Contract Management
by XFanis
| Technical name | xf_partner_contract |
| License | OPL-1 |
| Website | https://xfanis.dev/odoo.html |
| Extensions | Purchase Contract Management |
Contract Management
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
Approval Teams:
Users with role "Team Leader" can create unlimited different approval teams for each case: for example for purchase and sale contracts
Example approval workflow for purchase contracts.
Example approval workflow for sales contracts.
Some info for team leader to help to create approval workflows for contracts.
Contract Management:
Contracts are showed as list:
or kanban view:
Users of the module can initiate contract and approval process.
Some simple contract example:
Example of contract that contains lines:
After click to the "Confirm" button the system sends notification for approvers and contract goes to the "Approval" stage.
Contract Approval Process:
When document is waiting approval from particular user, the user sees the "Approve" and "Return for Correction" 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.
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.
When contract is fully approved the status becomes as "Running" and responsible person and followers receive notification about that.
After approval users can create customer invoices or vendor bills depending on contract type.
All changes are logged in the bottom:
Responsible user or approval team members can change visibility of contract to make it available for all users or only for followers
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.
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:
Also you can apply contract throughout invoice form:
Before:
After:
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.
Email: odoo@xfanis.dev
Telegram: https://t.me/xfanis
Twitter: https://twitter.com/XFanis_Dev
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.
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