[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 template
This commit is contained in:
sbejaoui
2019-04-02 12:12:46 +02:00
committed by Jean-Charles Drubay
parent 280727e5cf
commit 1250997cd6
4 changed files with 135 additions and 100 deletions

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@@ -1,27 +1,25 @@
To use this module, you need to:
#. Contracts are in Invoicing -> Customers -> Customer and Invoicing -> Vendors -> Supplier Contracts
#. When creating a contract, fill fields for selecting the invoicing parameters:
#. 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:
* a journal
* a price list (optional)
* 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.
#. And add the lines to be invoiced with:
#. 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
* 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.
#. Click on *Print > Contract* menu to print contract report.
#. Click on *Send by Email* button to send contract by email.
#. 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.