Hiya rmehta,
Thanks for the answer. I understand that I will not archieve to make the Sales Invoice Submmited (to appear in the Balance), without the “Is subbitable checked box”.
So plan B would be to create a custom field with a new sequence that only runs when I subbmit the document. The concept of the problem, is that in Spain and other countries the sequence in Invoices must be correlative, and this is mandatory. So this is a big problem for companies that try to implement ERPNext, most of them will stop once they find this problem. I think @angelsanchez has reported this problem to you.
On the other hand, I’m working on adapt ERPNext to the Spanish requisites, but it’s getting hard to do. I hope I can do it and I can share it, but it’s not easy.
I can’t do a resume of the things that doesn’t fit with the Spanish Requisites:
- Chart of Accounts. I’m working on this right now. There’s no one really prepared, and there are concepts that are different or I don’t know how to configure (we have a root group, where then you will find a subgroup that is an Asset, and other that is a Liability, but I can only chose one root type no?) , so I’m testing cause I don’t know if this can be archieved. And for instance there should be a Name and a Number (But ok I can put this all together).
- Payment methods: Is very common that we have 1) A mutiple days payment (for instance 30-60-90 days method), and 2) a fixed day of payment that depends on the customer, so you have “to wait” untill this day after the 30 days (or every day of the 30-60-90 payments).
- Journal Voucher: I’m not sure about his one (I’m asking for information about what is mandatory), but in general is more common to have a Journal Voucher created from the Sales Invoice (one, or more). And I can’t find the way to do this in ERPNext, cause the Sales Invoice goes directly to the Balance without haven’t been converted to JV. But, maybe this is right and I don’t need legally the JV, so maybe just with the report of movements (I mean SINV, PINV…) is enough.
- Reports: Well, there are some personalized reports that I’ll have to do. Some will be not be easy. But ok, I think this is normal in any country.
If you know someone is working on this, o if someone of the core team of ERPNext can help on this, please let me know. I think there are not many users from Spain that have archieved to implement completely ERPNext. And the problems are the ones I mentioned. So, is perfect por CRM and other things, but the problem is when you arrive to Accounting. On the other hand, I think there’s a Openerp/Odoo spanish community, so is a pity, cause I think ERPNext is far better than Openerp/Odoo and you could have a big community in Spain once this problems are solved.
Keep in touch,
Rubén