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Sales Team Account Journal

Add a default sales journal on a sales team for invoices

Technical Name:
sales_team_account_journal
Version:
14.0
License:
AGPL-3
Author:
Numigi
Maintainer:
https://odoo-community.org
Website:
https://bit.ly/numigi-com
Repository:
https://github.com/Numigi/odoo-sale-addons/tree/14.0/./sales_team_account_journal
https://kastor.lab.numigi.net/web/image/product.template/1353/image_1920?unique=0a81b40
  • Odoo Version

Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables

Sales Team Account Journal

This module allows to define a default sales journal on a sales team and assign this sales journal to all invoices linked to this sales team.

Features

New Sales Journal field on sales team As a user in the Sales/Manager group, I go to Sales > Configuration > Sales Teams. I create a new sales team or click on an existing sales team.

static/description/sales_team_menu.png

I see that a new Sales Journal field is available.

static/description/sales_journal_choices.png

On hover, I see that the following help field is available:

static/description/sale_journal_helper.png

I select the Amazon Sale journal and save.

static/description/sales_team_record.png

Usage

As the Accounting > Billing Administrator user, I go to a customer sales order for which the sales team is linked to Amazon Sale journal. I create the invoice and post it.

static/description/invoice_with_sales_team.png

On the draft invoice, I see that the sales journal is Amazon Sale.

static/description/customer_invoice_journal.png

Important notes

-If the sales journal is not set on the sales team, vanilla behavior is applied. -If the currency of the journal defined on the sales team is different from the currency of the invoice created, the vanilla behavior applies (i.e. the system will assign to the invoice the first sales journal that is in the currency of the invoice).

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