merge invoices

[Richard PALO]

Having a number of suppliers which group multiple deliveries
in one invoice, with OpenERP (aka Odoo) we've been using
account_invoice_merge extensively.

Maybe missing something but haven't seem to have found the equivalent
in tryton. Any hints?

cheers,

--

Richard PALO

[Cédric Krier]

On 2017-12-18 20:06, Richard PALO wrote:
> Having a number of suppliers which group multiple deliveries
> in one invoice, with OpenERP (aka Odoo) we've been using
> account_invoice_merge extensively.
>
> Maybe missing something but haven't seem to have found the equivalent
> in tryton. Any hints?

The module purchase_invoice_line_standalone manages that perfectly.

--
Cédric Krier - B2CK SPRL
Email/Jabber: cedric...@b2ck.com
Tel: +32 472 54 46 59
Website: http://www.b2ck.com/

[Richard PALO]

Le 18/12/2017 à 20:11, Cédric Krier a écrit :
> On 2017-12-18 20:06, Richard PALO wrote:
>> Having a number of suppliers which group multiple deliveries
>> in one invoice, with OpenERP (aka Odoo) we've been using
>> account_invoice_merge extensively.
>>
>> Maybe missing something but haven't seem to have found the equivalent
>> in tryton. Any hints?
>
> The module purchase_invoice_line_standalone manages that perfectly.
>

Perhaps I'm still missing something.

Now it seems the invoices are no longer created upon reception of the
supplier shipment! (though invoice method is still 'Based On Shipment')

I notice that I can manually create an invoice and subsequently select what appears to be PO lines (with no shipment nor PO indication)... but that will add enormous amount of time/energy/confusion to current processing.

I try to select the shipments to see if there is an action to create an invoice on them to no avail... That would be the easiest (with a comment header introducing each shipment).

On a sidenote, from a shipment, there seems to be no indication of the purchase order which should probably be the origin (to give context as to what products are expected)...

and I can't seem to find a way to select the product moves from the Shipments Tab of the Purchase Order and create a shipment prefilled either...

Once established manually a shipment, it seem impossible to navigate from the supplier shipment to the purchase order, though the inverse is visible on the Shipments Tab.

Does it exist documentation to map, for migration purposes, openerp purchase workflows to tryton workflows? This is somewhat the critical path.

--

Richard PALO

[Sergi Almacellas Abellana]

El 19/12/17 a les 06:55, Richard PALO ha escrit:

>
> Does it exist documentation to map, for migration purposes, openerp
> purchase workflows to tryton workflows?  This is somewhat the critical
> path.

No that I'm aware of. But it will be great if you can explain you
workflow and what you are trying to achieve. Then we can provide an
advice on how to do that on tryton.


--
Sergi Almacellas Abellana
www.koolpi.com
Twitter: @pokoli_srk

[Cédric Krier]

On 2017-12-19 06:55, Richard PALO wrote:
> Le 18/12/2017 à 20:11, Cédric Krier a écrit :
> > On 2017-12-18 20:06, Richard PALO wrote:
> >> Having a number of suppliers which group multiple deliveries
> >> in one invoice, with OpenERP (aka Odoo) we've been using
> >> account_invoice_merge extensively.
> >>
> >> Maybe missing something but haven't seem to have found the equivalent
> >> in tryton. Any hints?
> >
> > The module purchase_invoice_line_standalone manages that perfectly.
> >
>
> Perhaps I'm still missing something.
>
> Now it seems the invoices are no longer created upon reception of the
> supplier shipment! (though invoice method is still 'Based On Shipment')

Yes only lines.

> I notice that I can manually create an invoice and subsequently select
> what appears to be PO lines (with no shipment nor PO indication)...
> but that will add enormous amount of time/energy/confusion to current
> processing.

It is invoice lines. You just have to compare with the invoice received
by the supplier.
I created https://bugs.tryton.org/issue7021 to show the origin.

> I try to select the shipments to see if there is an action to create
> an invoice on them to no avail... That would be the easiest (with a
> comment header introducing each shipment).

This would be completely wrong according to role. The accountant does
not have access to shipment. And stock manager should not create
invoices.

> On a sidenote, from a shipment, there seems to be no indication of the
> purchase order which should probably be the origin (to give context as
> to what products are expected)...

Indeed showing the purchase will be good: https://bugs.tryton.org/issue7020

> and I can't seem to find a way to select the product moves from the
> Shipments Tab of the Purchase Order and create a shipment prefilled
> either...

Again this will be against role separation. The stock manager should
only have access to shipments. So when he receives goods from a
supplier, he just encode the shipment in the system by selecting the
move from the shipment.

> Once established manually a shipment, it seem impossible to navigate
> from the supplier shipment to the purchase order, though the inverse
> is visible on the Shipments Tab.

Indeed the relate was missing: https://bugs.tryton.org/issue7016

[Richard PALO]

Le 19/12/2017 à 14:15, Sergi Almacellas Abellana a écrit :
> El 19/12/17 a les 06:55, Richard PALO ha escrit:
>>
>> Does it exist documentation to map, for migration purposes, openerp
>> purchase workflows to tryton workflows?  This is somewhat the critical
>> path.
> No that I'm aware of. But it will be great if you can explain you
> workflow and what you are trying to achieve. Then we can provide an
> advice on how to do that on tryton.
>
>

Sorry, last week was a grind...

The following is the [simple] Purchases workflow currently used

1. enter Purchase orders by supplier with expected delivery date (confirm, then get approved)
2. go to Receptions (relation of PO) and open generated shipment
3. process the shipment, updating the quantity of delivered articles to generate a back-order when necessary
4. for backorders, update the expected date to correspond to the new delivery note
5. generate invoices on receptions/back-orders when processed
6. merge these generated invoices to correspond to the invoice received by supplier (ie with all the delivery notes indicated from potentially many purchase orders)



--

Richard PALO