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4.7 KiB
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130 lines
4.7 KiB
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=======================
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Account Global Discount
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=======================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:58d81491b08d762ad414c2d4327aae330e0a1f8c0c4a6d0986a847f150c48327
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github
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:target: https://github.com/OCA/account-invoicing/tree/16.0/account_global_discount
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:alt: OCA/account-invoicing
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-invoicing-16-0/account-invoicing-16-0-account_global_discount
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Apply global discounts to invoices
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module, you need to:
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#. Go to *Settings > Parameters > Global Discounts*.
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#. Add a new discount percentage.
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#. Choose the discount scope (sales or purchases).
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#. You can also restrict it to a certain company if needed.
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You can assign global discounts to partners as well:
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#. Go to a partner that is a company.
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#. Go to the *Sales & Purchases* tab.
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#. In section sale, you can set sale discounts.
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#. In section purchase, you can set purchase discounts.
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Usage
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=====
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To use this module, you need to:
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#. Go to *Invoicing > Customers > Invoices*.
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#. Create a new sales invoice, choose a customer with a defined global
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discount and you will see how the value of the 'Invoice Global Discounts'
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field is auto-completed with the global discounts defined in the customer
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(See configuration section in this readme), although you can choose
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then other global discounts defined in configuration.
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#. Add several invoice lines.
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#. At the bottom of the form you will see how global discounts affect the
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total values.
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#. Go to the 'Journal Items' tab (if you have permissions for that).
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There you will see how the tax lines have the discount percentage applied
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and you will also see the lines that reflect the global discount applied.
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#. In the 'Other info' tab, you can see in the 'Global Discounts' table,
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the global discounts applied to each of the invoice lines.
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Known issues / Roadmap
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======================
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* Not all the taxes combination can be compatible with global discounts, as
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the generated journal items won't be correct for taxes declarations. An error
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is raised in that cases.
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* Currently, taxes in invoice lines are mandatory with global discounts.
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* No tax tags are populated for the global discount move lines, only `tax_ids`.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_global_discount%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Tecnativa
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Contributors
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~~~~~~~~~~~~
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* `Tecnativa <https://www.tecnativa.com>`_
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* Pedro M. Baeza
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* David Vidal
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* Carlos Dauden
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* Rafael Blasco
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* Ernesto Tejeda
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* Víctor Martínez
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* Omar Castiñeira <omar@comunitea.com>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/16.0/account_global_discount>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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