ipc_interim_payment_certificates_sale

Interim Payment Certificate (IPC) Management for Sale Order

Integrated IPC Workflow for Sales Orders

Sales Order Based Interim Payment Certificate Control System

Real-Time IPC Tracking and Management for Sales Orders in Construction and Contracting Jobs

This module extends Odoo Sales and Project functionality by introducing a structured and robust Interim Payment Certificate (IPC) process. It allows users to generate, manage, and track IPCs for customers in construction or service based projects. With seamless integration across Sales Orders, Invoices, and Projects, the module ensures progress billing is accurate, traceable, and streamlined. It also supports handling retention and advance recoveries with automatic customer invoice generation from IPCs.


Main Features:

  • Customer & Vendor IPC Types:
  • IPCs can be tagged as either Customer or Vendor/Subcontractor for separate workflows.
  • Additional buttons and views adapt dynamically based on the IPC type.
  • Create IPC from Sales Order:
  • A new button Create IPC appears on confirmed Sale Orders.
  • Launches a wizard to define project details and enter quantities to bill.
  • Ensures IPC quantities do not exceed the Sale Order line quantities.
  • Generate Customer Invoices from IPC:
  • After approval, IPCs of type Customer can generate an outgoing customer invoice.
  • Includes line items from the IPC, retention, and advance recovery entries automatically.
  • Certified Quantity Tracking:
  • Sale Order Lines display a Certified IPC Quantity field.
  • Real time computed value based on all approved IPCs linked to each line.
  • Prevents over billing across multiple IPCs.
  • Linked Navigation:
  • IPCs link directly to their Sale Orders and Invoices.
  • Invoices and Sale Orders include buttons to access related IPCs.
  • Stat Buttons on Forms:
  • IPC Certificate buttons are added to the Sale Order and Invoice forms for quick access.
  • Invoice and Sale Order stat buttons appear on the IPC form based on context.
  • Smart Views & Menus:
  • Separate menus for All IPCs(Interim Payment Certificates), Customer IPCs, and Vendor/Subcontractor IPCs.
  • Filters in list view for quick segmentation by IPC type.
  • Customer and Vendor options are context aware.
  • Retention & Advance Handling:
  • Add negative lines for retention and advance recovery on customer invoices.
  • Fully configurable by product and value per IPC.

Workflow:

  • Install the App:
    • Once installed, IPC menus and options become available under the Sales app.
  • Confirm a Sale Order:
    • The Create IPC button appears when the order is confirmed.
  • Launch the Wizard:
    • Click Create IPC to open a popup wizard.
    • Fill in the project and contractor details.
    • Define the IPC quantities per product line.
  • Validate Quantity Rules:
    • The wizard checks that IPC quantities + already certified quantities do not exceed sale quantities.
  • Create the IPC:
    • A new IPC record is created with all entered lines and details.
  • Generate Customer Invoice:
    • From the IPC, click Create Customer Invoice to generate a draft invoice.
    • Retention and advance lines are included automatically if configured.
  • Review & Track:
    • Use smart buttons to track IPCs from Sale Orders or Invoices.
    • IPC list views include filters for easy access to Customer or Vendor IPCs.

Check App Here

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