{"id":33132,"date":"2025-11-20T06:50:03","date_gmt":"2025-11-20T06:50:03","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=33132"},"modified":"2025-11-21T13:07:31","modified_gmt":"2025-11-21T13:07:31","slug":"off-claim-invoice-for-cash-discount-and-scheme-discount-in-odoo","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/inventory\/off-claim-invoice-for-cash-discount-and-scheme-discount-in-odoo\/","title":{"rendered":"How to Create an Off-Claim Invoice for a Cash and Scheme Discount in Odoo"},"content":{"rendered":"\n
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.<\/p>\n\n\n\n
To access the Off-Claim invoice, go to:<\/p>\n\n\n\n
Enable the Off Claim Invoice<\/strong><\/h2>\n\n\n\n
Once you enable the Off-Claim Invoice checkbox, this determines the type of cost adjustment being made. <\/strong>Select the Vendor<\/strong>, and then choose the Product<\/strong> based on the selected vendor from the respective field. Select the lot<\/strong> based on the product.<\/p>\n\n\n\n
Note: Vendor and Product fields are mandatory.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Click Save<\/strong> to generate document number (LC\/2025\/0171<\/strong>).<\/p>\n\n\n\n
Adding the Cash Discount<\/strong><\/h2>\n\n\n\n
Enter the Cash Discount<\/strong> field, Select By Current Cost<\/strong> in the Split Method<\/strong> field, Enter the cash amount<\/strong> as a Negative value<\/strong> in the Cash<\/strong> field. After cost is entered click validate to<\/strong> complete the process, the invoice is now finalized. The same amount will automatically show up in the Additional Landed Cost<\/strong> field for each related product lot in the additional cost field.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Enter the Scheme Discount<\/strong> field, Select By Current Cost<\/strong> in the Split Method<\/strong> field, Enter the cash amount<\/strong> as a Negative value<\/strong> in the Cash<\/strong> field. After cost is entered click validate to <\/strong>complete the process, the invoice is now finalized. The same amount will automatically show up in the Additional Landed Cost<\/strong> field for each related product lot in the additional cost field.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Note: <\/strong><\/em>For cash discounts and scheme discounts, the cash amount should be entered as a negative value.<\/p>\n\n\n\n
Valuation Adjustment<\/strong><\/h2>\n\n\n\n
Click the Valuation adjustment<\/strong> tab<\/p>\n\n\n\n
\n
Original Value<\/strong> \u2013<\/em> The inventory value before additional cost.<\/li>\n\n\n\n
New<\/strong> Value<\/strong> \u2013 The updated inventory value after cost adjustment.<\/li>\n\n\n\n
Additional<\/strong> Cost<\/strong> \u2013 The freight or extra charge applied.<\/li>\n<\/ul>\n\n\n\n
The selected lot\u2019s additional cost charge will be split and recalculated for the following values:<\/p>\n\n\n\n
An Off-Claim Invoice is a type of credit or adjustment invoice issued outside of the main sales invoice flow. In […]<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[382],"tags":[524,99,529,525],"class_list":["post-33132","post","type-post","status-publish","format-standard","hentry","category-inventory","tag-cash-discount","tag-inventory","tag-off-claim-invoice","tag-scheme-discount"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/33132","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=33132"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/33132\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=33132"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=33132"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=33132"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"Odoo](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Off-Claim-Invoice-Product-Lot-1024x307.png\")
<\/figure>\n\n\n\n![\"Odoo](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Off-Claim-Invoice-Cash-Discount-1024x118.png\")
<\/figure>\n\n\n\n![\"Odoo](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Off-Claim-Invoice-Scheme-Discount-1024x119.png\")
<\/figure>\n\n\n\n![\"Odoo](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Off-Claim-Invoice-Valuation-Cash-Discount-1024x168.png\")
<\/figure>\n\n\n\n![\"Odoo](\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Off-Claim-Invoice-Valuation-Scheme-Discount-1024x119.png\")
<\/figure>\n\n\n\n