Use Cases / Context

• Business need:

  • quotations are often structured with sections and notes to group the services offered,

  • when the sale is confirmed and a contract is generated, that structure should be kept so the contract and its invoices read like the quotation.

• Approach:

  • hook into the contract generation of product_contract,

  • recreate the section and note lines on the generated contract(s).

• Useful information:

  • depends on product_contract,

  • works well together with contract_layout_category_hide_detail, which also propagates the per-section display settings.

Usage

• Create a sale order with contract products and organise its lines with sections and notes.

• Confirm the order (or use Create Contract) to generate the contract(s).

• The generated contract(s) reproduce the order’s sections and notes:

  • a section appears on the contract of each product it spans (up to the next section), so a section shared by several contracts is repeated in each,

  • a note appears on the contract of the product line above it.

• When upselling or downselling an existing contract from a new sale order:

  • a section the contract already has is not duplicated,

  • a new section present on the order is added to the contract.

Known issues / Roadmap

• contract_sale_generation extension module: pass sections from contract to sales

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

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.