<h1 class="title">Sales order invoicing grouping criteria</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/15.0/sale_order_invoicing_grouping_criteria"><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-15-0/account-invoicing-15-0-sale_order_invoicing_grouping_criteria"><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/95/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module allows to use custom criteria for grouping sales orders to be invoiced.</p> <p>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.</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="#configuration" id="id2">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id3">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> </ul> </li> </ul> </div> <a name="installation"></a> <h2><a class="toc-backref" href="#id1">Installation</a></h2> <p>This module only works in an updated 13.0 version after the 4th of March of 2020, specifically after the commit <a class="reference external" href="https://github.com/odoo/odoo/commit/6f036e758000">https://github.com/odoo/odoo/commit/6f036e758000</a>.</p> <a name="configuration"></a> <h2><a class="toc-backref" href="#id2">Configuration</a></h2> <p>For creating new grouping criteria:</p> <ol class="arabic simple"> <li>Go to <em>Invoicing &gt; Configuration &gt; Management &gt; Invoicing Grouping Criteria</em>.</li> <li>Create or modify existing criteria, selecting fields belonging to &quot;Sales Order&quot; header model for grouping according them.</li> <li>Invoicing address and currency will always be applied with the selected ones.</li> </ol> <p>For setting a different grouping criteria for a specific customer:</p> <ol class="arabic simple"> <li>Go to <em>Invoicing &gt; Sales &gt; Master Data &gt; Customers</em>.</li> <li>Open the desired customer.</li> <li>Go to <em>Invoicing</em> page.</li> <li>Set on &quot;Sales Invoicing Grouping Criteria&quot; the desired grouping criteria.</li> </ol> <p>For setting a different default grouping criteria than the standard for the whole company:</p> <ol class="arabic simple"> <li>Go to <em>Invoicing &gt; Configuration&gt; Settings</em>.</li> <li>Locate inside &quot;Sales Order Invoicing&quot; section, the field &quot;Default Grouping Criteria&quot;.</li> <li>Introduce there the grouping criteria to be applied by default. If empty, the general default of invoicing address + currency + company will be applied.</li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id3">Usage</a></h2> <ol class="arabic simple"> <li>Go to <em>Sales &gt; Invoicing &gt; Orders to Invoice</em>.</li> <li>Select sales orders whose invoicing you want to do.</li> <li>Click on <em>Action &gt; Invoice Order</em>.</li> <li>Click on &quot;Create and View Invoices&quot; button.</li> <li>On that moment, the grouping criteria will be applied, and you will see different invoices if the criteria doesn't match for them.</li> </ol> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id4">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:%20sale_order_invoicing_grouping_criteria%0Aversion:%2015.0%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="#id5">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id6">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id7">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Pedro M. Baeza</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id8">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/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/15.0/sale_order_invoicing_grouping_criteria">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>