Files
odoo_source/addons/account
Mansi Gandhi c3cf05af3e [IMP] sale,account: Move pro-forma to sales and make it a quote report
Purpose
=======

we use to make proforma invoice to get payment before the creation of the real invoice. In the current odoo, the proforma state is too late. Because you have to confirm the SO to generate the draft invoice and so the proforma. But, if you do that, you have generated a subscription or a delivery order in the mean time. A proforma is actually a quote. In old ERP they used to make proforma to send a quote  and don't generate invoice number.

Specification
=============

- Remove everything related to Proforma from accounting
    - Remove the configuration of pro-forma from account setting
    - Invoice form, remove "Pro-froma" button, stage, report title
- Add proforma configuration option in sales setting under "Quotation and Sales" section
- In quote/sale, add Pro-forma under Print
- A pro-forma is a quote, but the title of the report is Pro-Forma and not Quotation
- button (secondary) on quotation form "SEND PRO-FORMA" to send proforma by mail attached with related report.
   - button
   - mail template
   - when preparing a quotation this button is visible but if even one invoice this should be invisible (as confirming SO doesn't generate invoice currently)
2017-02-08 17:11:07 +01:00
..
2016-12-22 13:29:38 +01:00
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Odoo Accounting

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