Author: |
Tecnativa, ACSONE SA/NV, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
13.0 |
Repository: |
OCA/contract |
Dependencies: |
account,
base,
product,
and
web |
Languages: |
HTML (401, 0.7%),
JavaScript (25, 0.0%),
PO File (53095, 88.5%),
Python (4582, 7.6%),
and
XML (1916, 3.2%) |
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,
14.0,
15.0,
and
9.0 |
Other repositories: |
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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/13.0/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-13-0/contract-13-0-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/110/13.0"><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><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>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<ol class="arabic simple">
<li>Contracts are in Invoicing -> Customers -> Customer and Invoicing -> Vendors -> 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 "Generate Recurring Invoices from Contracts" 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 -> Contracts -> 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>
<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:%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="#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 <<a class="reference external" href="mailto:angel.moya@domatix.com">angel.moya@domatix.com</a>></p>
</li>
<li><p class="first">Dave Lasley <<a class="reference external" href="mailto:dave@laslabs.com">dave@laslabs.com</a>></p>
</li>
<li><p class="first">Miquel Raïch <<a class="reference external" href="mailto:miquel.raich@eficent.com">miquel.raich@eficent.com</a>></p>
</li>
<li><p class="first">Souheil Bejaoui <<a class="reference external" href="mailto:souheil.bejaoui@acsone.eu">souheil.bejaoui@acsone.eu</a>></p>
</li>
<li><p class="first">Thomas Binsfeld <<a class="reference external" href="mailto:thomas.binsfeld@acsone.eu">thomas.binsfeld@acsone.eu</a>></p>
</li>
<li><p class="first">Guillaume Vandamme <<a class="reference external" href="mailto:guillaume.vandamme@acsone.eu">guillaume.vandamme@acsone.eu</a>></p>
</li>
<li><p class="first">Raphaël Reverdy <<a class="reference external" href="mailto:raphael.reverdy@akretion.com">raphael.reverdy@akretion.com</a>></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>
</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/13.0/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>
Dependency Graph