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124 lines
5.1 KiB
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=================================
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Account Invoice Payment Retention
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=================================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:3777e106c2b9db81bc85f12be1c15069f383283a5b4dccab992fdfa8b2bcfd4c
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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:target: https://odoo-community.org/page/development-status
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:alt: Alpha
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github
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:target: https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_payment_retention
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:alt: OCA/account-invoicing
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-invoicing-16-0/account-invoicing-16-0-account_invoice_payment_retention
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module provide a feature to plan for retention during invoice / payment. And return it at later time.
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#. At Vendor Bill (or Customer Invoice), user can plan the retention by percent/amount
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#. At Payment, to retain the amount as planned (enforce / not enforce)
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#. At a later time, with another Vendor Bill (or Customer Invoice), user can select the retained payment in order to return it
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Note: This feature works on both customer invoice and vendor bill alike.
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.. IMPORTANT::
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This is an alpha version, the data model and design can change at any time without warning.
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Only for development or testing purpose, do not use in production.
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`More details on development status <https://odoo-community.org/page/development-status>`_
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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#. Go to menu > Invoicing > Configurations > Settings
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#. Enable Invoice's Retention on Payment
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#. Select the Retention Payable Account and Retention Receivalbe Account, make sure this account allow reconciliation
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#. Once setup, user will see new Retention fields in Customer Invoice / Vendor Bill.
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Usage
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=====
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**To plan for retention during invoice**
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#. Create new Vendor Bill (or Customer Invoice).
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#. Specify amount to retain, by percent or amount.
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#. Validate invoice as per normal.
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**To make payment retention**
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#. From the invoice, click Register Payment.
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#. On the payment window, system suggest the retention amount, click on helper toggle to apply it.
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#. By default, enforce retention is checked to ensure that, a valid retention amount and retention account is applied.
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#. Once ready, make payment as per normal. Journal Entry created with a retention account move line (to be cleared at later time).
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**Note:** System just help to validate retention. At the end, user can ignore the retention.
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**To return the retained amount**
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#. As time arrived to return the retained amount. Create the new Vendor Bill (or Customer Invoice).
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#. Select the partner. Return Retention field will list only uncleared retained amount for this partner.
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#. Select one or multiple payments (journal entry), system will auto populate the retained amount.
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#. Validate invoice as per normal, system will now clear (reconcile) that retention.
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#. Proceed to payment as per normal.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_invoice_payment_retention%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Ecosoft
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Contributors
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~~~~~~~~~~~~
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* `Ecosoft <http://ecosoft.co.th>`__:
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* Kitti U. <kittiu@ecosoft.co.th>
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* Saran Lim. <saranl@ecosoft.co.th>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_payment_retention>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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