Update documentation of sale_advance_payment
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@@ -32,6 +32,7 @@ Version 6.6.0 - 2022-10-31
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* Bug fixes (see mercurial logs for details)
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Version 6.4.0 - 2022-05-02
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Fill origin name of invoice line from condition
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* Add support for Python 3.10
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@@ -39,34 +40,44 @@ Version 6.4.0 - 2022-05-02
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* Recall advance payment with negative quantity
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Version 6.2.0 - 2021-11-01
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--------------------------
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* Bug fixes (see mercurial logs for details)
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Version 6.0.0 - 2021-05-03
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--------------------------
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* Bug fixes (see mercurial logs for details)
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Version 5.8.0 - 2020-11-02
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Remove support for Python 3.5
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Version 5.6.0 - 2020-05-04
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--------------------------
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* Bug fixes (see mercurial logs for details)
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Version 5.4.0 - 2019-11-04
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--------------------------
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* Bug fixes (see mercurial logs for details)
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Version 5.2.0 - 2019-05-06
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Add unearned revenue on account type
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Version 5.0.0 - 2018-10-01
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Remove support for Python 2.7
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Version 4.8.0 - 2018-04-23
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--------------------------
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* Bug fixes (see mercurial logs for details)
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Version 4.6.0 - 2017-10-30
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--------------------------
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* Bug fixes (see mercurial logs for details)
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Version 4.4.0 - 2017-05-01
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--------------------------
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* Initial release
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@@ -0,0 +1,51 @@
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******
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Design
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******
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The *Sale Advance Payment Module* introduces and extends the following
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concepts.
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.. _model-sale.advance_payment_term:
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Sale Advance Payment Term
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=========================
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The *Sale Advance Payment Term* specifies how the advance payment amount is
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calculated for a `Sale <model-sale.sale>`.
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This payment allows for the supply and shipping of the sale.
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.. seealso::
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Sale advance payment terms are created and managed from the main menu item:
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|Sales --> Configuration --> Advance Payment Terms|__
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.. |Sales --> Configuration --> Advance Payment Terms| replace:: :menuselection:`Sales --> Configuration --> Advance Payment Terms`
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__ https://demo.tryton.org/model/sale.advance_payment_term
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.. _model-sale.sale:
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Sale
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====
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When the *Sale Advance Payment Module* is activated, the `Sale
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<sale:model-sale.sale>` is extended to allow defining an `Advance Payment Term
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<model-sale.advance_payment_term>`.
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When the sale is quoted, the advance payment lines are calculated using this
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term.
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When the sale is processed an `Invoice <account_invoice:model-account.invoice>`
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is created for each advance payment line.
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The final invoice is generated when these advance payment invoices are paid.
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Previously paid amounts are deducted from the final invoice.
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.. warning::
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If an advance payment invoice is cancelled and not recreated when processing
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the exception.
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The condition of the cancelled invoice will be concidered as met.
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.. seealso::
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The `Sale <sale:model-sale.sale>` concept is introduced by the :doc:`Sale
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Module <sale:index>`.
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@@ -1,47 +1,11 @@
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###########################
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Sale Advance Payment Module
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###########################
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The sale_advance_payment module adds support for advance payment management on
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the sale.
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The *Sale Advance Payment Module* manages advance payments for sales.
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The module adds a new document: the Advance Payment Term that defines how the
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shipment or the supply processes should be managed. Either process can be
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completely delayed until the advance payments are paid.
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.. toctree::
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:maxdepth: 2
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Two new fields are added to *Sale*:
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- *Advance Payment Term*
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- *Advance Payment Conditions*
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The conditions are computed at the quotation of the sale if a payment term is
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set.
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When the sale is processed the advance payment invoices are created, final
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invoices will be generated when this advance payment invoices are paid. Those
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invoices will take into the account the amount previously paid by the customer.
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.. warning::
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If an advance payment invoice is cancelled and not recreated when
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processing the exception. The condition of the cancelled invoice will be
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concidered as met.
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..
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Advance Payment Term
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********************
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It defines how advance payment invoices should be created and what they block
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until they are paid.
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- Name: The name of the term.
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- Lines:
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- Description: The description used for the invoice line.
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- Account: The account used for the invoice line. If it has default taxes,
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the taxes will be applied.
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- Block Supply: If checked, it prevents the creation of any supply request
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before the payment of the advance payment invoice.
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- Block Shipping: If checked, the shipments can not be packed before the
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payment of the advance payment invoice.
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- Invoice Delay: The delay to apply on the sale date for the date of the
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advance payment invoice.
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- Formula: It computes the amount of the invoice line.
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design
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releases
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@@ -0,0 +1,7 @@
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.. _releases-index:
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=============
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Release notes
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=============
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.. include:: ../CHANGELOG
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@@ -11,9 +11,12 @@ from setuptools import find_packages, setup
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def read(fname):
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return io.open(
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content = io.open(
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os.path.join(os.path.dirname(__file__), fname),
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'r', encoding='utf-8').read()
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content = re.sub(
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r'(?m)^\.\. toctree::\r?\n((^$|^\s.*$)\r?\n)*', '', content)
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return content
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def get_require_version(name):
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@@ -61,7 +64,8 @@ setup(name=name,
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download_url=download_url,
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project_urls={
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"Bug Tracker": 'https://bugs.tryton.org/',
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"Documentation": 'https://docs.tryton.org/',
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"Documentation": (
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'https://docs.tryton.org/modules-sale-advance-payment/'),
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"Forum": 'https://www.tryton.org/forum',
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"Source Code": 'https://code.tryton.org/tryton',
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},
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