Purchase Invoice Automation: Milestone & Subscription
Extra Invoice Terms Choices on Purchase order: milestone, subscription
| Frequency: Monthly subscription |
| : V12 |
| Environment: Enterprise |
Purchase Invoice Automation: Milestone & Subscription
Extra Invoice Terms Choices on Purchase order: milestone, subscription
| Frequency:Monthly subscription |
| :V12 |
| Environment:Enterprise |
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo does not propose any solution for purchase subscription and purchase milestone management.
CLUEDOO BEHAVIOR
Cluedoo enhance the purchase order invoicing policy by give possibility on the purchase order to select the invoicing terms:
- Based on milestone with pre-defined rules.
- Based on subscription with a full pre-defined vendor bills plan.
MODULE +
In purchase order, you can manage all your purchases, including contract with monthly invoice, project related purchase with milestones,...
BUSINESS CASE
By using the invoicing terms on purchase orders, all the vendor bills are created from a source document and not from scratch which ensures a proper commitment of the related expense.
CLUEDOO RECOMMENDATION
Installation: 100% of the database.
Recommendation / Best practice : to be used for all the recurring contract with supplier, whatever if the frequency is once a month or once a year.
As this module create a draft bill at the required date, Cluedoo advices to combine this module with the Vendor bill to be received module. Like that, accountant can confirm the vendor bill as to be received up to the reception of the original vendor bill from the supplier.
OUR FEATURES AS SOLUTION
Invoice Milestone for Purchase
HOW TO USE THIS MODULE ?
1
On Purchase → Configuration → Invoice Rules Template, we can create a template for invoice rule. We also can directly take this template.
2
On Purchase → Invoice Rule, we can create invoice rule and use the template that we already created. Give name to invoice rule, set invoice date
3
Now create a RfQ, select invoice rule. On Other Info, we can check Auto Run Invoice Milestone so the invoice will be running automatically.
4
Invoicing Type: Invoiceable
1
2
3
UPDATED HTUM FOR V14 AND V15
Create a new template.
- Choose invoicing type as Downpayment.
- Fill out payment periods and percentage. User can add description and custom formula.
- Fill out template name and save.
On invoice automation tab, the exact date and percentage of automated vendor bills will be displayed.
User can switch downpayment type by Exact Amount.
Search for "Invoice automation" and click on Run Invoice Automation Purchase Downpayment.
If user does not want to wait, click "Run Manually" to generate vendor bills of the day right away.
On the next intended dates, remaining vendor bills will be generated (as draft) automatically.
