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account_commission

Author: Tecnativa, Odoo Community Association (OCA)
License: AGPL-3
Branch: 16.0
Repository: brain-tec/commission
Dependencies: account, and commission
Languages: HTML (410, 16.9%), PO File (223, 9.2%), Python (992, 40.8%), SVG (186, 7.7%), XML (475, 19.6%), and reStructuredText (143, 5.9%)
Other branches: 15.0
Other repositories: Change2improve/commission, Gabinete-Digital/commission, OCA/commission, Studio73/commission, Tecnativa/commission, and zarumaru/commission

<h1 class="title">Account commissions</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/commission/tree/16.0/account_commission"><img alt="OCA/commission" src="https://img.shields.io/badge/github-OCA%2Fcommission-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/commission-16-0/commission-16-0-account_commission"><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/165/16.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module adds the function to calculate commissions in invoices (account moves).</p> <p>It also allows to create vendor bills from settlements for external agents.</p> <p>This module depends on the commission 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="#configuration" id="id1">Configuration</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="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>For selecting invoice status in commissions:</p> <ol class="arabic simple"> <li>Edit or create a new record to select the invoice status for settling the commissions.<ul> <li><strong>Invoice Based</strong>: Commissions are settled when the invoice is issued.</li> <li><strong>Payment Based</strong>: Commissions are settled when the invoice is paid.</li> </ul> </li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>For adding commissions on invoices:</p> <ol class="arabic simple"> <li>Go to <em>Invoicing &gt; Customers &gt; Invoices</em>.</li> <li>Edit or create a new record.</li> <li>When you have selected a partner, each new invoice line you add will have the agents and commissions set at customer level.</li> <li>You can add, modify or delete these agents discretely clicking on the icon with several persons represented, next to the &quot;Commission&quot; field in the list. This icon will be available only if the line hasn't been invoiced yet.</li> <li>If you have configured your system for editing lines in a popup window, agents will appear also in this window.</li> <li>The agents icon will be in this ocassion visible when the line hasn't been settled.</li> <li>You have a button &quot;Regenerate agents&quot; on the bottom of the page &quot;Invoice Lines&quot; for forcing a recompute of all agents from the partner setup. This is needed for example when you have changed the partner on the invoice having already inserted lines.</li> </ol> <p>For invoicing the settlements (only for external agents):</p> <ol class="arabic simple"> <li>Go to <em>Invoicing &gt; Commissions &gt; Create Commission Invoices</em>.</li> <li>On the window that appears, you can select following data:<ul> <li>Product. It should be a service product for being coherent.</li> <li>Journal: To be selected between existing purchase journals.</li> <li>Date: If you want to choose a specific invoice date. You can leave it blank if you prefer.</li> <li>Settlements: For selecting specific settlements to invoice. You can leave it blank as well for invoicing all the pending settlements.</li> </ul> </li> </ol> <p>If you want to invoice a/some specific settlement/s:</p> <ol class="arabic simple"> <li>Navigate to <em>Invoicing &gt; Commissions &gt; Invoices Settlements</em>.</li> <li>Select it/them on the list.</li> <li>Click on <em>Action &gt; Create Commission Invoices</em>.</li> <li>You can as well enter in one settlement, and click on the &quot;Make invoice&quot; button.</li> </ol> <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/commission/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/commission/issues/new?body=module:%20account_commission%0Aversion:%2016.0%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>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li>Pexego.</li> <li>Davide Corio &lt;<a class="reference external" href="mailto:davide.corio&#64;domsense.com">davide.corio&#64;domsense.com</a>&gt;</li> <li>Joao Alfredo Gama Batista &lt;<a class="reference external" href="mailto:joao.gama&#64;savoirfairelinux.com">joao.gama&#64;savoirfairelinux.com</a>&gt;</li> <li>Sandy Carter &lt;<a class="reference external" href="mailto:sandy.carter&#64;savoirfairelinux.com">sandy.carter&#64;savoirfairelinux.com</a>&gt;</li> <li>Giorgio Borelli &lt;<a class="reference external" href="mailto:giorgio.borelli&#64;abstract.it">giorgio.borelli&#64;abstract.it</a>&gt;</li> <li>Daniel Campos &lt;<a class="reference external" href="mailto:danielcampos&#64;avanzosc.es">danielcampos&#64;avanzosc.es</a>&gt;</li> <li>Oihane Crucelaegui &lt;<a class="reference external" href="mailto:oihanecruce&#64;gmail.com">oihanecruce&#64;gmail.com</a>&gt;</li> <li>Nicola Malcontenti &lt;<a class="reference external" href="mailto:nicola.malcontenti&#64;agilebg.com">nicola.malcontenti&#64;agilebg.com</a>&gt;</li> <li>Aitor Bouzas &lt;<a class="reference external" href="mailto:aitor.bouzas&#64;adaptivecity.com">aitor.bouzas&#64;adaptivecity.com</a>&gt;</li> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Pedro M. Baeza</li> <li>Manuel Calero</li> </ul> </li> <li><a class="reference external" href="https://www.quartile.co">Quartile</a>:<ul> <li>Aung Ko Ko Lin</li> <li>Yoshi Tashiro</li> </ul> </li> <li><a class="reference external" href="https://www.studio73.es">Studio73</a>:<ul> <li>Ethan Hildick</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/commission/tree/16.0/account_commission">OCA/commission</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>