconciliation | Debit | Credit |
+=======================+=============+===================+=========+=========+
| Bank Account | | | 221 | |
+-----------------------+-------------+-------------------+---------+---------+
| Accounts Receivables | Customer | R3 | | 221 |
+-----------------------+-------------+-------------------+---------+---------+
**Table of contents**
.. contents::
:local:
Configuration
=============
* Go to Settings > Users & Companies > Companies
* For each company, go to the "Intercompany Payment Configuration" tab
* Set
* the Due From Account
* the Due To Account
* the Due From/Due To Journal
Usage
=====
* Create invoices for the same customer in different children companies
* Go to Accounting > Sales > Consolidate Invoices
* Create a new invoice consolidation
* Select the same customer
* Select a period wide enough to include the invoices of the children company
* Click on "Consolidate":
* The customer invoices in the children companies are paid.
The payments are available in the "Payments" tab.
* A new invoice is created and validated in the parent company.
The new invoice is available in the "Consolidated Invoice".
* Register the customer payment of that invoice as usual.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/multi-company/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/multi-company/issues/new?body=module:%20account_invoice_consolidated%0Aversion:%2012.0%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
~~~~~~~
* Open Source Integrators
* Serpent Consulting Services Pvt. Ltd.
Contributors
~~~~~~~~~~~~
* Balaji Kannan <bkannan@opensourceintegrators.com>
* Swapnesh Shah <s.shah.serpentcs@gmail.com>
* Wolfgang Hall <whall@opensourceintegrators.com>
* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
Other credits
~~~~~~~~~~~~~
* Open Source Integrators <https://www.opensourceintegrators.com>
* Serpent Consulting Services Pvt Ltd <https://www.serpentcs.com>
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-max3903| image:: https://github.com/max3903.png?size=40px
:target: https://github.com/max3903
:alt: max3903
.. |maintainer-swapnesh-serpentcs| image:: https://github.com/swapnesh-serpentcs.png?size=40px
:target: https://github.com/swapnesh-serpentcs
:alt: swapnesh-serpentcs
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-max3903| |maintainer-swapnesh-serpentcs|
This module is part of the `OCA/multi-company <https://github.com/OCA/multi-company/tree/12.0/account_invoice_consolidated>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "============================\nAccount Invoice Consolidated\n============================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmulti--company-lightgray.png?logo=github\n :target: https://github.com/OCA/multi-company/tree/12.0/account_invoice_consolidated\n :alt: OCA/multi-company\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/multi-company-12-0/multi-company-12-0-account_invoice_consolidated\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n :target: https://runbot.odoo-community.org/runbot/133/12.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module allows organizations with multiples companies to transfer the\nliability of a customer to another company and provide the customer with a\nunique consolidated invoice to pay.\n\n--------\nWorkflow\n--------\n\nCompany1 - Create and validate invoice\n--------------------------------------\n\n+-----------------------+-------------+-------------------+---------+---------+\n| Account | Partner | Reconciliation | Debit | Credit |\n+=======================+=============+===================+=========+=========+\n| Accounts Receivables | Customer | R1 | 100 | |\n+-----------------------+-------------+-------------------+---------+---------+\n| Sales | | | | 100 |\n+-----------------------+-------------+-------------------+---------+---------+\n\nCompany2 - Create and validate invoice\n--------------------------------------\n\n+-----------------------+-------------+-------------------+---------+---------+\n| Account | Partner | Reconciliation | Debit | Credit |\n+=======================+=============+===================+=========+=========+\n| Accounts Receivables | Customer | R2 | 121 | |\n+-----------------------+-------------+-------------------+---------+---------+\n| Sales | | | | 121 |\n+-----------------------+-------------+-------------------+---------+---------+\n\nCompany3 - Create consolidated invoice\n--------------------------------------\n\nNothing happens but selection of company1 and company2 invoices.\n\nCompany3 - Click on Consolidate\n-------------------------------\n\nPayment of company1's invoice - In company1 using due from payment method\n\n+-----------------------+-------------+-------------------+---------+---------+\n| Account | Partner | Reconciliation | Debit | Credit |\n+=======================+=============+===================+=========+=========+\n| Accounts Receivables | Customer | R1 | | 100 |\n+-----------------------+-------------+-------------------+---------+---------+\n| Due From | Company3 | | 100 | |\n+-----------------------+-------------+-------------------+---------+---------+\n\nPayment of company2's invoice - In company2 using due from payment method\n\n+-----------------------+-------------+-------------------+---------+---------+\n| Account | Partner | Reconciliation | Debit | Credit |\n+=======================+=============+===================+=========+=========+\n| Accounts Receivables | Customer | R2 | | 121 |\n+-----------------------+-------------+-------------------+---------+---------+\n| Due From | Company3 | | 121 | |\n+-----------------------+-------------+-------------------+---------+---------+\n\nCreation of company3's invoice - In company3\n\n+-----------------------+-------------+-------------------+---------+---------+\n| Account | Partner | Reconciliation | Debit | Credit |\n+=======================+=============+===================+=========+=========+\n| Accounts Receivables | Customer | R3 | 221 | |\n+-----------------------+-------------+-------------------+---------+---------+\n| A/R Due To | Company1 | | | 100 |\n+-----------------------+-------------+-------------------+---------+---------+\n| A/R Due To | Company2 | | | 121 |\n+-----------------------+-------------+-------------------+---------+---------+\n\n----------------\nCustomer payment\n----------------\n\nCustomer Payment (company3)\n---------------------------\n\n+-----------------------+-------------+-------------------+---------+---------+\n| Account | Partner | Reconciliation | Debit | Credit |\n+=======================+=============+===================+=========+=========+\n| Bank Account | | | 221 | |\n+-----------------------+-------------+-------------------+---------+---------+\n| Accounts Receivables | Customer | R3 | | 221 |\n+-----------------------+-------------+-------------------+---------+---------+\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\n* Go to Settings > Users & Companies > Companies\n* For each company, go to the \"Intercompany Payment Configuration\" tab\n* Set\n\n * the Due From Account\n * the Due To Account\n * the Due From/Due To Journal\n\nUsage\n=====\n\n* Create invoices for the same customer in different children companies\n* Go to Accounting > Sales > Consolidate Invoices\n* Create a new invoice consolidation\n\n * Select the same customer\n * Select a period wide enough to include the invoices of the children company\n\n* Click on \"Consolidate\":\n\n * The customer invoices in the children companies are paid.\n The payments are available in the \"Payments\" tab.\n * A new invoice is created and validated in the parent company.\n The new invoice is available in the \"Consolidated Invoice\".\n\n* Register the customer payment of that invoice as usual.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/multi-company/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/multi-company/issues/new?body=module:%20account_invoice_consolidated%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Open Source Integrators\n* Serpent Consulting Services Pvt. Ltd.\n\nContributors\n~~~~~~~~~~~~\n\n* Balaji Kannan <bkannan@opensourceintegrators.com>\n* Swapnesh Shah <s.shah.serpentcs@gmail.com>\n* Wolfgang Hall <whall@opensourceintegrators.com>\n* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>\n\nOther credits\n~~~~~~~~~~~~~\n\n* Open Source Integrators <https://www.opensourceintegrators.com>\n* Serpent Consulting Services Pvt Ltd <https://www.serpentcs.com>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px\n :target: https://github.com/max3903\n :alt: max3903\n.. |maintainer-swapnesh-serpentcs| image:: https://github.com/swapnesh-serpentcs.png?size=40px\n :target: https://github.com/swapnesh-serpentcs\n :alt: swapnesh-serpentcs\n\nCurrent `maintainers <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-max3903| |maintainer-swapnesh-serpentcs| \n\nThis module is part of the `OCA/multi-company <https://github.com/OCA/multi-company/tree/12.0/account_invoice_consolidated>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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