Update documentation of sale_advance_payment

This commit is contained in:
Cédric Krier
2025-11-22 18:10:08 +01:00
parent 9c783419cf
commit dcb06d6f7d
5 changed files with 81 additions and 44 deletions
+11
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@@ -32,6 +32,7 @@ Version 6.6.0 - 2022-10-31
* Bug fixes (see mercurial logs for details)
Version 6.4.0 - 2022-05-02
--------------------------
* Bug fixes (see mercurial logs for details)
* Fill origin name of invoice line from condition
* Add support for Python 3.10
@@ -39,34 +40,44 @@ Version 6.4.0 - 2022-05-02
* Recall advance payment with negative quantity
Version 6.2.0 - 2021-11-01
--------------------------
* Bug fixes (see mercurial logs for details)
Version 6.0.0 - 2021-05-03
--------------------------
* Bug fixes (see mercurial logs for details)
Version 5.8.0 - 2020-11-02
--------------------------
* Bug fixes (see mercurial logs for details)
* Remove support for Python 3.5
Version 5.6.0 - 2020-05-04
--------------------------
* Bug fixes (see mercurial logs for details)
Version 5.4.0 - 2019-11-04
--------------------------
* Bug fixes (see mercurial logs for details)
Version 5.2.0 - 2019-05-06
--------------------------
* Bug fixes (see mercurial logs for details)
* Add unearned revenue on account type
Version 5.0.0 - 2018-10-01
--------------------------
* Bug fixes (see mercurial logs for details)
* Remove support for Python 2.7
Version 4.8.0 - 2018-04-23
--------------------------
* Bug fixes (see mercurial logs for details)
Version 4.6.0 - 2017-10-30
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* Bug fixes (see mercurial logs for details)
Version 4.4.0 - 2017-05-01
--------------------------
* Initial release
@@ -0,0 +1,51 @@
******
Design
******
The *Sale Advance Payment Module* introduces and extends the following
concepts.
.. _model-sale.advance_payment_term:
Sale Advance Payment Term
=========================
The *Sale Advance Payment Term* specifies how the advance payment amount is
calculated for a `Sale <model-sale.sale>`.
This payment allows for the supply and shipping of the sale.
.. seealso::
Sale advance payment terms are created and managed from the main menu item:
|Sales --> Configuration --> Advance Payment Terms|__
.. |Sales --> Configuration --> Advance Payment Terms| replace:: :menuselection:`Sales --> Configuration --> Advance Payment Terms`
__ https://demo.tryton.org/model/sale.advance_payment_term
.. _model-sale.sale:
Sale
====
When the *Sale Advance Payment Module* is activated, the `Sale
<sale:model-sale.sale>` is extended to allow defining an `Advance Payment Term
<model-sale.advance_payment_term>`.
When the sale is quoted, the advance payment lines are calculated using this
term.
When the sale is processed an `Invoice <account_invoice:model-account.invoice>`
is created for each advance payment line.
The final invoice is generated when these advance payment invoices are paid.
Previously paid amounts are deducted from the final invoice.
.. warning::
If an advance payment invoice is cancelled and not recreated when processing
the exception.
The condition of the cancelled invoice will be concidered as met.
.. seealso::
The `Sale <sale:model-sale.sale>` concept is introduced by the :doc:`Sale
Module <sale:index>`.
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@@ -1,47 +1,11 @@
###########################
Sale Advance Payment Module
###########################
The sale_advance_payment module adds support for advance payment management on
the sale.
The *Sale Advance Payment Module* manages advance payments for sales.
The module adds a new document: the Advance Payment Term that defines how the
shipment or the supply processes should be managed. Either process can be
completely delayed until the advance payments are paid.
.. toctree::
:maxdepth: 2
Two new fields are added to *Sale*:
- *Advance Payment Term*
- *Advance Payment Conditions*
The conditions are computed at the quotation of the sale if a payment term is
set.
When the sale is processed the advance payment invoices are created, final
invoices will be generated when this advance payment invoices are paid. Those
invoices will take into the account the amount previously paid by the customer.
.. warning::
If an advance payment invoice is cancelled and not recreated when
processing the exception. The condition of the cancelled invoice will be
concidered as met.
..
Advance Payment Term
********************
It defines how advance payment invoices should be created and what they block
until they are paid.
- Name: The name of the term.
- Lines:
- Description: The description used for the invoice line.
- Account: The account used for the invoice line. If it has default taxes,
the taxes will be applied.
- Block Supply: If checked, it prevents the creation of any supply request
before the payment of the advance payment invoice.
- Block Shipping: If checked, the shipments can not be packed before the
payment of the advance payment invoice.
- Invoice Delay: The delay to apply on the sale date for the date of the
advance payment invoice.
- Formula: It computes the amount of the invoice line.
design
releases
@@ -0,0 +1,7 @@
.. _releases-index:
=============
Release notes
=============
.. include:: ../CHANGELOG
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@@ -11,9 +11,12 @@ from setuptools import find_packages, setup
def read(fname):
return io.open(
content = io.open(
os.path.join(os.path.dirname(__file__), fname),
'r', encoding='utf-8').read()
content = re.sub(
r'(?m)^\.\. toctree::\r?\n((^$|^\s.*$)\r?\n)*', '', content)
return content
def get_require_version(name):
@@ -61,7 +64,8 @@ setup(name=name,
download_url=download_url,
project_urls={
"Bug Tracker": 'https://bugs.tryton.org/',
"Documentation": 'https://docs.tryton.org/',
"Documentation": (
'https://docs.tryton.org/modules-sale-advance-payment/'),
"Forum": 'https://www.tryton.org/forum',
"Source Code": 'https://code.tryton.org/tryton',
},