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[IMP] - A canceled contract line can't be set to auto-renew
[IMP] - A canceled contract line can't be set to auto-renew
[REF] Contract: pep8 [IMP] Contract: update USAGE section of README [IMP]call onchange_is_auto_renew when changing templatepull/207/head
sbejaoui
6 years ago
4 changed files with 135 additions and 100 deletions
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1contract/models/contract.py
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10contract/models/contract_line.py
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44contract/readme/USAGE.rst
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66contract/tests/test_contract.py
@ -1,27 +1,25 @@ |
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To use this module, you need to: |
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#. Contracts are in Invoicing -> Customers -> Customer and Invoicing -> Vendors -> Supplier Contracts |
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#. When creating a contract, fill fields for selecting the invoicing parameters: |
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|
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#. Go to Accounting -> Contracts and select or create a new contract. |
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#. Check *Generate recurring invoices automatically*. |
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#. Fill fields for selecting the recurrency and invoice parameters: |
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* a journal |
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* a price list (optional) |
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* Journal |
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* Pricelist |
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* Period. It can be any interval of days, weeks, months, months last day or |
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years. |
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* Start date and next invoice date. |
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* Invoicing type: pre-paid or post-paid. |
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#. And add the lines to be invoiced with: |
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|
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#. Add the lines to be invoiced with the product, description, quantity and |
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price. |
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#. You can mark Auto-price? for having a price automatically obtained applying |
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the pricelist to the product price. |
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#. You have the possibility to use the markers #START# or #END# in the |
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description field to show the start and end date of the invoiced period. |
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#. Choosing between pre-paid and post-paid, you modify the dates that are shown |
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with the markers. |
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#. A cron is created with daily interval, but if you are in debug mode, you can |
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click on *Create invoices* to force this action. |
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#. Click *Show recurring invoices* link to show all invoices created by the |
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* the product with a description, a quantity and a price |
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* the recurrence parameters: interval (days, weeks, months, months last day or years), |
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start date, date of next invoice (automatically computed, can be modified) and end date (optional) |
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* auto-price, for having a price automatically obtained from the price list |
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* #START# or #END# in the description field to display the start/end date of |
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the invoiced period in the invoice line description |
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* pre-paid (invoice at period start) or post-paid (invoice at start of next period) |
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|
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#. The "Generate Recurring Invoices from Contracts" cron runs daily to generate the invoices. |
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If you are in debug mode, you can click on the invoice creation button. |
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#. The *Show recurring invoices* shortcut on contracts shows all invoices created from the |
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contract. |
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#. Click on *Print > Contract* menu to print contract report. |
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#. Click on *Send by Email* button to send contract by email. |
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#. The contract report can be printed from the Print menu |
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#. The contract can be sent by email with the *Send by Email* button |
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#. Contract templates can be created from the Configuration -> Contracts -> Contract Templates menu. |
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They allow to define default journal, price list and lines when creating a contract. |
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To use it, just select the template on the contract and fields will be filled automatically. |
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