Contract Line Defer
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:
Go to Invoicing/Accounting > Configuration > Settings > Contract
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
Go to Invoicing/Accounting > Configuration > Settings > Contract
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.
Add a contract line
When adding a contract line, you can select Deferred instead of a start date
Modify a contract line
An existing contract line can be deferred and activated via a button on the 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
Contributors
Tobias Zehntner tobias.zehntner@acsone.eu (ACSONE SA/NV)
Maintainers
This module is maintained by the OCA.
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.
Metadata
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