Sale Outstanding
This module computes and displays two financial indicators on sale orders:
- Outstanding (Untaxed): total amount of order lines that have been delivered but not yet invoiced.
- To Do (Untaxed): total amount of order lines that have not yet been fully delivered
(excluding services billed on order with the
ordered_timesheetpolicy).
Both values are visible directly on the sale order form and in the list view (columns hidden by default, toggleable via the column selector).
Table of Contents
Description
This module extends the sale.order model with two computed, stored monetary fields.
sum_outstanding — Outstanding (Untaxed)
Computed as the sum across all order lines of:
qty_to_invoice × price_unit
This amount represents what has been delivered to the customer but not yet invoiced.
sum_pending_work — To Do (Untaxed)
Computed as the sum across all order lines of:
(ordered_qty − delivered_qty) × price_unit
Services whose invoicing policy is ordered_timesheet are excluded from this calculation,
as they are invoiced upon order confirmation rather than upon delivery.
This amount represents work that still needs to be delivered and has not yet been invoiced.
Display
- Form view: both fields appear in an
oe_subtotal_footergroup placed after the order totals block. - List view: both columns are added after
amount_tax, hidden by default, with column footer totals.
Installation
This module depends on:
base(Odoo core)sale(Odoo core)
Use the standard Odoo module installation procedure to install sale_outstanding.
Configuration
No specific configuration is required. The fields are computed automatically.
To display the columns in the sale order list view, click the column selector icon (top-right corner of the list) and enable Outstanding (Untaxed) and/or To Do (Untaxed).
Usage
- Open a confirmed sale order for which deliveries have been (partially or fully) completed.
- The Outstanding (Untaxed) field shows the amount delivered but not yet invoiced.
- The To Do (Untaxed) field shows the amount of work not yet delivered.
- In the sale order list view, enable the optional columns for a global overview of outstanding amounts.
Known Issues / Roadmap
- Amounts are computed excluding taxes. A possible improvement would be to add tax-included variants.
- The filter on
service_policy == 'ordered_timesheet'is hard-coded; a configurable setting would allow more flexibility.
Bug Tracker
Bugs are tracked on our issue tracker. If you encounter a problem, please check whether your issue has already been reported. If you are the first to spot it, help us by providing detailed and actionable feedback.
Credits
Contributors
- Stéphan Sainléger <stephan@sainleger.fr>
Funders
The development of this module has been financially supported by:
Maintainer
This module is maintained by Elabore.