mirror of
https://github.com/OCA/contract.git
synced 2025-02-13 17:57:24 +02:00
513 lines
17 KiB
HTML
513 lines
17 KiB
HTML
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
|
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
|
|
<head>
|
|
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
|
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
|
|
<title>Recurring - Contracts Management</title>
|
|
<style type="text/css">
|
|
|
|
/*
|
|
:Author: David Goodger (goodger@python.org)
|
|
:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
|
|
:Copyright: This stylesheet has been placed in the public domain.
|
|
|
|
Default cascading style sheet for the HTML output of Docutils.
|
|
Despite the name, some widely supported CSS2 features are used.
|
|
|
|
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
|
|
customize this style sheet.
|
|
*/
|
|
|
|
/* used to remove borders from tables and images */
|
|
.borderless, table.borderless td, table.borderless th {
|
|
border: 0 }
|
|
|
|
table.borderless td, table.borderless th {
|
|
/* Override padding for "table.docutils td" with "! important".
|
|
The right padding separates the table cells. */
|
|
padding: 0 0.5em 0 0 ! important }
|
|
|
|
.first {
|
|
/* Override more specific margin styles with "! important". */
|
|
margin-top: 0 ! important }
|
|
|
|
.last, .with-subtitle {
|
|
margin-bottom: 0 ! important }
|
|
|
|
.hidden {
|
|
display: none }
|
|
|
|
.subscript {
|
|
vertical-align: sub;
|
|
font-size: smaller }
|
|
|
|
.superscript {
|
|
vertical-align: super;
|
|
font-size: smaller }
|
|
|
|
a.toc-backref {
|
|
text-decoration: none ;
|
|
color: black }
|
|
|
|
blockquote.epigraph {
|
|
margin: 2em 5em ; }
|
|
|
|
dl.docutils dd {
|
|
margin-bottom: 0.5em }
|
|
|
|
object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
|
|
overflow: hidden;
|
|
}
|
|
|
|
/* Uncomment (and remove this text!) to get bold-faced definition list terms
|
|
dl.docutils dt {
|
|
font-weight: bold }
|
|
*/
|
|
|
|
div.abstract {
|
|
margin: 2em 5em }
|
|
|
|
div.abstract p.topic-title {
|
|
font-weight: bold ;
|
|
text-align: center }
|
|
|
|
div.admonition, div.attention, div.caution, div.danger, div.error,
|
|
div.hint, div.important, div.note, div.tip, div.warning {
|
|
margin: 2em ;
|
|
border: medium outset ;
|
|
padding: 1em }
|
|
|
|
div.admonition p.admonition-title, div.hint p.admonition-title,
|
|
div.important p.admonition-title, div.note p.admonition-title,
|
|
div.tip p.admonition-title {
|
|
font-weight: bold ;
|
|
font-family: sans-serif }
|
|
|
|
div.attention p.admonition-title, div.caution p.admonition-title,
|
|
div.danger p.admonition-title, div.error p.admonition-title,
|
|
div.warning p.admonition-title, .code .error {
|
|
color: red ;
|
|
font-weight: bold ;
|
|
font-family: sans-serif }
|
|
|
|
/* Uncomment (and remove this text!) to get reduced vertical space in
|
|
compound paragraphs.
|
|
div.compound .compound-first, div.compound .compound-middle {
|
|
margin-bottom: 0.5em }
|
|
|
|
div.compound .compound-last, div.compound .compound-middle {
|
|
margin-top: 0.5em }
|
|
*/
|
|
|
|
div.dedication {
|
|
margin: 2em 5em ;
|
|
text-align: center ;
|
|
font-style: italic }
|
|
|
|
div.dedication p.topic-title {
|
|
font-weight: bold ;
|
|
font-style: normal }
|
|
|
|
div.figure {
|
|
margin-left: 2em ;
|
|
margin-right: 2em }
|
|
|
|
div.footer, div.header {
|
|
clear: both;
|
|
font-size: smaller }
|
|
|
|
div.line-block {
|
|
display: block ;
|
|
margin-top: 1em ;
|
|
margin-bottom: 1em }
|
|
|
|
div.line-block div.line-block {
|
|
margin-top: 0 ;
|
|
margin-bottom: 0 ;
|
|
margin-left: 1.5em }
|
|
|
|
div.sidebar {
|
|
margin: 0 0 0.5em 1em ;
|
|
border: medium outset ;
|
|
padding: 1em ;
|
|
background-color: #ffffee ;
|
|
width: 40% ;
|
|
float: right ;
|
|
clear: right }
|
|
|
|
div.sidebar p.rubric {
|
|
font-family: sans-serif ;
|
|
font-size: medium }
|
|
|
|
div.system-messages {
|
|
margin: 5em }
|
|
|
|
div.system-messages h1 {
|
|
color: red }
|
|
|
|
div.system-message {
|
|
border: medium outset ;
|
|
padding: 1em }
|
|
|
|
div.system-message p.system-message-title {
|
|
color: red ;
|
|
font-weight: bold }
|
|
|
|
div.topic {
|
|
margin: 2em }
|
|
|
|
h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
|
|
h4.section-subtitle, h5.section-subtitle, h6.section-subtitle {
|
|
margin-top: 0.4em }
|
|
|
|
h1.title {
|
|
text-align: center }
|
|
|
|
h2.subtitle {
|
|
text-align: center }
|
|
|
|
hr.docutils {
|
|
width: 75% }
|
|
|
|
img.align-left, .figure.align-left, object.align-left, table.align-left {
|
|
clear: left ;
|
|
float: left ;
|
|
margin-right: 1em }
|
|
|
|
img.align-right, .figure.align-right, object.align-right, table.align-right {
|
|
clear: right ;
|
|
float: right ;
|
|
margin-left: 1em }
|
|
|
|
img.align-center, .figure.align-center, object.align-center {
|
|
display: block;
|
|
margin-left: auto;
|
|
margin-right: auto;
|
|
}
|
|
|
|
table.align-center {
|
|
margin-left: auto;
|
|
margin-right: auto;
|
|
}
|
|
|
|
.align-left {
|
|
text-align: left }
|
|
|
|
.align-center {
|
|
clear: both ;
|
|
text-align: center }
|
|
|
|
.align-right {
|
|
text-align: right }
|
|
|
|
/* reset inner alignment in figures */
|
|
div.align-right {
|
|
text-align: inherit }
|
|
|
|
/* div.align-center * { */
|
|
/* text-align: left } */
|
|
|
|
.align-top {
|
|
vertical-align: top }
|
|
|
|
.align-middle {
|
|
vertical-align: middle }
|
|
|
|
.align-bottom {
|
|
vertical-align: bottom }
|
|
|
|
ol.simple, ul.simple {
|
|
margin-bottom: 1em }
|
|
|
|
ol.arabic {
|
|
list-style: decimal }
|
|
|
|
ol.loweralpha {
|
|
list-style: lower-alpha }
|
|
|
|
ol.upperalpha {
|
|
list-style: upper-alpha }
|
|
|
|
ol.lowerroman {
|
|
list-style: lower-roman }
|
|
|
|
ol.upperroman {
|
|
list-style: upper-roman }
|
|
|
|
p.attribution {
|
|
text-align: right ;
|
|
margin-left: 50% }
|
|
|
|
p.caption {
|
|
font-style: italic }
|
|
|
|
p.credits {
|
|
font-style: italic ;
|
|
font-size: smaller }
|
|
|
|
p.label {
|
|
white-space: nowrap }
|
|
|
|
p.rubric {
|
|
font-weight: bold ;
|
|
font-size: larger ;
|
|
color: maroon ;
|
|
text-align: center }
|
|
|
|
p.sidebar-title {
|
|
font-family: sans-serif ;
|
|
font-weight: bold ;
|
|
font-size: larger }
|
|
|
|
p.sidebar-subtitle {
|
|
font-family: sans-serif ;
|
|
font-weight: bold }
|
|
|
|
p.topic-title {
|
|
font-weight: bold }
|
|
|
|
pre.address {
|
|
margin-bottom: 0 ;
|
|
margin-top: 0 ;
|
|
font: inherit }
|
|
|
|
pre.literal-block, pre.doctest-block, pre.math, pre.code {
|
|
margin-left: 2em ;
|
|
margin-right: 2em }
|
|
|
|
pre.code .ln { color: gray; } /* line numbers */
|
|
pre.code, code { background-color: #eeeeee }
|
|
pre.code .comment, code .comment { color: #5C6576 }
|
|
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
|
|
pre.code .literal.string, code .literal.string { color: #0C5404 }
|
|
pre.code .name.builtin, code .name.builtin { color: #352B84 }
|
|
pre.code .deleted, code .deleted { background-color: #DEB0A1}
|
|
pre.code .inserted, code .inserted { background-color: #A3D289}
|
|
|
|
span.classifier {
|
|
font-family: sans-serif ;
|
|
font-style: oblique }
|
|
|
|
span.classifier-delimiter {
|
|
font-family: sans-serif ;
|
|
font-weight: bold }
|
|
|
|
span.interpreted {
|
|
font-family: sans-serif }
|
|
|
|
span.option {
|
|
white-space: nowrap }
|
|
|
|
span.pre {
|
|
white-space: pre }
|
|
|
|
span.problematic, pre.problematic {
|
|
color: red }
|
|
|
|
span.section-subtitle {
|
|
/* font-size relative to parent (h1..h6 element) */
|
|
font-size: 80% }
|
|
|
|
table.citation {
|
|
border-left: solid 1px gray;
|
|
margin-left: 1px }
|
|
|
|
table.docinfo {
|
|
margin: 2em 4em }
|
|
|
|
table.docutils {
|
|
margin-top: 0.5em ;
|
|
margin-bottom: 0.5em }
|
|
|
|
table.footnote {
|
|
border-left: solid 1px black;
|
|
margin-left: 1px }
|
|
|
|
table.docutils td, table.docutils th,
|
|
table.docinfo td, table.docinfo th {
|
|
padding-left: 0.5em ;
|
|
padding-right: 0.5em ;
|
|
vertical-align: top }
|
|
|
|
table.docutils th.field-name, table.docinfo th.docinfo-name {
|
|
font-weight: bold ;
|
|
text-align: left ;
|
|
white-space: nowrap ;
|
|
padding-left: 0 }
|
|
|
|
/* "booktabs" style (no vertical lines) */
|
|
table.docutils.booktabs {
|
|
border: 0px;
|
|
border-top: 2px solid;
|
|
border-bottom: 2px solid;
|
|
border-collapse: collapse;
|
|
}
|
|
table.docutils.booktabs * {
|
|
border: 0px;
|
|
}
|
|
table.docutils.booktabs th {
|
|
border-bottom: thin solid;
|
|
text-align: left;
|
|
}
|
|
|
|
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
|
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
|
font-size: 100% }
|
|
|
|
ul.auto-toc {
|
|
list-style-type: none }
|
|
|
|
</style>
|
|
</head>
|
|
<body>
|
|
<div class="document" id="recurring-contracts-management">
|
|
<h1 class="title">Recurring - Contracts Management</h1>
|
|
|
|
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
|
!! This file is generated by oca-gen-addon-readme !!
|
|
!! changes will be overwritten. !!
|
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
|
!! source digest: sha256:7d273d08afd4d7fdb22c7ceadab63e9bb8067cd2429032ae0ca9682575134ebc
|
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
|
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" 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 image-reference" href="https://github.com/OCA/contract/tree/15.0/contract"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/contract-15-0/contract-15-0-contract"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/contract&target_branch=15.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
|
<p>This module enables contracts management with recurring
|
|
invoicing functions. Also you can print and send by email contract report.</p>
|
|
<p>It works for customer contract and supplier contracts.</p>
|
|
<p>Contracts are shown in portal.</p>
|
|
<p><strong>Table of contents</strong></p>
|
|
<div class="contents local topic" id="contents">
|
|
<ul class="simple">
|
|
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
|
|
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
|
|
<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-3">Known issues / Roadmap</a></li>
|
|
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
|
|
<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
|
|
<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
|
|
<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
|
|
<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
|
|
</ul>
|
|
</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="configuration">
|
|
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
|
|
<p>To view discount field in contract line, you need to set <em>Discount on lines</em> in
|
|
user access rights.</p>
|
|
<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>
|
|
</div>
|
|
<div class="section" id="usage">
|
|
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
|
|
<ol class="arabic simple">
|
|
<li>Contracts are in Invoicing -> Customers -> Customer and Invoicing -> Vendors -> Supplier Contracts</li>
|
|
<li>When creating a contract, fill fields for selecting the invoicing parameters:<ul>
|
|
<li>a journal</li>
|
|
<li>a price list (optional)</li>
|
|
</ul>
|
|
</li>
|
|
<li>And add the lines to be invoiced with:<ul>
|
|
<li>the product with a description, a quantity and a price</li>
|
|
<li>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)</li>
|
|
<li>auto-price, for having a price automatically obtained from the price list</li>
|
|
<li>#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 description</li>
|
|
<li>pre-paid (invoice at period start) or post-paid (invoice at start of next period)</li>
|
|
</ul>
|
|
</li>
|
|
<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>
|
|
<li>The contract report can be printed from the Print menu</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 -> 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.</li>
|
|
</ol>
|
|
<ul class="simple">
|
|
<li>Contracts appear in portal to following users in every contract:</li>
|
|
</ul>
|
|
<img alt="https://raw.githubusercontent.com/OCA/contract/15.0/contract/static/src/screenshots/portal-my.png" src="https://raw.githubusercontent.com/OCA/contract/15.0/contract/static/src/screenshots/portal-my.png" />
|
|
<img alt="https://raw.githubusercontent.com/OCA/contract/15.0/contract/static/src/screenshots/portal-list.png" src="https://raw.githubusercontent.com/OCA/contract/15.0/contract/static/src/screenshots/portal-list.png" />
|
|
<img alt="https://raw.githubusercontent.com/OCA/contract/15.0/contract/static/src/screenshots/portal-detail.png" src="https://raw.githubusercontent.com/OCA/contract/15.0/contract/static/src/screenshots/portal-detail.png" />
|
|
</div>
|
|
<div class="section" id="known-issues-roadmap">
|
|
<h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
|
|
<ul class="simple">
|
|
<li>Recover states and others functional fields in Contracts.</li>
|
|
<li>Add recurrence flag at template level.</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="bug-tracker">
|
|
<h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
|
|
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>.
|
|
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 welcomed
|
|
<a class="reference external" href="https://github.com/OCA/contract/issues/new?body=module:%20contract%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
|
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
|
</div>
|
|
<div class="section" id="credits">
|
|
<h1><a class="toc-backref" href="#toc-entry-5">Credits</a></h1>
|
|
<div class="section" id="authors">
|
|
<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
|
|
<ul class="simple">
|
|
<li>Tecnativa</li>
|
|
<li>ACSONE SA/NV</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="contributors">
|
|
<h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
|
|
<ul>
|
|
<li><p class="first">Angel Moya <<a class="reference external" href="mailto:angel.moya@domatix.com">angel.moya@domatix.com</a>></p>
|
|
</li>
|
|
<li><p class="first">Dave Lasley <<a class="reference external" href="mailto:dave@laslabs.com">dave@laslabs.com</a>></p>
|
|
</li>
|
|
<li><p class="first">Miquel Raïch <<a class="reference external" href="mailto:miquel.raich@eficent.com">miquel.raich@eficent.com</a>></p>
|
|
</li>
|
|
<li><p class="first">Souheil Bejaoui <<a class="reference external" href="mailto:souheil.bejaoui@acsone.eu">souheil.bejaoui@acsone.eu</a>></p>
|
|
</li>
|
|
<li><p class="first">Thomas Binsfeld <<a class="reference external" href="mailto:thomas.binsfeld@acsone.eu">thomas.binsfeld@acsone.eu</a>></p>
|
|
</li>
|
|
<li><p class="first">Guillaume Vandamme <<a class="reference external" href="mailto:guillaume.vandamme@acsone.eu">guillaume.vandamme@acsone.eu</a>></p>
|
|
</li>
|
|
<li><p class="first">Raphaël Reverdy <<a class="reference external" href="mailto:raphael.reverdy@akretion.com">raphael.reverdy@akretion.com</a>></p>
|
|
</li>
|
|
<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>
|
|
<li><p class="first"><a class="reference external" href="https://www.apsl.tech">[APSL]</a>:</p>
|
|
<blockquote>
|
|
<ul class="simple">
|
|
<li>Antoni Marroig <<a class="reference external" href="mailto:amarroig@apsl.net">amarroig@apsl.net</a>></li>
|
|
</ul>
|
|
</blockquote>
|
|
</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="maintainers">
|
|
<h2><a class="toc-backref" href="#toc-entry-8">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/15.0/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>
|
|
</html>
|