Metadata-Version: 2.1
Name: odoo-addon-contract_line_defer
Version: 18.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo-addon-contract==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Defer Contract Lines to avoid invoicing while start date unknown
Home-page: https://github.com/OCA/contract
License: AGPL-3
Author: ACSONE SA/NV,Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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===================
Contract Line Defer
===================

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Enable to defer contract line's invoicing. If a contract line start date
is not known, it can be deferred. It will not be invoiced until manually
activated.

**Table of contents**

.. contents::
   :local:

Use Cases / Context
===================

BUSINESS NEED:

- Your company sells contracts which start dates are not known at the
  conclusion of the sale.
- Lines which start dates are not confirmed should not be invoiced

APPROACH:

- This module adds a "deferred" flag on the contract line, that can be
  enabled and disabled via a button
- A deferred line is not invoiced until manually activated
- A company setting allows deferring all contract lines by default

USEFUL INFORMATION:

- Use the module **contract_line_defer_product** when also using
  contract products (module **product_contract**)

Configuration
=============

To configure this module, you need to:

1. Go to *Invoicing/Accounting* > Configuration > Settings > Contract
2. Select **Defer contract line start** if you want to defer contract
   lines by default. Use this setting if you sell contracts which start
   dates are unknown at the conclusion of the sale.

Usage
=====

Optional Settings
-----------------

1. Go to *Invoicing/Accounting* > Configuration > Settings > Contract
2. Select **Defer contract line start** if you want to defer contract
   lines by default. Use this setting if you sell contracts which start
   dates are unknown at the conclusion of the sale.

|Company Settings|

Add a contract line
-------------------

When adding a contract line, you can select **Deferred** instead of a
start date

|New Contract Line|

Modify a contract line
----------------------

An existing contract line can be deferred and activated via a button on
the line

|Edit Contract Line|

Activate a contract line
------------------------

When activating a line, a new start (and optionally end) date can be
chosen.

.. |Company Settings| image:: https://raw.githubusercontent.com/OCA/contract/18.0/contract_line_defer/static/src/company_settings.png
.. |New Contract Line| image:: https://raw.githubusercontent.com/OCA/contract/18.0/contract_line_defer/static/src/contract_line_new.png
.. |Edit Contract Line| image:: https://raw.githubusercontent.com/OCA/contract/18.0/contract_line_defer/static/src/contract_line_edit.png

Known issues / Roadmap
======================

A bridge to the ``contract_service_dates`` module could be envisioned,
so that activating a deferred contract line also sets its service dates
accordingly.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/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 <https://github.com/OCA/contract/issues/new?body=module:%20contract_line_defer%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* ACSONE SA/NV

Contributors
------------

- Tobias Zehntner tobias.zehntner@acsone.eu (ACSONE SA/NV)

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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 <https://github.com/OCA/contract/tree/18.0/contract_line_defer>`_ project on GitHub.

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