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OCA/sale-workflow · 18.0

Sale Order Line Client Order Reference

sale_order_line_client_order_ref

AGPL-3Salev18.0.2.0.0404updated 2 days ago
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Odoo Community Association

Sale Order Line Client Order Reference

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module provides the following features:

  • Adds a Customer Order Number to sale order lines and propagates the value to invoice lines.
  • Allows the Customer Order Number to be displayed in both sale and invoice reports.

This module is useful in cases where a single sales order represents multiple customer orders.

Table of contents

Configuration

To display the Customer Order Reference on sale reports:

  • Go to Sales → Configuration → Settings.
  • Enable Show Customer Order Reference in Sale Reports (PDF). If selected, the Order Ref column will be added to the lines in the sale report (PDF).

To display the Customer Order Reference on invoice reports:

  • Go to Invoicing / Accounting → Configuration → Settings.
  • Enable Show Customer Order Reference in Invoice Reports (PDF). If selected, the Order Ref column will be added to the lines in the invoice report (PDF).

To include the Customer Order Reference in description of invoice line:

  • Go to Sales → Configuration → Settings.
  • Enable Include Customer Order Reference in Invoice Line Description. When enabled, the invoice line description will begin with the customer order reference, followed by a new line and the original description. Example: [Customer Order Ref: 001] <original description>

Customer Order Ref Sync Policy

Configure how the Customer Order Reference from a Sales Order is applied to its Sales Order Lines.

Setup

  1. Set the company-wide default
    • Go to Sales → Configuration → Settings
    • In Sales Order Line Customer Order Ref Sync Policy, choose the default policy to apply to all sales orders.
  2. (Optional) Set a partner-specific policy
    • Go to Contacts → Select a partner
    • Open the Sales & Purchase tab
    • In Sales Order Line Customer Order Ref Sync Policy, choose the policy to apply to that partner. If not set, the company-wide policy will be applied to this partner’s sales orders.

Customer Order Ref Policy

  • Always: When the order value is updated, copy it to the order lines.
  • Never: Never copy the order value to lines.

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 <<https://www.quartile.co>>
    • Yoshi Tashiro
    • Aung Ko Ko Lin

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.

Current maintainers:

yostashiro aungkokolin1997

This module is part of the OCA/sale-workflow project on GitHub.

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