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stock_picking_return_refund_option

Author: Tecnativa, Odoo Community Association (OCA)
License: AGPL-3
Branch: 13.0-mig-stock_picking_return_refund_option
Repository: Tecnativa/account-invoicing
Dependencies: stock, and stock_account
Languages: HTML (390, 49.0%), PO File (39, 4.9%), Python (221, 27.8%), XML (19, 2.4%), and reStructuredText (127, 16.0%)
Other branches: 11.0-PR-stock_picking_return_refund_option, 11.0-add-account_global_discount, 11.0-add-sale_order_invoicing_grouping_criteria, 11.0-fix-account_global_discount-inv-report, 11.0-imp-purchase_stock_picking_return_invoicing, 11.0-mig-account_invoice_transmit_method-new, 11.0-purchase_stock_picking_return_invoicing-extra_depends, 11.0-queued-imp, 12.0-PR-account_invoice_transmit_method-FIX-propagation, 12.0-dck-fix-ci, 12.0-fix-account_invoice_fiscal_position_update-notes, 12.0-fix-account_invoice_refund_link-tests, 12.0-fix-account_invoice_supplierinfo_update-rounding, 12.0-fix-purchase_stock_picking_return_invoicing-action, 12.0-imp-account_global_discount-security, 12.0-mig-account_global_discount, 12.0-mig-stock_picking_return_refund_option, 12.0-sale_order_invoicing_queued-grouping_comp, 13.0, 13.0-ADD-account_invoice_picking_date_check, 13.0-ADD-account_portal_invoice_search, 13.0-ADD-account_portal_invoice_search_by_lot, 13.0-FIX-account_portal_invoice_search, 13.0-FIX-purchase_stock_picking_return_invoicing-recompute_on_qty_change, 13.0-IMP-account_billing, 13.0-IMP-account_invoice_check_picking_date-accounting-date, 13.0-IMP-purchase_stock_picking_return_invoicing-avoid_compute_qty_invoiced, 13.0-MIG-account_invoice_triple_discount, 13.0-MIG-purchase_invoicing_no_zero_line, 13.0-account_global_discount-taxes, 13.0-add-account_invoice_force_currency_rate, 13.0-add-account_invoice_show_currency_rate, 13.0-add-account_tax_group_widget_base_amount, 13.0-bkp-sale_order_invoicing_qty_percentage, 13.0-fix-account_global_discount-amount_currency, 13.0-fix-account_global_discount-create, 13.0-fix-account_global_discount-prevent_error_without_global_discount, 13.0-fix-account_invoice_refund_link, 13.0-fix-account_invoice_show_currency_rate, 13.0-fix-account_invoice_show_currency_rate-round, 13.0-fix-account_invoice_tax_required-no-singleton, 13.0-fix-purchase_batch_invoicing-remove_from_invoice_lines_with_no_quantity, 13.0-fix-purchase_stock_picking_return_invoicing, 13.0-fix-sale_order_invoicing_grouping_criteria-addons_compatibility, 13.0-imp-account_invoice_show_currency_rate-tests, 13.0-mig-account_invoice_line_description, 13.0-mig-account_invoice_supplierinfo_update_discount, 13.0-stock_picking_return_refund_option, 13.0-stock_picking_return_refund_option-tests, 15.0-ADD-purchase_order_invoicing_grouping_criteria, 15.0-FIX-account_invoice_date_due-fix-tests, 15.0-fix-account_invoice_pricelist-test_resilient, 15.0-mig-account_portal_invoice_search, 15.0-mig-account_portal_invoice_search_by_lot, 15.0-mig-sale_invoicing_date_selection, 15.0-mig-sale_order_invoicing_qty_percentage, 15.0-mig-sale_timesheet_invoice_description, and 15.0-mig-stock_picking_return_refund_option
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<h1 class="title">Stock Picking Return Refund Option</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/13.0/stock_picking_return_refund_option"><img alt="OCA/account-invoicing" src="https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-invoicing-13-0/account-invoicing-13-0-stock_picking_return_refund_option"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/95/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module extends the functionality of sales and purchase orders to support modify stock move field to_refund after it has been confirmed.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#installation" id="id1">Installation</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="installation"></a> <h2><a class="toc-backref" href="#id1">Installation</a></h2> <ol class="arabic simple"> <li>This module requires the additional installation of sale_stock or purchase modules for enabling the features it contains.</li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>To use this module, when some customer returns some refundable products to you after you created an invoice, you need to:</p> <p>For a sale order:</p> <ol class="arabic simple"> <li>Go to <em>Sales &gt; Sales Orders &gt; Create</em>.</li> <li>Choose a customer and add a product whose <em>Invoicing Policy</em> is <em>Delivered quantities</em>, and input some quantity to sell.</li> <li>Confirm the sale.</li> <li>Go to <em>Delivery &gt; Validate &gt; Apply</em>.</li> <li>Return to the sale order.</li> <li>Press <em>Create Invoice &gt; Invoiceable lines &gt; Create and View Invoices</em>.</li> <li>The created invoice's amount is the same you sold.</li> <li>Return to the sale order.</li> <li>Go to <em>Delivery &gt; Return</em>.</li> <li>Set <em>Quantity</em> to a lower quantity than the sold one, and enable <em>To Refund</em>.</li> <li>Press <em>Return &gt; Validate &gt; Apply</em>.</li> <li>Return to the sale order.</li> <li>Press <em>Create Invoice &gt; Invoiceable lines (deduct down payments) &gt; Create and View Invoices</em>.</li> <li>A refund is created for the quantity you returned before.</li> </ol> <p>For allowing to refund quantities after the picking has been confirmed if you did not check 'to refund' in wizard, you can change the value of 'Refund Options' field.</p> <p>To use this module, when you return some refundable products to your supplier after you created an invoice, you need to:</p> <ol class="arabic simple"> <li>Go to <em>Purchase &gt; Purchase Orders &gt; Create</em>.</li> <li>Choose a supplier and add a product whose <em>Invoicing Policy</em> is <em>Delivered quantities</em>, and input some quantity to buy.</li> <li>Confirm the order.</li> <li>Go to <em>Delivery &gt; Validate &gt; Apply</em>.</li> <li>Return to the purchase order.</li> <li>Press on smart button &quot;Invoices&quot; and create one.</li> <li>The created invoice's amount is the same you sold.</li> <li>Return to the purchase order.</li> <li>Go to <em>Delivery &gt; Return</em>.</li> <li>Set <em>Quantity</em> to a lower quantity than you bought, and enable <em>To Refund</em>.</li> <li>Press <em>Return &gt; Validate &gt; Apply</em>.</li> <li>Return to the purchase order.</li> </ol> <p>For allowing to refund quantities after the picking has been confirmed if you did not check 'to refund' in wizard, you can change the value of 'Refund Options' field.</p> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-invoicing/issues">GitHub Issues</a>. 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 <a class="reference external" href="https://github.com/OCA/account-invoicing/issues/new?body=module:%20stock_picking_return_refund_option%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li>Sergio Teruel &lt;<a class="reference external" href="mailto:sergio.teruel&#64;tecnativa.com">sergio.teruel&#64;tecnativa.com</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>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.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/sergio-teruel"><img alt="sergio-teruel" src="https://github.com/sergio-teruel.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/13.0/stock_picking_return_refund_option">OCA/account-invoicing</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>