0009187: In the generate invoices window, review which sales orders should appear

Openbravo Issue Tracking System - Openbravo ERP

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Project

Category

View Status

Date Submitted

Last Update

0009187

Openbravo ERP

07. Sales management

public

2009-05-20 12:18

2009-05-29 15:45

Reporter

networkb

Assigned To

rafaroda

Priority

immediate

Severity

major

Reproducibility

always

Status

closed

Resolution

fixed

Platform

OS Version

Product Version

2.40MP3

Target Version

Fixed in Version

2.40MP5

Merge Request Status

Review Assigned To

OBNetwork customer

OBPS

Web browser

Modules

Core

Support ticket

Regression level

Regression date

Regression introduced in release

Regression introduced by commit

Triggers an Emergency Pack

Summary

0009187: In the generate invoices window, review which sales orders should appear

Description

In the generate invoices window, review which sales orders should appear in the combobox

Steps To Reproduce

1) Create a Sales Order with Transaction Document = Standard Order and Invoice Terms = "Immediate". Create some lines but do NOT Complete it. Invoicerule = 'I'
2) Create a Sales Order with Transaction Document = Standard Order and Invoice Terms = "Customer Schedule After Delivery". Create some lines and Complete it. Invoicerule = 'S'
3) Create a Sales Order with Transaction Document = Standard Order and InvoiNe Terms = "Do not invoice". Create some lines and Complete it. Invoicerule = 'N'
4) Create a Sales Order with Transaction Document = Standard Order and Invoice Terms = "After order delivered". Create some lines (more than one) and Complete it. Invoicerule = 'O'
5) Create a Sales Order with Transaction Document = Standard Order and Invoice Terms = "After delivery". Create some lines (more than one) and Complete it. Invoicerule = 'D'
6) Create a Sales Order with Transaction Document = Standard Order and Invoice Terms = "Immediate". Create some lines and Complete it. Invoicerule = 'I'
7) Go to "Sales Management || Transactions || Generate Invoices" process.
Check that ONLY Sale Order 6 appears in Sales Order drop-down.
8) Select it and click on OK: an invoice is created for Sale Order 6.
9) Go to "Sales Management || Transactions || Goods Shipment" and create a good shipment for the business partner of sales order 5.
10) Click on "Create Lines From" and select Sale Order 5.
11) Select ONLY one line of the sale order and click on OK.
12) Click on "Create Lines From" and select Sale Order 4.
13) Select ONLY one line of the sale order and click on OK.
14) Complete this good shipment.
15) Go to "Sales Management || Transactions || Generate Invoices" process.
Check that ONLY Sales Order 5 appears in Sales Order drop-down.
16) Select it and click on OK: an invoice is created for lines of Sale Order 5 which has been previously delivered.
Click again on "Generate Invoices" process and check that no sales orders appear in the drop-down.
17) Go to "Sales Management || Transactions || Create Shipments from Orders", select Sales Orders 4 and 5 (some lines are pending to be delivered for both orders) and click on Process button: 2 goods shipments are created and completed.
18) Go to "Sales Management || Transactions || Generate Invoices" process.
Check that Sales Order 4 and 5 appear in Sales Order drop-down.
19) Do not select any and click on OK: 2 invoices are created for Sale Order 4 and 5 respectively.

Proposed Solution

The functional requirements for orders to be displayed in Sales Order combo-box inside Generate Invoices process window are the following:
1) Orders have to be Sales Orders
2) Orders Document Status has to be in Completed or Closed.
3) Orders which ALL lines have already been invoiced have to be excluded.
4) Orders with Invoice Terms "Customer Schedule After Delivery" and "Do not invoice" have to be excluded: http://wiki.openbravo.com/wiki/Functional_Documentation/Sales_Management#Invoice_Terms [^]
5) Orders which Invoice Terms are "After order delivered" do not have to appear unless all their lines have been completely delivered.
6) Orders which Invoice Terms are "After delivery" do not have to appear unless any of their lines has been partially or totally delivered.
7) Orders which Invoice Terms are "Immediate" have to be displayed always.

Additional Information