Odoo Community Association

Contract Line Defer

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

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

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.

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. 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

  • ACSONE SA/NV

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.