Draft Invoices Accounting Workflow and Automatic Invoice Creation

149 • the main body of the invoice, with detailed invoice lines, • the bottom of the page, with detail about the taxes, and the totals. To enter a document in OpenERP you should always fill in fields in the order they appear on screen. Doing it this way means that some of the later fields are filled in automatically from the selections made in earlier fields. So select the Customer, and the following fields are completed automatically: • the invoice address corresponds to the customer contact that was given the address type of Invoice in the partner form or otherwise the address type of Default, • the partner account corresponds to the account given in the Accounting which is found in a tab of the partner form. • a specific or a default payment condition can be defined for this partner in the Accounting tab of the partner form. Payment conditions are generated by rules for the payment of the invoice. For example: 50 in 21 days and 50 in 60 days from the end of the month. Note: Properties fields The Properties fields on the Partner form or the Product form are multi-company fields. The value that the user sees in these fields depends on the company that the user works for. If you work in a multi-company environment that is using one database, you have several charts of accounts. Asset and liability accounts for a partner depend on the company that the user works for. Tip: Seeing partner relationships You can reach more information from certain relation fields in OpenERP. • In the web client in read-only mode a relation is commonly a hyperlink - it takes you to the main form for that entity, with all of the actions and links. • In the web client in edit mode you can press the keyboard Ctrl button at the same time as right-clicking in the field to get a context menu with links and other options. • And in the GTK client you can right-click the field to get that same context menu. So one way or another you can rapidly reach the partner’s: • current sales and purchases, • CRM requests, • open invoices, • accounts records, • payable and receivable accounts. You can add more detailed additional information to the invoice and select the currency that you want to invoice in. Once the invoice heading is saved you must enter the different invoice lines. You could use either of two techniques: • enter the whole field manually, • use a product to complete the different fields automatically. Tip: Invoice Line Description The invoice line description is more of a title than a comment. If you want to add more detailed comments you can use the field in the second tab Notes. So select the product Basic PCin the product field in an invoice line. The following fields are then completed automatically: • Description : this comes from the product, in the language of the partner, • Account : determined by the purchase or sales account defined in the product properties. If no account is specified in the product form, OpenERP uses the properties of the category that the product is associated with. • Unit of Measure : this is defined by default in the product form, • Unit Price : this is given by the sales price in the product form and is expressed without taxes, • Taxes : provided by the product form and the partner form.