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contract/README.rst
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================================ ================================
Contracts Management - Recurring Recurring - Contracts Management
================================ ================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
@@ -44,33 +44,31 @@ user access rights.
Usage Usage
===== =====
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. * a journal
#. Check *Generate recurring invoices automatically*. * a price list (optional)
#. Fill fields for selecting the recurrency and invoice parameters:
* Journal #. And add the lines to be invoiced with:
* 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 * the product with a description, a quantity and a price
price. * the recurrence parameters: interval (days, weeks, months, months last day or years),
#. You can mark Auto-price? for having a price automatically obtained applying start date, date of next invoice (automatically computed, can be modified) and end date (optional)
the pricelist to the product price. * auto-price, for having a price automatically obtained from the price list
#. You have the possibility to use the markers #START# or #END# in the * #START# or #END# in the description field to display the start/end date of
description field to show the start and end date of the invoiced period. the invoiced period in the invoice line description
#. Choosing between pre-paid and post-paid, you modify the dates that are shown * pre-paid (invoice at period start) or post-paid (invoice at start of next period)
with the markers.
#. A cron is created with daily interval, but if you are in debug mode, you can #. The "Generate Recurring Invoices from Contracts" cron runs daily to generate the invoices.
click on *Create invoices* to force this action. If you are in debug mode, you can click on the invoice creation button.
#. Click *Show recurring invoices* link to show all invoices created by the #. The *Show recurring invoices* shortcut on contracts shows all invoices created from the
contract. contract.
#. Click on *Print > Contract* menu to print contract report. #. The contract report can be printed from the Print menu
#. Click on *Send by Email* button to send contract by email. #. 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 Known issues / Roadmap
====================== ======================
@@ -108,6 +106,9 @@ Contributors
* Vicent Cubells <vicent.cubells@tecnativa.com> * Vicent Cubells <vicent.cubells@tecnativa.com>
* Miquel Raïch <miquel.raich@eficent.com> * Miquel Raïch <miquel.raich@eficent.com>
* Souheil Bejaoui <souheil.bejaoui@acsone.eu> * 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 Maintainers
~~~~~~~~~~~ ~~~~~~~~~~~

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<head> <head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /> <meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
<title>Contracts Management - Recurring</title> <title>Recurring - Contracts Management</title>
<style type="text/css"> <style type="text/css">
/* /*
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</style> </style>
</head> </head>
<body> <body>
<div class="document" id="contracts-management-recurring"> <div class="document" id="recurring-contracts-management">
<h1 class="title">Contracts Management - Recurring</h1> <h1 class="title">Recurring - Contracts Management</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
@@ -393,33 +393,32 @@ user access rights.</p>
</div> </div>
<div class="section" id="usage"> <div class="section" id="usage">
<h1><a class="toc-backref" href="#id2">Usage</a></h1> <h1><a class="toc-backref" href="#id2">Usage</a></h1>
<p>To use this module, you need to:</p>
<ol class="arabic simple"> <ol class="arabic simple">
<li>Go to Accounting -&gt; Contracts and select or create a new contract.</li> <li>Contracts are in Invoicing -&gt; Customers -&gt; Customer and Invoicing -&gt; Vendors -&gt; Supplier Contracts</li>
<li>Check <em>Generate recurring invoices automatically</em>.</li> <li>When creating a contract, fill fields for selecting the invoicing parameters:<ul>
<li>Fill fields for selecting the recurrency and invoice parameters:<ul> <li>a journal</li>
<li>Journal</li> <li>a price list (optional)</li>
<li>Pricelist</li>
<li>Period. It can be any interval of days, weeks, months, months last day or
years.</li>
<li>Start date and next invoice date.</li>
<li>Invoicing type: pre-paid or post-paid.</li>
</ul> </ul>
</li> </li>
<li>Add the lines to be invoiced with the product, description, quantity and <li>And add the lines to be invoiced with:<ul>
price.</li> <li>the product with a description, a quantity and a price</li>
<li>You can mark Auto-price? for having a price automatically obtained applying <li>the recurrence parameters: interval (days, weeks, months, months last day or years),
the pricelist to the product price.</li> start date, date of next invoice (automatically computed, can be modified) and end date (optional)</li>
<li>You have the possibility to use the markers #START# or #END# in the <li>auto-price, for having a price automatically obtained from the price list</li>
description field to show the start and end date of the invoiced period.</li> <li>#START# or #END# in the description field to display the start/end date of
<li>Choosing between pre-paid and post-paid, you modify the dates that are shown the invoiced period in the invoice line description</li>
with the markers.</li> <li>pre-paid (invoice at period start) or post-paid (invoice at start of next period)</li>
<li>A cron is created with daily interval, but if you are in debug mode, you can </ul>
click on <em>Create invoices</em> to force this action.</li> </li>
<li>Click <em>Show recurring invoices</em> link to show all invoices created by the <li>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.</li>
<li>The <em>Show recurring invoices</em> shortcut on contracts shows all invoices created from the
contract.</li> contract.</li>
<li>Click on <em>Print &gt; Contract</em> menu to print contract report.</li> <li>The contract report can be printed from the Print menu</li>
<li>Click on <em>Send by Email</em> button to send contract by email.</li> <li>The contract can be sent by email with the <em>Send by Email</em> button</li>
<li>Contract templates can be created from the Configuration -&gt; Contracts -&gt; 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.</li>
</ol> </ol>
</div> </div>
<div class="section" id="known-issues-roadmap"> <div class="section" id="known-issues-roadmap">
@@ -456,6 +455,9 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
<li>Vicent Cubells &lt;<a class="reference external" href="mailto:vicent.cubells&#64;tecnativa.com">vicent.cubells&#64;tecnativa.com</a>&gt;</li> <li>Vicent Cubells &lt;<a class="reference external" href="mailto:vicent.cubells&#64;tecnativa.com">vicent.cubells&#64;tecnativa.com</a>&gt;</li>
<li>Miquel Raïch &lt;<a class="reference external" href="mailto:miquel.raich&#64;eficent.com">miquel.raich&#64;eficent.com</a>&gt;</li> <li>Miquel Raïch &lt;<a class="reference external" href="mailto:miquel.raich&#64;eficent.com">miquel.raich&#64;eficent.com</a>&gt;</li>
<li>Souheil Bejaoui &lt;<a class="reference external" href="mailto:souheil.bejaoui&#64;acsone.eu">souheil.bejaoui&#64;acsone.eu</a>&gt;</li> <li>Souheil Bejaoui &lt;<a class="reference external" href="mailto:souheil.bejaoui&#64;acsone.eu">souheil.bejaoui&#64;acsone.eu</a>&gt;</li>
<li>Thomas Binsfeld &lt;<a class="reference external" href="mailto:thomas.binsfeld&#64;acsone.eu">thomas.binsfeld&#64;acsone.eu</a>&gt;</li>
<li>Rafael Blasco &lt;<a class="reference external" href="mailto:rafael.blasco&#64;tecnativa.com">rafael.blasco&#64;tecnativa.com</a>&gt;</li>
<li>Guillaume Vandamme &lt;<a class="reference external" href="mailto:guillaume.vandamme&#64;acsone.eu">guillaume.vandamme&#64;acsone.eu</a>&gt;</li>
</ul> </ul>
</div> </div>
<div class="section" id="maintainers"> <div class="section" id="maintainers">