Invoice Currency Validation
Add validations on customer and supplier invoices
Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables
Invoice Currency Validation
This module adds validations on customer and supplier invoices. It prevents the use of a payable/receivable account or journal that does not match the selected currency on the invoice.
Table of Contents
Context
In Odoo, when selecting a journal on an invoice, the currency is updated. However, when selecting a currency on an invoice, the journal is not updated.
This means, for example, that an invoice in a foreign currency can be posted in a journal of the company currency.
Because the journal is hidden in the Other Info tab, and not visible for all users, this makes errors hard to prevent.
Usage
As member of the group Accounting / User, I go to the form view of a vendor bill.
I set the currency to EUR.
I notice that the journal is set to a purchase journal in EUR.
The selected journal is the first journal found (in order of sequence) matching the following criterias:
- Matching the invoice currency.
- Matching the invoice company.
- Mathing the type of invoice (Sale versus Purchase).
If no matching journal is found, the Journal field is emptied on the invoice.
Constraint on Account
I notice that the payable account is not automatically adjusted when I change the currency.
When I validate, I notice a message error, telling me that the account does not match the invoice currency.
I manually change the account on the invoice. Then, I am able to validate the invoice.
The module will not decide for you which payable/receivable account to use given a specific currency.
Constraint on Journal
If for some reason, a user is able to create an invoice in a journal which does not match the invoice currency, a blocking error message will be raised.
Contributors
- Numigi (tm) and all its contributors (https://bit.ly/numigiens)
- Yasmine El Mrini (yasmine.elmrini@savoirfairelinux.com)