sale_automatic_workflow
This module enables the creation of automated workflows for sales orders to streamline the sales process by automatically performing various actions such as order validation, invoicing, and payment registration.
Key Features
- sale.order: Assigns an automatic workflow process to sales orders for automated processing
- sale.order: Automatically confirms sales orders based on workflow configuration and filters
- sale.order: Automatically creates invoices for sales orders when conditions are met
- sale.order: Automatically locks sales orders (marks as done) after processing
- sale.order: Sets default sales team for orders based on workflow configuration
- sale.order: Computes whether all order lines are fully delivered
- sale.workflow.process: Defines workflow processes with configurable automation options
- sale.workflow.process: Configures automatic order confirmation with optional email sending
- sale.workflow.process: Configures automatic invoice creation and validation
- sale.workflow.process: Configures automatic payment registration for invoices
- sale.workflow.process: Sets default sales journal for invoices generated by the workflow
- sale.workflow.process: Forces invoice date to match the sales order date
- sale.workflow.process: Enables invoicing of service products upon delivery
- sale.workflow.process: Displays warning messages when selecting workflows on orders
- sale.workflow.process: Applies domain filters to control when each automation action executes
- account.move: Automatically validates invoices created through workflows
- account.move: Automatically registers payments for validated invoices
- account.move: Links invoices to their originating workflow process
- automatic.workflow.job: Executes scheduled jobs to run workflow automations
- automatic.workflow.job: Handles picking confirmations (placeholder for extension)
- automatic.workflow.job: Supports multi-company workflow execution