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contract

Author: Tecnativa, ACSONE SA/NV, Odoo Community Association (OCA)
License: AGPL-3
Branch: 14.0
Repository: OCA/contract
Dependencies: account, base, mail, portal, product, and web
Languages: HTML (411, 0.6%), JavaScript (46, 0.1%), PO File (57660, 87.8%), Python (4979, 7.6%), Sass (70, 0.1%), XML (2399, 3.7%), and reStructuredText (124, 0.2%)
Other branches: 10.0, 11.0, 12.0, 12.0-ocabot-merge-pr-544-by-sbejaoui-bump-patch, 12.0-ocabot-merge-pr-550-by-max3903-bump-nobump, 13.0, 15.0, and 9.0
Other repositories: 3664236979/contract, Alfa-90/contract, App247/contract, ArkanSystem/contract, Bilbonet/contract, BipinRathod/contract, BrownRhined/contract, Bubbles-IT/contract, CarlosToledo1007/contract, Chandni8/contract, Change2improve/contract, ClearCorp/oca-contract, Comunitea/contract, Conectel/contract, Digital5-Odoo/contract, Dobtor-OCA/contract, ERPLibre/contract, Escodoo/contract, ForgeFlow/contract, G00d1/contract, Gabinete-Digital/contract, GhassenTimoumi/contract, Gofekra/contract, Guobower/contract, Haevas/contract, HomerDeoDatu/contract, ITISAG-OCA/contract, Ingeos/contract, Jarsa/contract, JpGarciiia964/contract, Khalid-SerpentCS/contract, KrishnaPrajapati-SerpentCS/contract, LasLabs/contract, LevelPrime/contract, MadsackMediaStore/contract, Martronic-SA/contract, MathBenTech/contract, MindAndGo/contract, MjAbuz/contract, NL66278/contract, NeatNerdPrime/contract, Nikul-Chaudhary/contract, OCA-MUK/contract, OlhaTsiapa/contract, Openworx/contract, PESOL/contract, 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haninada/contract, haroldtamo/contract, haryoran04/contract, hieulucky111/contract, hinfo506/contract, humanilog/contract, i-vyshnevska/contract, id42sistemas/contract, initOS/contract, isos/contract, isoscl/contract, it-projects-llc/contract, izzihector/contract, jacky82669513/contract, jarroyomorales/contract, jason156/contract, jeffery9/odoo-saas-tools, jiashengguo/contract, johnotoole68/contract, jordanvrtanoski/contract, joseernestomendez/contract, josuf567/contract, jpvs1978/contract, julianram/contract, keadanis/contract, kevin070982/contract, kittiu/contract, kmee/contract, kongrattapong/contract, levkar/contract, lfreeke/contract, libregob/contract, lideritjnma/contract, liweijie0812/contract, luximgroup/contract, marcel1981/contract, marcelsavegnago/trustcode-addons, martinllanos/contract, mettadipa/contract, mgielissen/contract, minhhq09/contract, molandtoxx/contract, moltisinc/contract, murtuzasaleh/contract, mybengui/contract, necrodevz/contract, newtratip/contract, 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<h1 class="title">Recurring - Contracts Management</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" 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.png" /></a> <a class="reference external" href="https://github.com/OCA/contract/tree/14.0/contract"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/contract-14-0/contract-14-0-contract"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/110/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module enables contracts management with recurring invoicing functions. Also you can print and send by email contract report.</p> <p>It works for customer contract and supplier contracts.</p> <p>Contracts are shown in portal.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To view discount field in contract line, you need to set <em>Discount on lines</em> in user access rights.</p> <p>Contracts can be viewed on the portal (list and detail) if the user logged into the portal is a follower of the contract.</p> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <ol class="arabic simple"> <li>Contracts are in Invoicing -&gt; Customers -&gt; Customer and Invoicing -&gt; Vendors -&gt; Supplier Contracts</li> <li>When creating a contract, fill fields for selecting the invoicing parameters:<ul> <li>a journal</li> <li>a price list (optional)</li> </ul> </li> <li>And add the lines to be invoiced with:<ul> <li>the product with a description, a quantity and a price</li> <li>the recurrence parameters: interval (days, weeks, months, months last day or years), start date, date of next invoice (automatically computed, can be modified) and end date (optional)</li> <li>auto-price, for having a price automatically obtained from the price list</li> <li>#START# or #END# in the description field to display the start/end date of the invoiced period in the invoice line description</li> <li>pre-paid (invoice at period start) or post-paid (invoice at start of next period)</li> </ul> </li> <li>The &quot;Generate Recurring Invoices from Contracts&quot; cron runs daily to generate the invoices. If you are in debug mode, you can click on the invoice creation button.</li> <li>The <em>Show recurring invoices</em> shortcut on contracts shows all invoices created from the contract.</li> <li>The contract report can be printed from the Print menu</li> <li>The contract can be sent by email with the <em>Send by Email</em> button</li> <li>Contract templates can be created from the Configuration -&gt; Contracts -&gt; Contract Templates menu. They allow to define default journal, price list and lines when creating a contract. To use it, just select the template on the contract and fields will be filled automatically.</li> </ol> <ul class="simple"> <li>Contracts appear in portal to following users in every contract:</li> </ul> <img alt="https://raw.githubusercontent.com/OCA/contract/14.0/contract/static/src/screenshots/portal-my.png" src="https://raw.githubusercontent.com/OCA/contract/14.0/contract/static/src/screenshots/portal-my.png" /> <img alt="https://raw.githubusercontent.com/OCA/contract/14.0/contract/static/src/screenshots/portal-list.png" src="https://raw.githubusercontent.com/OCA/contract/14.0/contract/static/src/screenshots/portal-list.png" /> <img alt="https://raw.githubusercontent.com/OCA/contract/14.0/contract/static/src/screenshots/portal-detail.png" src="https://raw.githubusercontent.com/OCA/contract/14.0/contract/static/src/screenshots/portal-detail.png" /> <a name="known-issues-roadmap"></a> <h2><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h2> <ul class="simple"> <li>Recover states and others functional fields in Contracts.</li> <li>Add recurrence flag at template level.</li> </ul> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2> <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 <a class="reference external" href="https://github.com/OCA/contract/issues/new?body=module:%20contract%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id5">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id6">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> <li>ACSONE SA/NV</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id7">Contributors</a></h3> <ul> <li><p class="first">Angel Moya &lt;<a class="reference external" href="mailto:angel.moya&#64;domatix.com">angel.moya&#64;domatix.com</a>&gt;</p> </li> <li><p class="first">Dave Lasley &lt;<a class="reference external" href="mailto:dave&#64;laslabs.com">dave&#64;laslabs.com</a>&gt;</p> </li> <li><p class="first">Miquel Raïch &lt;<a class="reference external" href="mailto:miquel.raich&#64;eficent.com">miquel.raich&#64;eficent.com</a>&gt;</p> </li> <li><p class="first">Souheil Bejaoui &lt;<a class="reference external" href="mailto:souheil.bejaoui&#64;acsone.eu">souheil.bejaoui&#64;acsone.eu</a>&gt;</p> </li> <li><p class="first">Thomas Binsfeld &lt;<a class="reference external" href="mailto:thomas.binsfeld&#64;acsone.eu">thomas.binsfeld&#64;acsone.eu</a>&gt;</p> </li> <li><p class="first">Guillaume Vandamme &lt;<a class="reference external" href="mailto:guillaume.vandamme&#64;acsone.eu">guillaume.vandamme&#64;acsone.eu</a>&gt;</p> </li> <li><p class="first">Raphaël Reverdy &lt;<a class="reference external" href="mailto:raphael.reverdy&#64;akretion.com">raphael.reverdy&#64;akretion.com</a>&gt;</p> </li> <li><p class="first"><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:</p> <blockquote> <ul class="simple"> <li>Pedro M. Baeza</li> <li>Carlos Dauden</li> <li>Vicent Cubells</li> <li>Rafael Blasco</li> <li>Víctor Martínez</li> </ul> </blockquote> </li> <li><p class="first">Iván Antón &lt;<a class="reference external" href="mailto:ozono&#64;ozonomultimedia.com">ozono&#64;ozonomultimedia.com</a>&gt;</p> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id8">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <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>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>This module is part of the <a class="reference external" href="https://github.com/OCA/contract/tree/14.0/contract">OCA/contract</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>

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