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Marta Vázquez Rodríguez
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6 years ago | |
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migrations/11.0.2.0.0 | 7 years ago | |
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__init__.py | 7 years ago | |
__manifest__.py | 6 years ago |
README.rst
================================
Contracts Management - Recurring
================================
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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
=====
To use this module, you need to:
#. Go to Accounting -> Contracts and select or create a new contract.
#. Check *Generate recurring invoices automatically*.
#. Fill fields for selecting the recurrency and invoice parameters:
* Journal
* Pricelist
* Period. It can be any interval of days, weeks, months, months last day or
years.
* Start date and next invoice date.
* Invoicing type: pre-paid or post-paid.
#. Add the lines to be invoiced with the product, description, quantity and
price.
#. You can mark Auto-price? for having a price automatically obtained applying
the pricelist to the product price.
#. You have the possibility to use the markers #START# or #END# in the
description field to show the start and end date of the invoiced period.
#. Choosing between pre-paid and post-paid, you modify the dates that are shown
with the markers.
#. A cron is created with daily interval, but if you are in debug mode, you can
click on *Create invoices* to force this action.
#. Click *Show recurring invoices* link to show all invoices created by the
contract.
#. Click on *Print > Contract* menu to print contract report.
#. Click on *Send by Email* button to send contract by email.
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:%2011.0%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>
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/11.0/contract>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.