How to Create an Off-Claim Invoice for a Cash and Scheme Discount in Odoo
An Off-Claim Invoice is a type of credit or adjustment invoice issued outside of the main sales invoice flow. In an Off-Claim invoice for a cash discount or scheme discount, the vendor give discount to the buyer.
To access the Off-Claim invoice, go to:
Inventory → Operations → Adjustments → Additional CostEnable the Off Claim Invoice
Once you enable the Off-Claim Invoice checkbox, this determines the type of cost adjustment being made. Select the Vendor, and then choose the Product based on the selected vendor from the respective field. Select the lot based on the product.
Note: Vendor and Product fields are mandatory.
Click Save to generate document number (LC/2025/0171).
Adding the Cash Discount
Enter the Cash Discount field, Select By Current Cost in the Split Method field, Enter the cash amount as a Negative value in the Cash field. After cost is entered click validate to complete the process, the invoice is now finalized. The same amount will automatically show up in the Additional Landed Cost
field for each related product lot in the additional cost field.
Adding the Scheme Discount
Enter the Scheme Discount field, Select By Current Cost in the Split Method field, Enter the cash amount as a Negative value in the Cash field. After cost is entered click validate to complete the process, the invoice is now finalized. The same amount will automatically show up in the Additional Landed Cost field for each related product lot in the additional cost field.
Note: For cash discounts and scheme discounts, the cash amount should be entered as a negative value.
Valuation Adjustment
Click the Valuation adjustment tab
- Original Value – The inventory value before additional cost.
- New Value – The updated inventory value after cost adjustment.
- Additional Cost – The freight or extra charge applied.
The selected lot’s additional cost charge will be split and recalculated for the following values:
- Additional Cost (per unit)
- Final Gross Cost (FGC)
- Net Cost
- Tax Amount
- Mark Up / Mark Down
- Margin Amount
