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HTML
497 lines
16 KiB
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<body>
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<div class="document" id="recurring-contracts-management">
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<h1 class="title">Recurring - Contracts Management</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/contract/tree/14.0/contract"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/contract-14-0/contract-14-0-contract"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/110/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>This module enables contracts management with recurring
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invoicing functions. Also you can print and send by email contract report.</p>
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<p>It works for customer contract and supplier contracts.</p>
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<p>Contracts are shown in portal.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
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<p>To view discount field in contract line, you need to set <em>Discount on lines</em> in
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user access rights.</p>
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<p>Contracts can be viewed on the portal (list and detail) if the user logged into the portal is a follower of the contract.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id2">Usage</a></h1>
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<ol class="arabic simple">
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<li>Contracts are in Invoicing -> Customers -> Customer and Invoicing -> Vendors -> Supplier Contracts</li>
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<li>When creating a contract, fill fields for selecting the invoicing parameters:<ul>
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<li>a journal</li>
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<li>a price list (optional)</li>
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</ul>
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</li>
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<li>And add the lines to be invoiced with:<ul>
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<li>the product with a description, a quantity and a price</li>
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<li>the recurrence parameters: interval (days, weeks, months, months last day or years),
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start date, date of next invoice (automatically computed, can be modified) and end date (optional)</li>
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<li>auto-price, for having a price automatically obtained from the price list</li>
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<li>#START# or #END# in the description field to display the start/end date of
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the invoiced period in the invoice line description</li>
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<li>pre-paid (invoice at period start) or post-paid (invoice at start of next period)</li>
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</ul>
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</li>
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<li>The “Generate Recurring Invoices from Contracts” cron runs daily to generate the invoices.
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If you are in debug mode, you can click on the invoice creation button.</li>
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<li>The <em>Show recurring invoices</em> shortcut on contracts shows all invoices created from the
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contract.</li>
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<li>The contract report can be printed from the Print menu</li>
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<li>The contract can be sent by email with the <em>Send by Email</em> button</li>
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<li>Contract templates can be created from the Configuration -> Contracts -> Contract Templates menu.
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They allow to define default journal, price list and lines when creating a contract.
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To use it, just select the template on the contract and fields will be filled automatically.</li>
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<li>Contracts are displayed into followers’ user portal.</li>
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</ol>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1>
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<ul class="simple">
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<li>Recover states and others functional fields in Contracts.</li>
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<li>Add recurrence flag at template level.</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>.
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||
In case of trouble, please check there if your issue has already been reported.
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||
If you spotted it first, help us smashing it by providing a detailed and welcomed
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||
<a class="reference external" href="https://github.com/OCA/contract/issues/new?body=module:%20contract%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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||
<p>Do not contact contributors directly about support or help with technical issues.</p>
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||
</div>
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||
<div class="section" id="credits">
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<h1><a class="toc-backref" href="#id5">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id6">Authors</a></h2>
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||
<ul class="simple">
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||
<li>Tecnativa</li>
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<li>ACSONE SA/NV</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#id7">Contributors</a></h2>
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<ul>
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<li><p class="first">Angel Moya <<a class="reference external" href="mailto:angel.moya@domatix.com">angel.moya@domatix.com</a>></p>
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</li>
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||
<li><p class="first">Dave Lasley <<a class="reference external" href="mailto:dave@laslabs.com">dave@laslabs.com</a>></p>
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||
</li>
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||
<li><p class="first">Miquel Raïch <<a class="reference external" href="mailto:miquel.raich@eficent.com">miquel.raich@eficent.com</a>></p>
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||
</li>
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||
<li><p class="first">Souheil Bejaoui <<a class="reference external" href="mailto:souheil.bejaoui@acsone.eu">souheil.bejaoui@acsone.eu</a>></p>
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||
</li>
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||
<li><p class="first">Thomas Binsfeld <<a class="reference external" href="mailto:thomas.binsfeld@acsone.eu">thomas.binsfeld@acsone.eu</a>></p>
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||
</li>
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||
<li><p class="first">Guillaume Vandamme <<a class="reference external" href="mailto:guillaume.vandamme@acsone.eu">guillaume.vandamme@acsone.eu</a>></p>
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||
</li>
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||
<li><p class="first">Raphaël Reverdy <<a class="reference external" href="mailto:raphael.reverdy@akretion.com">raphael.reverdy@akretion.com</a>></p>
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||
</li>
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||
<li><p class="first"><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:</p>
|
||
<blockquote>
|
||
<ul class="simple">
|
||
<li>Pedro M. Baeza</li>
|
||
<li>Carlos Dauden</li>
|
||
<li>Vicent Cubells</li>
|
||
<li>Rafael Blasco</li>
|
||
<li>Víctor Martínez</li>
|
||
</ul>
|
||
</blockquote>
|
||
</li>
|
||
<li><p class="first">Iván Antón <<a class="reference external" href="mailto:ozono@ozonomultimedia.com">ozono@ozonomultimedia.com</a>></p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="maintainers">
|
||
<h2><a class="toc-backref" href="#id8">Maintainers</a></h2>
|
||
<p>This module is maintained by the OCA.</p>
|
||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||
<p>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.</p>
|
||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/contract/tree/14.0/contract">OCA/contract</a> project on GitHub.</p>
|
||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
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