From 770073238ee7e72bdea3a6c827269128118da4d7 Mon Sep 17 00:00:00 2001 From: Roger Date: Mon, 15 Jul 2024 11:24:28 +0200 Subject: [PATCH] [MIG] sale_order_invoicing_grouping_criteria: Migration to 17.0 --- sale_order_invoicing_grouping_criteria/README.rst | 14 ++++++-------- 1 file changed, 6 insertions(+), 8 deletions(-) diff --git a/sale_order_invoicing_grouping_criteria/README.rst b/sale_order_invoicing_grouping_criteria/README.rst index 12b41ed3fd54..ea49881ed9c1 100644 --- a/sale_order_invoicing_grouping_criteria/README.rst +++ b/sale_order_invoicing_grouping_criteria/README.rst @@ -48,14 +48,12 @@ For creating new grouping criteria: 1. Go to *Invoicing > Configuration > Management > Invoicing Grouping Criteria*. -2. Create or modify existing criteria, selecting fields belonging to - "Sales Order" header model for grouping according them. -3. Invoicing address and currency will always be applied with the - selected ones. +2. Create or modify existing criteria, selecting fields on "Grouping Fields" + for grouping according them. For setting a different grouping criteria for a specific customer: -1. Go to *Invoicing > Sales > Master Data > Customers*. +1. Go to *Invoicing > Customers > Customers*. 2. Open the desired customer. 3. Go to *Invoicing* page. 4. Set on "Sales Invoicing Grouping Criteria" the desired grouping @@ -74,10 +72,10 @@ the whole company: Usage ===== -1. Go to *Sales > Invoicing > Orders to Invoice*. +1. Go to *Sales > To Invoice > Orders to Invoice*. 2. Select sales orders whose invoicing you want to do. -3. Click on *Action > Invoice Order*. -4. Click on "Create and View Invoices" button. +3. Click on *Create Invoices*. +4. Click on "Create Draft Invoices" button. 5. On that moment, the grouping criteria will be applied, and you will see different invoices if the criteria doesn't match for them.