OCA
/
contract
5
0
Fork 0
Code Issues Pull Requests Releases Wiki Activity
You can not select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
472 Commits
9 Branches
0 Tags
5.1 MiB
 
 
 
Tree: 2e0e4aa38b
Branches Tags
${ item.name }
Create tag ${ searchTerm }
Create branch ${ searchTerm }
from '2e0e4aa38b'
${ noResults }
contract/contract/README.rst

4.8 KiB
Raw Blame History 

================================
Recurring - Contracts Management
================================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
    :target: https://github.com/OCA/contract/tree/12.0/contract
    :alt: OCA/contract
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-contract
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
    :target: https://runbot.odoo-community.org/runbot/110/12.0
    :alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5| 

This module enables contracts management with recurring
invoicing functions. Also you can print and send by email contract report.

It works for customer contract and supplier contracts.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To view discount field in contract line, you need to set *Discount on lines* in
user access rights.

Usage
=====

#. Contracts are in Invoicing -> Customers -> Customer and Invoicing -> Vendors -> Supplier Contracts
#. When creating a contract, fill fields for selecting the invoicing parameters:

   * a journal
   * a price list (optional)

#. And add the lines to be invoiced with:

   * the product with a description, a quantity and a price
   * 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)
   * auto-price, for having a price automatically obtained from the price list
   * #START# or #END# in the description field to display the start/end date of
     the invoiced period in the invoice line description
   * pre-paid (invoice at period start) or post-paid (invoice at start of next period)

#. 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.
#. The *Show recurring invoices* shortcut on contracts shows all invoices created from the
   contract.
#. The contract report can be printed from the Print menu
#. The contract can be sent by email with the *Send by Email* button
#. 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.

Known issues / Roadmap
======================

* Recover states and others functional fields in Contracts.


Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
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
`feedback <https://github.com/OCA/contract/issues/new?body=module:%20contract%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* OpenERP SA
* Tecnativa
* LasLabs

Contributors
~~~~~~~~~~~~

* Pedro M. Baeza <pedro.baeza@tecnativa.com>
* Carlos Dauden <carlos.dauden@tecnativa.com>
* Angel Moya <angel.moya@domatix.com>
* Dave Lasley <dave@laslabs.com>
* Vicent Cubells <vicent.cubells@tecnativa.com>
* Miquel Raïch <miquel.raich@eficent.com>
* Souheil Bejaoui <souheil.bejaoui@acsone.eu>
* Thomas Binsfeld <thomas.binsfeld@acsone.eu>
* Rafael Blasco <rafael.blasco@tecnativa.com>
* Guillaume Vandamme <guillaume.vandamme@acsone.eu>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/12.0/contract>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.