===================
Account commissions
===================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:8ba2b2321dee20dece1882cb3f664fb78a27b4fbccb785d1f5410b7d009889c6
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcommission-lightgray.png?logo=github
:target: https://github.com/OCA/commission/tree/16.0/account_commission
:alt: OCA/commission
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/commission-16-0/commission-16-0-account_commission
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/commission&target_branch=16.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module adds the function to calculate commissions in invoices (account moves).
It also allows to create vendor bills from settlements for external agents.
This module depends on the commission module.
**Table of contents**
.. contents::
:local:
Configuration
=============
For selecting invoice status in commissions:
#. Edit or create a new record to select the invoice status for settling the commissions.
* **Invoice Based**: Commissions are settled when the invoice is issued.
* **Payment Based**: Commissions are settled when the invoice is paid or refunded.
Note that when refunding an invoice, the corresponding reversed commission will
be settled as well, resulting in a 0 net commission between both operations.
Usage
=====
For adding commissions on invoices:
#. Go to *Invoicing > Customers > Invoices*.
#. Edit or create a new record.
#. When you have selected a partner, each new invoice line you add will have
the agents and commissions set at customer level.
#. You can add, modify or delete these agents discretely clicking on the
icon with several persons represented, next to the "Commission" field in the
list. This icon will be available only if the line hasn't been invoiced yet.
#. If you have configured your system for editing lines in a popup window,
agents will appear also in this window.
#. The agents icon will be in this ocassion visible when the line hasn't been
settled.
#. You have a button "Regenerate agents" on the bottom of the page
"Invoice Lines" for forcing a recompute of all agents from the partner setup.
This is needed for example when you have changed the partner on the
invoice having already inserted lines.
For invoicing the settlements (only for external agents):
#. Go to *Invoicing > Commissions > Create Commission Invoices*.
#. On the window that appears, you can select following data:
* Product. It should be a service product for being coherent.
* Journal: To be selected between existing purchase journals.
* Date: If you want to choose a specific invoice date. You can leave it
blank if you prefer.
* Settlements: For selecting specific settlements to invoice. You can leave
it blank as well for invoicing all the pending settlements.
If you want to invoice a/some specific settlement/s:
#. Navigate to *Invoicing > Commissions > Invoices Settlements*.
#. Select it/them on the list.
#. Click on *Action > Create Commission Invoices*.
#. You can as well enter in one settlement, and click on the "Make invoice"
button.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/commission/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 <https://github.com/OCA/commission/issues/new?body=module:%20account_commission%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Tecnativa
Contributors
~~~~~~~~~~~~
* Pexego.
* Davide Corio <davide.corio@domsense.com>
* Joao Alfredo Gama Batista <joao.gama@savoirfairelinux.com>
* Sandy Carter <sandy.carter@savoirfairelinux.com>
* Giorgio Borelli <giorgio.borelli@abstract.it>
* Daniel Campos <danielcampos@avanzosc.es>
* Oihane Crucelaegui <oihanecruce@gmail.com>
* Nicola Malcontenti <nicola.malcontenti@agilebg.com>
* Aitor Bouzas <aitor.bouzas@adaptivecity.com>
* Alexei Rivera <arivera@archeti.com>
* `Tecnativa <https://www.tecnativa.com>`__:
* Pedro M. Baeza
* Manuel Calero
* Sergio Teruel
* `Quartile <https://www.quartile.co>`__:
* Aung Ko Ko Lin
* Yoshi Tashiro
* `Studio73 <https://www.studio73.es>`__:
* Ethan Hildick
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px
:target: https://github.com/pedrobaeza
:alt: pedrobaeza
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-pedrobaeza|
This module is part of the `OCA/commission <https://github.com/OCA/commission/tree/16.0/account_commission>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
Raw data
{
"_id": null,
"home_page": "https://github.com/OCA/commission",
"name": "odoo-addon-account-commission",
"maintainer": null,
"docs_url": null,
"requires_python": ">=3.10",
"maintainer_email": null,
"keywords": null,
"author": "Tecnativa, Odoo Community Association (OCA)",
"author_email": "support@odoo-community.org",
"download_url": null,
"platform": null,
"description": "===================\nAccount commissions\n===================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:8ba2b2321dee20dece1882cb3f664fb78a27b4fbccb785d1f5410b7d009889c6\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcommission-lightgray.png?logo=github\n :target: https://github.com/OCA/commission/tree/16.0/account_commission\n :alt: OCA/commission\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/commission-16-0/commission-16-0-account_commission\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/commission&target_branch=16.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module adds the function to calculate commissions in invoices (account moves).\n\nIt also allows to create vendor bills from settlements for external agents.\n\nThis module depends on the commission module.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nFor selecting invoice status in commissions:\n\n#. Edit or create a new record to select the invoice status for settling the commissions.\n\n * **Invoice Based**: Commissions are settled when the invoice is issued.\n * **Payment Based**: Commissions are settled when the invoice is paid or refunded.\n Note that when refunding an invoice, the corresponding reversed commission will\n be settled as well, resulting in a 0 net commission between both operations.\n\nUsage\n=====\n\nFor adding commissions on invoices:\n\n#. Go to *Invoicing > Customers > Invoices*.\n#. Edit or create a new record.\n#. When you have selected a partner, each new invoice line you add will have\n the agents and commissions set at customer level.\n#. You can add, modify or delete these agents discretely clicking on the\n icon with several persons represented, next to the \"Commission\" field in the\n list. This icon will be available only if the line hasn't been invoiced yet.\n#. If you have configured your system for editing lines in a popup window,\n agents will appear also in this window.\n#. The agents icon will be in this ocassion visible when the line hasn't been\n settled.\n#. You have a button \"Regenerate agents\" on the bottom of the page\n \"Invoice Lines\" for forcing a recompute of all agents from the partner setup.\n This is needed for example when you have changed the partner on the\n invoice having already inserted lines.\n\nFor invoicing the settlements (only for external agents):\n\n#. Go to *Invoicing > Commissions > Create Commission Invoices*.\n#. On the window that appears, you can select following data:\n\n * Product. It should be a service product for being coherent.\n * Journal: To be selected between existing purchase journals.\n * Date: If you want to choose a specific invoice date. You can leave it\n blank if you prefer.\n * Settlements: For selecting specific settlements to invoice. You can leave\n it blank as well for invoicing all the pending settlements.\n\nIf you want to invoice a/some specific settlement/s:\n\n#. Navigate to *Invoicing > Commissions > Invoices Settlements*.\n#. Select it/them on the list.\n#. Click on *Action > Create Commission Invoices*.\n#. You can as well enter in one settlement, and click on the \"Make invoice\"\n button.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/commission/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/commission/issues/new?body=module:%20account_commission%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Tecnativa\n\nContributors\n~~~~~~~~~~~~\n\n* Pexego.\n* Davide Corio <davide.corio@domsense.com>\n* Joao Alfredo Gama Batista <joao.gama@savoirfairelinux.com>\n* Sandy Carter <sandy.carter@savoirfairelinux.com>\n* Giorgio Borelli <giorgio.borelli@abstract.it>\n* Daniel Campos <danielcampos@avanzosc.es>\n* Oihane Crucelaegui <oihanecruce@gmail.com>\n* Nicola Malcontenti <nicola.malcontenti@agilebg.com>\n* Aitor Bouzas <aitor.bouzas@adaptivecity.com>\n* Alexei Rivera <arivera@archeti.com>\n\n* `Tecnativa <https://www.tecnativa.com>`__:\n\n * Pedro M. Baeza\n * Manuel Calero\n * Sergio Teruel\n\n* `Quartile <https://www.quartile.co>`__:\n\n * Aung Ko Ko Lin\n * Yoshi Tashiro\n\n* `Studio73 <https://www.studio73.es>`__:\n\n * Ethan Hildick\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px\n :target: https://github.com/pedrobaeza\n :alt: pedrobaeza\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-pedrobaeza| \n\nThis module is part of the `OCA/commission <https://github.com/OCA/commission/tree/16.0/account_commission>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
"bugtrack_url": null,
"license": "AGPL-3",
"summary": "Account commissions",
"version": "16.0.2.4.0",
"project_urls": {
"Homepage": "https://github.com/OCA/commission"
},
"split_keywords": [],
"urls": [
{
"comment_text": "",
"digests": {
"blake2b_256": "2df8e50513c2f47291cbada338d97606739f48321a83821074a853b3cf4fd050",
"md5": "1c1db95668dd7ccb205079526b171795",
"sha256": "06470fd3d9ed3a51bc9932c90405f531132b8ddfbc138cdb44c87c295215d3ef"
},
"downloads": -1,
"filename": "odoo_addon_account_commission-16.0.2.4.0-py3-none-any.whl",
"has_sig": false,
"md5_digest": "1c1db95668dd7ccb205079526b171795",
"packagetype": "bdist_wheel",
"python_version": "py3",
"requires_python": ">=3.10",
"size": 74964,
"upload_time": "2024-04-26T10:22:19",
"upload_time_iso_8601": "2024-04-26T10:22:19.472503Z",
"url": "https://files.pythonhosted.org/packages/2d/f8/e50513c2f47291cbada338d97606739f48321a83821074a853b3cf4fd050/odoo_addon_account_commission-16.0.2.4.0-py3-none-any.whl",
"yanked": false,
"yanked_reason": null
}
],
"upload_time": "2024-04-26 10:22:19",
"github": true,
"gitlab": false,
"bitbucket": false,
"codeberg": false,
"github_user": "OCA",
"github_project": "commission",
"travis_ci": false,
"coveralls": false,
"github_actions": true,
"lcname": "odoo-addon-account-commission"
}
JSON
