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contract

Author: OpenERP SA,Tecnativa,Odoo Community Association (OCA)
License: AGPL-3
Branch: 9.0
Repository: acsone/contract
Dependencies: account, analytic, base, decimal_precision, and report
Languages: PO File (15764, 94.8%), Python (501, 3.0%), XML (311, 1.9%), and reStructuredText (57, 0.3%)
Other branches: 10.0, 11.0, 12-ref_contract_create_invoice_tbi, 12.0, 12.0-adapt_contract_migration-sbj, 12.0-add_contract_forecast_sbj, 12.0-add_contract_payment_term_tbi, 12.0-add_contract_sale_mandate_tbi, 12.0-add_contract_tag_menu_item-sbj, 12.0-add_link_to_contract_line_in_msg-qgr, 12.0-add_product_contract_payment_term_tbi, 12.0-check_last_date_invoiced-sbj, 12.0-cntrctqj-len, 12.0-contract_auto_validate_invoice-sbj, 12.0-contract_forecast_multi_company-sbj, 12.0-contract_line_performance_issue-sbj, 12.0-contract_manually_create_invoice-sbj, 12.0-contract_multi_company-sbj, 12.0-contract_resiliation-sbj, 12.0-contract_specific_payment_mode-sbj, 12.0-contract_tags-sbj, 12.0-contract_termination_notice, 12.0-contract_transmit_method-sbj, 12.0-first_period_invoice_to_date-sbj, 12.0-first_period_invoice_to_date-sbj-2, 12.0-fix_action_create_contract-sbj, 12.0-fix_contract_forecast-sbj, 12.0-fix_contract_line_form_view-sbj, 12.0-fix_contract_report-sbj, 12.0-fix_onchange_date_start-sbj, 12.0-fix_partner_label-sbj, 12.0-fix_product_contract_sale_view-sbj, 12.0-fix_renew_next_invoice_date-sbj, 12.0-fix_travis-sbj, 12.0-forecast_period_for_auto_renew_contract-sbj, 12.0-improve_contract_filter-sbj, 12.0-mig-contract, 12.0-mig-contract_sale, 12.0-mig-product_contract, 12.0-prg_master, 12.0-prg_master_product_contract, 12.0-product-contract-variable-qty, 12.0-product_contract_auto_renew_interval-sbj, 12.0-product_contract_imporve_ux-sbj, 12.0-product_contract_journal-sbj, 12.0-product_contract_transmit_method-sbj, 12.0-productfixedend-len, 12.0-recurrence-mechanism-on-contract-line, 12.0-recurring_rule_type-sbj, 12.0-ref_contract_split_analytic_account_tbi, 12.0-set_contract_line_analytic_account-sbj, 12.0-tieredpricing-len, 12.0-trn_master, 12.0-trncntrct-len, 12.0-upd-copier-dro, 12.0-update_invoice_date_at_contract_line_stop-sbj, 12.0-variantconstraints-len, 13-fix-tests-ag-rebate-dro, 13.0, 13.0-add-contract-date-dro, 13.0-contractviews-len, 13.0-fix-contract_display_type-dro, 13.0-fix-portal-dro, 13.0-fix-product_line_view-dro, 13.0-fixactdomain-len, 13.0-imp-onchange_date_start-dro, 13.0-mig-contract-tecnativa-test-dro, 13.0-mig-contract_forecast-sbj, 13.0-mig-price-revision-dro, 13.0-mig-product_contract, 14.0, 14.0-add-contract_last_date_update-dro, 14.0-add-contract_layout_category_hide-dro, 14.0-add-contract_mass_stop-dro, 14.0-add-contract_product_set-dro, 14.0-add-contract_product_set_layout-dro, 14.0-add-contract_sale_delivery_zone-dro, 14.0-add-contract_sale_picking-dro, 14.0-add-contract_sale_picking_note-dro, 14.0-add-contract_sale_tag-dro, 14.0-add-sale_manual_action-dro, 14.0-add_contract_sale_layout_hide-dro, 14.0-contract_delivery_zone-dro, 14.0-fix-contract-domain-dro, 14.0-fix-contract-recurring-dro, 14.0-fix-contract_generation_next_date-dro, 14.0-fix-contract_global_recurrence-dro, 14.0-fix-contract_sale_gen_multi-dro, 14.0-fix-contract_stop_successor-dro, 14.0-fix-line-filter-dro, 14.0-imp-contract-dro, 14.0-imp-contract_last_date_invoiced-dro, 14.0-imp-contract_line_report-dro, 14.0-lbr_master, 14.0-mig-contract_sale_generator-dro, 14.0-upd-copier-dro, 14.0-update_template-dro, fix-contract_sale, oca-port-pr-741-from-14.0-to-15.0, and oca-port-pr-792-from-14.0-to-15.0
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<a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg"> </a> <a name="contracts-for-recurrent-invoicing"></a> <h2>Contracts for recurrent invoicing</h2> <p>This module forward-port to v9 the contracts management with recurring invoicing functions.</p> <p>Also you can print and send by email contract report.</p> <a name="configuration"></a> <h3>Configuration</h3> <p>To view discount field set <em>Discount on lines</em> in user access rights.</p> <a name="usage"></a> <h3>Usage</h3> <p>To use this module, you need to:</p> <ol class="arabic simple"> <li>Go to Sales -&gt; Contracts and select or create a new contract.</li> <li>Check <em>Generate recurring invoices automatically</em>.</li> <li>Fill fields for selecting the recurrency and invoice parameters:<ul> <li>Journal</li> <li>Pricelist</li> <li>Period. It can be any interval of days, weeks, months, months last day or years.</li> <li>Start date and next invoice date.</li> <li>Invoicing type: pre-paid or post-paid.</li> </ul> </li> <li>Add the lines to be invoiced with the product, description, quantity and price.</li> <li>You have the possibility to use the markers #START# or #END# in the description field to show the start and end date of the invoiced period.</li> <li>Choosing between pre-paid and post-paid, you modify the dates that are shown with the markers.</li> <li>A cron is created with daily interval, but if you are in debug mode, you can click on <em>Create invoices</em> to force this action.</li> <li>Click <em>Show recurring invoices</em> link to show all invoices created by the contract.</li> <li>Click on <em>Print &gt; Contract</em> menu to print contract report.</li> <li>Click on <em>Send by Email</em> button to send contract by email.</li> </ol> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/110/9.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> <a name="known-issues-roadmap"></a> <h3>Known issues / Roadmap</h3> <ul class="simple"> <li>Recover states and others functional fields in Contracts.</li> </ul> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.</p> <a name="credits"></a> <h3>Credits</h3> <a name="contributors"></a> <h4>Contributors</h4> <ul class="simple"> <li>Pedro M. Baeza &lt;<a class="reference external" href="mailto:pedro.baeza&#64;tecnativa.com">pedro.baeza&#64;tecnativa.com</a>&gt;</li> <li>Carlos Dauden &lt;<a class="reference external" href="mailto:carlos.dauden&#64;tecnativa.com">carlos.dauden&#64;tecnativa.com</a>&gt;</li> <li>Angel Moya &lt;<a class="reference external" href="mailto:angel.moya&#64;domatix.com">angel.moya&#64;domatix.com</a>&gt;</li> <li>Vicent Cubells &lt;<a class="reference external" href="mailto:vicent.cubells&#64;tecnativa.com">vicent.cubells&#64;tecnativa.com</a>&gt;</li> </ul> <a name="maintainer"></a> <h4>Maintainer</h4> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>This module is maintained by the OCA.</p> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>