Semi-Finished Performance
Im Bau- und Dienstleistungsbereich werden Leistungen über Monate erbracht und in Abschnitten abgerechnet. Teilleistungserfassung macht Fertigstellungsgrad und abrechenbare Summe transparent.
Ihr Nutzen
Teilleistungen zeitnah abrechnen. Fertigstellungsgrad in 10%-Schritten. Automatische Betragsberechnung.
Drei Rechnungsverfolgungsmodi: gebuchte, bezahlte oder tatsächlich eingegangene Beträge. Gutschriften automatisch berücksichtigt.
Funktionen im Detail
Semi-Finished Performance / Halbfertige Leistungen
Version 18.0.3.2.0 110,00 EUR Depends: sale Depends: sale_management
Track semi-finished performance completion percentage on sale orders and automatically calculate net amounts. Supports credit note handling and configurable invoice tracking modes (posted, paid, partial payments).
Key Features
Completion Tracking
A selection field on the sale order allows setting the completion percentage from 0% to 100% in 10% increments. The Net Amount Semi-Finished Services is calculated automatically based on the untaxed order total minus already invoiced amounts.
Credit Note Support
Credit notes (out_refund) are automatically subtracted from the
already invoiced amount. This ensures accurate tracking when invoices are
reversed or partially credited.
Configurable Invoice Tracking
Three modes to control which invoice amounts are excluded from the calculation:
- Posted Invoices – all posted invoice amounts
- Fully Paid Invoices – only fully paid invoices
- Paid Amounts – actual paid amounts including partial payments
Tree View Overview
Both the calculated semi-finished amount and the already invoiced amount are visible in the sale order tree view for a quick overview across all orders.
Screenshots
Form View: Set the completion percentage and see the calculated amount in real time.
Tree View: Overview of all orders with already invoiced and semi-finished amounts.
Usage
Open a Sale Order
Navigate to Sales > Orders > Quotations/Orders.
Set Completion Percentage
Select the Semi-Finished Performance % field (0% to 100%).
Review Calculated Amount
The Net Amount Semi-Finished Services updates automatically.
Configure Tracking Mode (optional)
Go to Settings > Sales > Semi-Finished Performance to choose the invoice tracking mode.
Calculation Logic
Net Amount = (Untaxed Total - Already Invoiced) x Completion % / 100
| Tracking Mode | What counts as "Already Invoiced" |
|---|---|
| Posted Invoices | Sum of all posted invoice amounts (minus credit notes) |
| Fully Paid Invoices | Sum of fully paid invoice amounts (minus paid credit notes) |
| Paid Amounts | Actual paid amounts including partial payments (minus paid credit notes) |
Technical Details
| Model | Field | Description |
|---|---|---|
sale.order |
semi_finished_performance_completed |
Selection 0-100% in 10% steps |
sale.order |
semi_finished_performance_amount |
Computed monetary: net semi-finished amount |
sale.order |
semi_finished_performance_amount_already_invoiced |
Computed monetary: already invoiced amount |
Version History
| Version | Changes |
|---|---|
18.0.3.2.0 | Credit note handling: out_refund amounts are subtracted from invoiced total |
18.0.3.1.0 | Migration fixes |
18.0.3.0.0 | Three invoice tracking modes, recalculation button, partial payment support |
18.0.2.0.0 | Already-paid tracking, exclusion from calculation |
18.0.1.0.0 | Initial release |
Semi-Finished Performance | Version 18.0.3.2.0 | 110,00 EUR
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