Package: odoo14-addon-contract
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.Contracts are shown in portal.Table of contentsConfigurationUsageKnown issues / RoadmapBug TrackerCreditsAuthorsContributorsMaintainersConfigurationTo view discount field in contract line, you need to setDiscount on linesin
user access rights.Contracts can be viewed on the portal (list and detail) if the user logged into the portal is a follower of the contract.UsageContracts are in Invoicing -> Customers -> Customer and Invoicing -> Vendors -> Supplier ContractsWhen creating a contract, fill fields for selecting the invoicing parameters:a journala price list (optional)And add the lines to be invoiced with:the product with a description, a quantity and a pricethe 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# - #END# or #INVOICEMONTHNAME# in the description field to display
the start/end date or the start month of the invoiced period in the invoice line descriptionpre-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.TheShow recurring invoicesshortcut on contracts shows all invoices created from the
contract.The contract report can be printed from the Print menuThe contract can be sent by email with theSend by EmailbuttonContract 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.Contracts appear in portal to following users in every contract:Known issues / RoadmapRecover states and others functional fields in Contracts.Add recurrence flag at template level.Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaACSONE SA/NVContributorsAngel Moya <angel.moya@domatix.com>Dave Lasley <dave@laslabs.com>Miquel Raïch <miquel.raich@eficent.com>Souheil Bejaoui <souheil.bejaoui@acsone.eu>Thomas Binsfeld <thomas.binsfeld@acsone.eu>Guillaume Vandamme <guillaume.vandamme@acsone.eu>Raphaël Reverdy <raphael.reverdy@akretion.com>Tecnativa:Pedro M. BaezaCarlos DaudenVicent CubellsRafael BlascoVíctor MartínezIván Antón <ozono@ozonomultimedia.com>Eric Antones <eantones@nuobit.com>MaintainersThis module is maintained by the OCA.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 theOCA/contractproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.