Contract Management

by
Odoo

32.51

v 14.0 Third Party 89
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Lines of code 1797
Technical Name xf_partner_contract
LicenseOPL-1
Websitehttps://xfanis.dev/odoo.html
Versions 17.0 16.0 13.0 14.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Lines of code 1797
Technical Name xf_partner_contract
LicenseOPL-1
Websitehttps://xfanis.dev/odoo.html
Versions 17.0 16.0 13.0 14.0 15.0

Contract Management

Improve your contract management and approval process!

Dynamic, Customizable and Flexible approval system for contracts.

Using approved/validated contracts to control creation of customer invoices and vendor bills.

Key Features:

  • Validating contract with or without approval process
  • Using teams to organize approval workflow for contracts
  • Unlimited steps/levels of contract approval with email notifications
  • Using contracts to create contract more quickly
  • Using contracts as template of customer invoices or vendor bills
  • Expiring/Closing contracts automatically depending on End Date or Last Payment Date
  • Multi-Company and Multi-Currency features of Odoo System are supported
  • Each user of the module can initiate contract adding

Module Settings:

After installing the module, administrator can enable using contract for invoices and approval workflow for contracts

Contract Management Module Settings


Approval Teams:

Users with role "Team Leader" can create unlimited different approval teams for each case: for example for purchase and sale contracts

Approval Teams

Example approval workflow for purchase contracts.

Approval Team Form Purchase Contract

Example approval workflow for sales contracts.

Approval Team Form Sales Contract

Some info for team leader to help to create approval workflows for contracts.

Approval Team Help


Contract Management:

Contracts are showed as list:

Contracts List

or kanban view:

Contracts Kanban

Users of the module can initiate contract and approval process.

Some simple contract example:

Simple Contract

Example of contract that contains lines:

Contract with lines

After click to the "Confirm" button the system sends notification for approvers and contract goes to the "Approval" stage.

Contract Under Approval


Contract Approval Process:

When document is waiting approval from particular user, the user sees the "Approve" and "Return for Correction" buttons

Contract Approve/Cancel Buttons

If approver wants to return document for correction he/she can do it by clicking the "Return for Correction" button and entering comments with reason.

Return for Correction Wizard

If approver return document, responsible person receives notification and can make corrections.

If approver approves contract, the document goes to next approval stage:

Current approvers have the "Pending" status in the "Approvers" tab.

Contract Approved by User

When contract is fully approved the status becomes as "Running" and responsible person and followers receive notification about that.

Fully Approved Contract

After approval users can create customer invoices or vendor bills depending on contract type.

Running Contract

All changes are logged in the bottom:

Contract Logs

Responsible user or approval team members can change visibility of contract to make it available for all users or only for followers

Contract Visibility


Each day system checks and updates states of contracts using "End Date" and "Last Payment Date".

One week before the expiration contract is blocked and marked as red. An activity is scheduled for responsible person.

Contract Blocked

User can close contract or mark to renew. After renewal contract should be approved again.

Contract to Invoice:

Each contract can help create invoices more quickly just by clicking the "Create Invoice" button:

Contract to Invoice

Also you can apply contract throughout invoice form:

Before:

Invoice before applying contract

After:

Invoice after applying contract

Thus you can use contracts as template for new invoices.

Please note that to send email notifications to approvers an outgoing email server should be configured.

If your Mail Transfer Agent (MTA) supports SRS (Sender Rewriting Scheme), your users can send and receive notification. However, that is more complex and requires more technical knowledge.

Instead, you can install additional module to Replace "Email From" and "Reply To" parameters of outgoing emails.

Please note: additional submodules are available for this module:
  1. Purchase Contracts
  2. Sale Contracts
Logo
Contact me for Support, Customization, Implementation:
Email: xfanis.dev@gmail.com
Telegram: https://t.me/xfanis
Twitter: https://twitter.com/XFanis_Dev
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.