Author: |
Camptocamp, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
merge-branch-1622-13.0.0.5.0 |
Repository: |
camptocamp/account-reconcile |
Dependencies: |
account_early_payment_discount,
and
account_reconcile_rule |
Languages: |
HTML (372, 52.4%),
Python (227, 32.0%),
XML (24, 3.4%),
and
reStructuredText (87, 12.3%) |
Other branches: |
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Other repositories: |
grindtildeath/account-reconcile,
and
p-tombez/account-reconcile |
<h1 class="title">Early Payment Discount Reconciliation Rules</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/account-reconcile/tree/13.0/account_reconcile_rule_early_payment_discount"><img alt="OCA/account-reconcile" src="https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-reconcile-13-0/account-reconcile-13-0-account_reconcile_rule_early_payment_discount"><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/98/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>Extends the module <em>Account Reconcile Rules</em> with a new rule type :
<strong>Early Payment Discount</strong>.</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>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id7">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="installation"></a>
<h2><a class="toc-backref" href="#id1">Installation</a></h2>
<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="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<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 some <code>Reconciliation Models</code> in
<code>Invoicing > Dashboard > Bank Card > Reconciliation Models</code></p>
<img alt="https://raw.githubusercontent.com/OCA/account-reconcile/13.0/account_reconcile_rule_early_payment_discount/docs/operation_rule_menu.png" src="https://raw.githubusercontent.com/OCA/account-reconcile/13.0/account_reconcile_rule_early_payment_discount/docs/operation_rule_menu.png" />
<img alt="https://raw.githubusercontent.com/OCA/account-reconcile/13.0/account_reconcile_rule_early_payment_discount/docs/rule_model.png" src="https://raw.githubusercontent.com/OCA/account-reconcile/13.0/account_reconcile_rule_early_payment_discount/docs/rule_model.png" />
<hr class="docutils" />
<p>3. Then configure a new Reconciliation Rule in
<code>Invoicing > Dashboard > Bank Card > Reconciliation Rules</code></p>
<img alt="https://raw.githubusercontent.com/OCA/account-reconcile/13.0/account_reconcile_rule_early_payment_discount/docs/rule.png" src="https://raw.githubusercontent.com/OCA/account-reconcile/13.0/account_reconcile_rule_early_payment_discount/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 reconciled in the configured account.</p>
<img alt="https://raw.githubusercontent.com/OCA/account-reconcile/13.0/account_reconcile_rule_early_payment_discount/docs/reconcilation.png" src="https://raw.githubusercontent.com/OCA/account-reconcile/13.0/account_reconcile_rule_early_payment_discount/docs/reconcilation.png" />
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-reconcile/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/account-reconcile/issues/new?body=module:%20account_reconcile_rule_early_payment_discount%0Aversion:%2013.0%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="#id4">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id5">Authors</a></h3>
<ul class="simple">
<li>Camptocamp</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id6">Contributors</a></h3>
<ul class="simple">
<li>Cyril Gaudin <<a class="reference external" href="mailto:cyril.gaudin@camptocamp.com">cyril.gaudin@camptocamp.com</a>></li>
<li>Akim Juillerat <<a class="reference external" href="mailto:akim.juillerat@camptocamp.com">akim.juillerat@camptocamp.com</a>></li>
<li>Dung Tran <<a class="reference external" href="mailto:dungtd@trobz.com">dungtd@trobz.com</a>></li>
</ul>
<a name="other-credits"></a>
<h3><a class="toc-backref" href="#id7">Other credits</a></h3>
<p>The development of this module has been financially supported by:</p>
<ul class="simple">
<li>Camptocamp</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/account-reconcile/tree/13.0/account_reconcile_rule_early_payment_discount">OCA/account-reconcile</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>