contract

History

Thomas Binsfeld e167562a20 [REF] Contract: use context_today instead of time in filters		6 years ago
..
data	[IMP] - store last_date_invoiced on contract_line	5 years ago
i18n	Merge PR #372 into 12.0	5 years ago
migrations	[IMP] Contract: matching invoice view depending on contract type	5 years ago
models	[IMP]pass the payment term to the contract from the partner	5 years ago
readme	[IMP] - A canceled contract line can't be set to auto-renew	5 years ago
report	[IMP] - Make recurrence mechanism on contract line	5 years ago
security	[FIX] contract: Let billing users have access rights for contracts (#159)	6 years ago
static/description	[UPD] README.rst	5 years ago
tests	[IMP] - A canceled contract line can't be set to auto-renew	5 years ago
views	[REF] Contract: use context_today instead of time in filters	5 years ago
wizards	[ADD] - Add more value for auto_renew_rule_type	5 years ago
README.rst	[UPD] README.rst	6 years ago
__init__.py	[12.0][IMP] - Add strat/stop wizard to contract line	5 years ago
__manifest__.py	[ADD] - Add more value for auto_renew_rule_type	5 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:%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>

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.