Dolibarr ERP & CRM » Tasks and Feature requests » task #640
Better deposit invoice managementLatest modifications
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Snapshot| Details |
| Submitted on: | 2012-12-13 15:03 | | Submitted by: | Maxime Kohlhaas (atm-maxime) |
| Last Modified On: | 2013-02-08 14:05 | | Subproject: | Module Invoice customer |
| Priority: | 7 | | Assigned to (multiple): | None |
| Summary: | Better deposit invoice management |
| Original Submission: | Currently, the deposit invoice must be created manually, from scratch, and has no link to the order.
I think that when creating an invoice from an order, next to the "deposit invoice" choice, we should have an input to enter an amount or a percent of the deposit. And then create an invoice with one line called "Deposit invoice regarding order XXX" and the amount entered or calculated.
This will be faster and easier than a manual creation, and this will keep a link between an order and the deposit invoice.
Therefore, I noticed that when adding the deposit invoice as a discount on the final invoice, the line is placed in first position. Is there a reason for this ?
Please tell me if this is interesting and if there's no specific rule preventing from doing an automatic deposit invoice. |
| Easy hacks (opened to any developer): | Yes | | | Status |
| Percentage of completion (1-100): | 0 | | Status: | Open |
| Start Date: | - | | End Date: | - |
Comments- Laurent Destailleur 2013-03-08 12:55
- Yes there is for the moment rule to prevent this. But may be there is some case this can be usefull. Before working on this we must be sure to find what are such case.
Case A: If you need a deposit invoice that contains all lines of invoice, you probably don't need "deposit invoice" but instead a standard invoice with a first payment entered. Fro this case, we must not allow deposit invoice and ask instead to make invoice with a first payment.
Case B: Deposit invoices are designed when you don't know what will be lines into invoices or final amount.
You request is for case B ?
If yes, this is what we can do:
When you click on "create invoice", we first add a combo with formconfirm method with a checkbox
* Do you want to build a standard or replacement invoice
* Do you want to build a deposit of ______%
If user choose choice 1, you arrive on current page to create invoice.
If user choose choice 2, you arrive on a page like current one but lines are not filled, instead you have a line saying "deposit for order xxx" with amount that is x% of order.
Benefit, compared to create from srcatch is not a lot but it is still better so why not.
- Maxime Kohlhaas 2013-02-08 14:05
- Any comment on this function ?
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Case A: If you need a deposit invoice that contains all lines of invoice, you probably don't need "deposit invoice" but instead a standard invoice with a first payment entered. Fro this case, we must not allow deposit invoice and ask instead to make invoice with a first payment.
Case B: Deposit invoices are designed when you don't know what will be lines into invoices or final amount.
You request is for case B ?
If yes, this is what we can do:
When you click on "create invoice", we first add a combo with formconfirm method with a checkbox
* Do you want to build a standard or replacement invoice
* Do you want to build a deposit of ______%
If user choose choice 1, you arrive on current page to create invoice.
If user choose choice 2, you arrive on a page like current one but lines are not filled, instead you have a line saying "deposit for order xxx" with amount that is x% of order.
Benefit, compared to create from srcatch is not a lot but it is still better so why not.