Job Card Sales & Billing from Cost Sheet | Job Card to Sales Invoice Workflow

Sales & Billing Integration with Job Card and Cost Sheet

Job Card Billing: Create Sales Orders & Invoices from Cost Sheet Lines

End to End Job Card Billing Workflow Using Cost Sheet Data

This module extends the Job Card (Project Task) functionality in Odoo to streamline the sales and billing process. It allows users to create and manage Sales Orders and Customer Invoices directly from a Job Card, based on its associated Job Cost Sheet Lines. It offers a centralized and controlled way to handle billing for service jobs, ensuring accurate tracking of quantities ordered and invoiced, and preventing overbilling.

Main Features:

• Create Sales Orders or Invoices from Job Cards:
• Decide whether to generate a Sales Order or a Customer Invoice directly from the job card.
• Invoice Based on Job Invoice Line or Cost Sheet Line:
• Users can choose whether to create billing documents using:
• Job Invoice Lines
• Cost Sheet Lines
• Track Quantities for Each Line:
• Each Job Cost Sheet Line tracks:
• Ordered Quantity (via Sales Orders)
• Invoiced Quantity (via Customer Invoices)
• Prevents over ordering or over invoicing.
• Create Documents Using a Wizard:
• A user friendly wizard allows users to:
• Select products and quantities to bill
• Auto fill product, tax, and pricing details
• Validate entries before creating records
• Seamless Integration with Sale and Accounting:
• Automatically links Sale Order Lines and Invoice Lines back to the Job Cost Sheet Line.
• Connects the Sale Order and Invoice with the Job Card for full traceability.
• Custom Pricelist and Payment Terms:
• Pricelist and payment term fields are computed based on the selected customer.
• These are auto applied when creating documents.
• View Related Sales Orders:
• A smart button allows quick access to all Sales Orders linked to the Job Card.

Workflow:

• Set Up Your Job Card:
  • Open a Job Card (Project Task) and set the customer.
  • Choose whether you want to create a Sales Order or Invoice.
  • Select if billing is based on Job Invoice Line or Cost Sheet Line.
  • Ensure cost sheet lines are filled.
• Launch the Wizard:
  • Click the Create Sale Order or Create Invoice button.
  • A wizard will appear showing cost sheet lines with existing ordered/invoiced quantities.
• Select Products and Quantities:
  • Enter the new quantity you want to sell or invoice for each line.
  • The system prevents exceeding the original cost quantity.
• Create the Document:
  • Click Create Sale Order or Create Invoice in the wizard.
  • The document is created and linked back to the Job Card.
• Track Sales and Billing:
  • View Ordered and Invoiced Quantities on the cost sheet lines.
  • Access related Sales Orders and Invoices from the Job Card.