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account_operation_rule_early_payment_discount

Author: Camptocamp, Odoo Community Association (OCA)
License: AGPL-3
Branch: merge-branch-1622
Repository: camptocamp/account-reconcile
Dependencies: account_early_payment_discount, and account_operation_rule
Languages: Python (222, 80.1%), XML (15, 5.4%), and reStructuredText (40, 14.4%)
Other branches: merge-branch-1622-9.1.0, merge-branch-1622-9.10.0, merge-branch-1622-9.10.1, merge-branch-1622-9.10.2, merge-branch-1622-9.11.0, merge-branch-1622-9.12.0, merge-branch-1622-9.2.0, merge-branch-1622-9.3.0, merge-branch-1622-9.3.1, merge-branch-1622-9.3.2, merge-branch-1622-9.3.3, merge-branch-1622-9.3.4, merge-branch-1622-9.3.5, merge-branch-1622-9.3.6, merge-branch-1622-9.3.7, merge-branch-1622-9.4.0, merge-branch-1622-9.4.1, merge-branch-1622-9.4.10, merge-branch-1622-9.4.11, merge-branch-1622-9.4.12, merge-branch-1622-9.4.13, merge-branch-1622-9.4.2, merge-branch-1622-9.4.3, merge-branch-1622-9.4.4, merge-branch-1622-9.4.5, merge-branch-1622-9.4.6, merge-branch-1622-9.4.7, merge-branch-1622-9.4.8, merge-branch-1622-9.4.9, merge-branch-1622-9.5.0, merge-branch-1622-9.5.1, merge-branch-1622-9.5.2, merge-branch-1622-9.5.3, merge-branch-1622-9.5.4, merge-branch-1622-9.5.5, merge-branch-1622-9.9.0, merge-branch-1622-9.9.1, merge-branch-1622-9.9.1b1, merge-branch-1622-9.9.2, merge-branch-1622-9.9.3, merge-branch-1622-9.9.4, and merge-branch-1622-master
Other repositories: cyrilgdn/bank-statement-reconcile

<img alt="License" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg"> <a name="bank-statement-operation-rules-for-early-payment-discount"></a> <h2>Bank Statement Operation Rules for Early Payment Discount</h2> <p>Extends the <em>Bank Statement Operation Rules</em> with a new rule, the <strong>Early Payment Discount</strong> rule.</p> <p>It allows to automatically create a write-off entry for the amount paid by the customers when they received dunning fees (using the <strong>Account Credit Control</strong> module).</p> <a name="usage"></a> <h3>Usage</h3> <p>1. Look at <code>account_early_payment_discount</code> module in the project: <a class="reference external" href="https://github.com/OCA/account-payment">https://github.com/OCA/account-payment</a> to configure payment terms with an early payment discount.</p> <hr class="docutils" /> <p>2. Configure a <code>Reconciliation Models</code> in <code>Invoicing &gt; Dashboard &gt; Bank Card &gt; Reconciliation Models</code></p> <img alt="docs/operation_rule_menu.png" src="docs/operation_rule_menu.png" /> <img alt="docs/rule_model.png" src="docs/rule_model.png" /> <hr class="docutils" /> <p>3. Then configure a new Reconciliation Rule in <code>Invoicing &gt; Dashboard &gt; Bank Card &gt; Reconciliation Rules</code></p> <img alt="docs/rule.png" src="docs/rule.png" /> <hr class="docutils" /> <p>4. Then during reconciliation, if a bank statement line matches an invoice which has a payment term configured with early payment discount, this rule will verify if the remaining balance respects the early payment discount rules (discount percentage and payment delay). If true, the remaining balance will be automatically reconcile in the configured account.</p> <img alt="docs/reconcilation.png" src="docs/reconcilation.png" /> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/98/9.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> <a name="dependencies"></a> <h3>Dependencies</h3> <p>This module only works with the <code>account_early_payment_discount</code> module in the project: <a class="reference external" href="https://github.com/OCA/account-payment">https://github.com/OCA/account-payment</a></p> <a name="credits"></a> <h2>Credits</h2> <a name="contributors"></a> <h3>Contributors</h3> <ul class="simple"> <li>Cyril Gaudin &lt;<a class="reference external" href="mailto:cyril.gaudin&#64;camptocamp.com">cyril.gaudin&#64;camptocamp.com</a>&gt;</li> </ul> <a name="maintainer"></a> <h3>Maintainer</h3> <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>