Metadata-Version: 2.1
Name: odoo12-addon-account-invoice-consolidated
Version: 12.0.1.0.0.99.dev3
Summary: Consolidate your invoices across companies
Home-page: https://github.com/OCA/account-consolidation
Author: Open Source Integrators, Serpent Consulting Services Pvt. Ltd., Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Platform: UNKNOWN
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta
Requires-Python: >=3.5
Requires-Dist: odoo (<12.1dev,>=12.0a)

============================
Account Invoice Consolidated
============================

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    :alt: OCA/account-consolidation
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This module allows organizations with multiples companies to transfer the
liability of a customer to another company and provide the customer with a
unique consolidated invoice to pay.

--------
Workflow
--------

Company1 - Create and validate invoice
--------------------------------------

+-----------------------+-------------+-------------------+---------+---------+
| Account               | Partner     | Reconciliation    | Debit   | Credit  |
+=======================+=============+===================+=========+=========+
| Accounts Receivables  | Customer    | R1                |     100 |         |
+-----------------------+-------------+-------------------+---------+---------+
| Sales                 |             |                   |         |     100 |
+-----------------------+-------------+-------------------+---------+---------+

Company2 - Create and validate invoice
--------------------------------------

+-----------------------+-------------+-------------------+---------+---------+
| Account               | Partner     | Reconciliation    | Debit   | Credit  |
+=======================+=============+===================+=========+=========+
| Accounts Receivables  | Customer    | R2                |     121 |         |
+-----------------------+-------------+-------------------+---------+---------+
| Sales                 |             |                   |         |     121 |
+-----------------------+-------------+-------------------+---------+---------+

Company3 - Create consolidated invoice
--------------------------------------

Nothing happens but selection of company1 and company2 invoices.

Company3 - Click on Consolidate
-------------------------------

Payment of company1's invoice - In company1 using due from payment method

+-----------------------+-------------+-------------------+---------+---------+
| Account               | Partner     | Reconciliation    | Debit   | Credit  |
+=======================+=============+===================+=========+=========+
| Accounts Receivables  | Customer    | R1                |         |     100 |
+-----------------------+-------------+-------------------+---------+---------+
| Due From              | Company3    |                   |     100 |         |
+-----------------------+-------------+-------------------+---------+---------+

Payment of company2's invoice - In company2 using due from payment method

+-----------------------+-------------+-------------------+---------+---------+
| Account               | Partner     | Reconciliation    | Debit   | Credit  |
+=======================+=============+===================+=========+=========+
| Accounts Receivables  | Customer    | R2                |         |     121 |
+-----------------------+-------------+-------------------+---------+---------+
| Due From              | Company3    |                   |     121 |         |
+-----------------------+-------------+-------------------+---------+---------+

Creation of company3's invoice - In company3

+-----------------------+-------------+-------------------+---------+---------+
| Account               | Partner     | Reconciliation    | Debit   | Credit  |
+=======================+=============+===================+=========+=========+
| Accounts Receivables  | Customer    | R3                |     221 |         |
+-----------------------+-------------+-------------------+---------+---------+
| A/R Due To            | Company1    |                   |         |     100 |
+-----------------------+-------------+-------------------+---------+---------+
| A/R Due To            | Company2    |                   |         |     121 |
+-----------------------+-------------+-------------------+---------+---------+

----------------
Customer payment
----------------

Customer Payment (company3)
---------------------------

+-----------------------+-------------+-------------------+---------+---------+
| Account               | Partner     | Reconciliation    | Debit   | Credit  |
+=======================+=============+===================+=========+=========+
| Bank Account          |             |                   |     221 |         |
+-----------------------+-------------+-------------------+---------+---------+
| Accounts Receivables  | Customer    | R3                |         |     221 |
+-----------------------+-------------+-------------------+---------+---------+

**Table of contents**

.. contents::
   :local:

Configuration
=============

* Go to Settings > Users & Companies > Companies
* For each company, go to the "Intercompany Payment Configuration" tab
* Set

  * the Due From Account
  * the Due To Account
  * the Due From/Due To Journal

Usage
=====

* Create invoices for the same customer in different children companies
* Go to Accounting > Sales > Consolidate Invoices
* Create a new invoice consolidation

  * Select the same customer
  * Select a period wide enough to include the invoices of the children company

* Click on "Consolidate":

  * The customer invoices in the children companies are paid.
    The payments are available in the "Payments" tab.
  * A new invoice is created and validated in the parent company.
    The new invoice is available in the "Consolidated Invoice".

* Register the customer payment of that invoice as usual.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-consolidation/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-consolidation/issues/new?body=module:%20account_invoice_consolidated%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Open Source Integrators
* Serpent Consulting Services Pvt. Ltd.

Contributors
~~~~~~~~~~~~

* Balaji Kannan <bkannan@opensourceintegrators.com>
* Swapnesh Shah <s.shah.serpentcs@gmail.com>
* Wolfgang Hall <whall@opensourceintegrators.com>
* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>

Other credits
~~~~~~~~~~~~~

* Open Source Integrators <https://www.opensourceintegrators.com>
* Serpent Consulting Services Pvt Ltd <https://www.serpentcs.com>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
    :target: https://github.com/max3903
    :alt: max3903
.. |maintainer-swapnesh-serpentcs| image:: https://github.com/swapnesh-serpentcs.png?size=40px
    :target: https://github.com/swapnesh-serpentcs
    :alt: swapnesh-serpentcs

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-max3903| |maintainer-swapnesh-serpentcs| 

This module is part of the `OCA/account-consolidation <https://github.com/OCA/account-consolidation/tree/12.0/account_invoice_consolidated>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.


