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Account Financial Reports Sale

account_financial_report_sale folder_open OCA/account-financial-reporting open_in_new
Reporting License: AGPL-3

This module extends financial reports when needed to have dependency on sales. They are accessible under Invoicing / Reporting / OCA accounting reports.

Add the posibility on Open Items to group by partner delivery address.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds a new grouping option to the Open Items financial report so users can group open receivable and payable lines by the delivery address of the sales order customer instead of the invoice partner.

This module extends the OCA Open Items report, which is available under Invoicing / Reporting / OCA accounting reports. It does not create new screens; it adds one extra choice to the existing report wizard.

  • In the Open Items report wizard, the "Grouped by" field now offers "Delivery Address" in addition to the standard grouping options.
  • When this option is selected, the report groups open items by the delivery address recorded on the related journal entry (the shipping address of the sales order), not by the invoicing partner.
  • Lines whose journal entry has no delivery address are collected under a single group labelled "Missing Delivery Address".
  • The grouping is applied to the report data for accounts, partners and open item lines, so the report layout follows the chosen delivery address grouping.

The module depends on the accounting financial reports and on Sales, and it only changes the behaviour of the existing open.items.report.wizard and report.account_financial_report.open_items components. No new menus, buttons, scheduled actions or emails are added.

Depends on

account_financial_reportsale
Models and fields (2)
  • open.items.report.wizard · extends an existing modelgrouped_by
  • report.account_financial_report.open_items · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

Sources · Odoo 16.0

Confirmed on 2026-11-03 in branch 16.0 of OCA/account-financial-reporting.

terminal Installation and usage

OCA documentation · Odoo 18.0

Usage

Source · Odoo 18.0

Go on 'Invoicing' -\> 'Reports' -\> 'OCA accounting reports' -\> 'Open Items'

When wizard is open, you need to select option grouped by Delivery Address

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.