As Ana Juaristi said, on Spain pro-forma invoices do not have number nor
accounting moves.
I've seen them being used mostly as a kind of "contract":
- In the context described by Jan Verlaan.
- When the partner needs the pro-forma invoice as a justification for asking
for a subsidy/subvention.
(For example, last year subventions where given to companies changing
their software; the bought/implantation of an ERP takes some time, and usually
it is not invoiced/accounted until it's done; so those companies needed a
pro-forma invoice to opt for the subvention if the bought/implantation of the
new software was still not performed/completed).
--
pro-forma invoices: documentation doesn't match implementation
https://bugs.launchpad.net/bugs/551543
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Accounting Experts, which is a direct subscriber.
Status in OpenObject Addons Modules: Invalid
Status in OpenERP Documentation: Confirmed
Bug description:
I'm not an international accountant, but it seems the term "pro-forma invoice"
is ambiguous and can describe 2 kind of invoices, and unfortunately there is an
ambiguity about what pro-forma invoices are supposed to be in OpenERP: with or
without accounting moves attached.
The manual reads "A Pro Forma invoice doesn’t yet have an invoice number, but
the accounting entries on the invoice that’s created correspond to the amounts
that Open ERP will record as the customer’s payables":
http://doc.openerp.com/book/3/3_7/accounting_workflow.html#open-or-pro-forma-invoices
This is one way of managing pro-forma invoices: an invoice without a number,
with accounting entries. It seems to be a disputable practice, and it's
forbidden here in France, but in some places people seem to understand
"pro-forma invoices" this way however.
But in the implementation of v5.0, pro-forma invoices really are invoices
without a number and without accounting entries. French people (among others)
understand "pro-forma invoices" this way.
So, either the doc is wrong or the implementation is wrong - but it has to be
settled and fixed.
Lionel.
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