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