Recurring - Contracts Management

by , ,
Odoo 5
v 9.0 v 11.0 v 12.0 Third Party 9149
Download for v 12.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 4357
Technical Name contract
LicenseAGPL-3
Websitehttps://github.com/OCA/contract
Versions 11.0 9.0 14.0 12.0 15.0 16.0 13.0
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Recurring - Contracts Management

Beta License: AGPL-3 OCA/contract Translate me on Weblate Try me on Runboat

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 contents

Configuration

To view discount field in contract line, you need to set Discount on lines in 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.

Usage

  1. Contracts are in Invoicing -> Customers -> Customer and Invoicing -> Vendors -> Supplier Contracts
  2. When creating a contract, fill fields for selecting the invoicing parameters:
    • a journal
    • a price list (optional)
  3. And add the lines to be invoiced with:
    • 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)
  4. 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.
  5. The Show recurring invoices shortcut on contracts shows all invoices created from the contract.
  6. The contract report can be printed from the Print menu
  7. The contract can be sent by email with the Send by Email button
  8. 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.
  • Contracts appear in portal to following users in every contract:
https://raw.githubusercontent.com/OCA/contract/12.0/contract/static/src/screenshots/portal-my.png https://raw.githubusercontent.com/OCA/contract/12.0/contract/static/src/screenshots/portal-list.png https://raw.githubusercontent.com/OCA/contract/12.0/contract/static/src/screenshots/portal-detail.png

Known issues / Roadmap

  • Recover states and others functional fields in Contracts.
  • Remove models/ir_ui_view.py in v13, where the workaround it contains is supported upstream.

Bug Tracker

Bugs are tracked on GitHub 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 welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • OpenERP SA
  • Tecnativa
  • LasLabs

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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 the OCA/contract project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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Please choose a rating from 1 to 5 for this module.
by
Yusuf Kapasi
on 5/3/21, 7:37 AM


Can we have it for 12e i.e. entreprise edition also.
by
Pradyot Natrajan Amancharla
on 9/20/19, 12:04 AM

We have been using this for our purchase contracts and recurring bills and invoices and has always been great using it. Now we have upgraded to Enterprise due to business needs and we find this lacking. Can we have this app for enterprise edition also??? odoo 12+e

by
Yusuf Kapasi
on 5/3/21, 7:36 AM

This module is very helpful and I am using this module in all available version.
Now I am going to update my modules in V13 to V14. 
So can we get this for Odoo V14?
Best regards,

Hello, I have got this error message
by
Jiang Jundong
on 1/12/21, 2:56 AM 
Error:
Odoo Server Error

Traceback (most recent call last):
  File "/opt/odoo12/odoo/odoo/models.py", line 1108, in _validate_fields
    check(self)
  File "/opt/odoo12/odoo/odoo/addons/base/models/ir_ui_view.py", line 351, in _check_xml
    self.postprocess_and_fields(view.model, view_doc, view.id)
  File "/opt/odoo12/odoo/odoo/addons/base/models/ir_ui_view.py", line 1109, in postprocess_and_fields
    self.raise_view_error("\n".join(msg_lines), view_id)
  File "/opt/odoo12/odoo/odoo/addons/base/models/ir_ui_view.py", line 548, in raise_view_error
    raise ValueError(message)
ValueError: Field 'is_blacklisted' used in attributes must be present in view but is missing:
 - 'is_blacklisted' in attrs="{'invisible': [('is_blacklisted', '=', False)]}"

Error context:
View `res.partner form`
[view_id: 2050, xml_id: n/a, model: res.partner, parent_id: 113]

During handling of the above exception, another exception occurred:

Traceback (most recent call last):
  File "/opt/odoo12/odoo/odoo/tools/convert.py", line 758, in parse
    self._tags[rec.tag](rec, de, mode=mode)
Very good module
by
Teddy
on 8/16/20, 4:30 PM

This module is very helpful. So can we also get it for Odoo V13? Best regards,

Odoo12 - From CRM Business Opportunity, Quotation and Sales Order to Recurrent Contract, Monthly Charged.
by
Latitude40 Research
on 7/26/20, 11:18 AM

Hi, first of all, thank you for your nice work. I would appreciate a hint about how to move from a business opportunity and quotation on CRM CE to Sales Order (Sales) and Customer Recurrent Contract (annual value, monthly charged it) on Invoicing module. We need to send a quotation to a customer. With the customer quotation approvals, we activate a contract and monthly invoice it. Any helo with this common business workflow will deeply appreciate it.

CRM - How to move from Opportunity and quotation to Sales Order and Contract? q
by
Latitude40 Research
on 7/26/20, 11:15 AM

Hi, first of all, thank you for your nice work. I would appreciate a hint about how to move from a business opportunity and quotation on CRM CE to Sales Order (Sales) and Customer Recurrent Contract (annual value, monthly charged it) on Invoicing module. We need to send a quotation to a customer. With the customer quotation approvals, we activate a contract and monthly invoice it. Any helo with this common business workflow will deeply appreciate it.

When will be available for V13?
by
Dhivya
on 10/30/19, 12:51 AM

Hi, I need this functionality for V13, please let us know when will be available.

When will this be available for Odoo v13?
by
IT Projects - Derosiers
on 10/10/19, 5:53 AM

Hello, When will this be available for Odoo v13