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Re: Credit/Debit Memos & Refund Invoices

Re: Credit/Debit Memos & Refund Invoices

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Re: Credit/Debit Memos & Refund Invoices

by
ForgeFlow, S.L., Jordi Ballester Alomar
- 27/12/2015 11:32:02

El dia 26/12/2015 23:23, "Stephan Keller" <skeller@sodexis.com> va escriure:
>
> Jordi,
>
> I agree with what you wrote.
> Having said that, we prefer to think of it as a refund without a stock move, so we use a "No Stock Move" flag on the invoices.  
> Just because sometimes a Customer refund or Supplier refund will still have a stock move associated with it that could be entered later on.  At least we see the need for those cases with our RMA module.

Agreed, and in fact I can see the need for users to be able to enter 1st the supplier invoice, and after, link to the PO/stock moves as part of the 3-way match or invoice verification process. See below  the document that I prepared a while ago on this topic. Feel free to comment:
https://docs.google.com/a/eficent.com/document/d/1wh4Kbxa_UgaPi6eVIgILG37j2a-RdUX26TFdOOybnU8/edit?usp=docslist_api

> Also agree that the default should be "No stock move" checked when a refund is created from a menu or from another invoice, that is probably what most of the time a user will need.
>
> Stephan. 
>
> On Wed, Dec 2, 2015 at 2:07 PM, Jordi Ballester Alomar <jordi.ballester@eficent.com> wrote:
>>
>> Hello,
>>
>> An outsanding issue in Odoo, where Anglo Saxon modues are used is to avoid using Stock Input/Output Accounts where a credit/debit memo is created.
>>
>> A credit/debit memo is an invoice for products / services that does not involve a stock move. Like a customer refund where the customer will not be returning the goods.
>>
>> I wonder if someone has approached this issue already. IMHO if you create an invoice from the menu (not linked to stock move or PO/SO) it should be flagged as 'Credit/Debit Memo' and then should not attract Stock Input/Output accounts.
>>
>> Looking forward to hearing from your comments.
>>
>> Jordi
>>
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>
>
>
>
> --
> Stephan Keller, Ph. D.
> CEO Sodexis, Inc.
> Orlando/Longwood, FL
> www.sodexis.com
> Odoo Certified Expert: https://www.odoo.com/certifications
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> Phone: (407) 278-4917
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>
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