Contract Management

by
Odoo

30.70

v 13.0 Third Party 19
Required Apps Invoicing (account)
Lines of code 1797
Technical Name xf_partner_contract
LicenseOPL-1
Websitehttps://xfanis.dev/odoo.html
Also available in version v 15.0 v 14.0
You bought this module and need support? Click here!
Required Apps Invoicing (account)
Lines of code 1797
Technical Name xf_partner_contract
LicenseOPL-1
Websitehttps://xfanis.dev/odoo.html
Also available in version v 15.0 v 14.0

Contract Management

Improve your contract management and approval process!

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

Contract Management Module Settings


Approval Teams:

Users with role "Team Leader" can create unlimited different approval teams for each case: for example for purchase and sale contracts

Approval Teams

Example approval workflow for purchase contracts.

Approval Team Form Purchase Contract

Example approval workflow for sales contracts.

Approval Team Form Sales Contract

Some info for team leader to help to create approval workflows for contracts.

Approval Team Help


Contract Management:

Contracts are showed as list:

Contracts List

or kanban view:

Contracts Kanban

Users of the module can initiate contract and approval process.

Some simple contract example:

Simple Contract

Example of contract that contains lines:

Contract with lines

After click to the "Confirm" button the system sends notification for approvers and contract goes to the "Approval" stage.

Contract Under Approval


Contract Approval Process:

When document is waiting approval from particular user, the user sees the "Approve" and "Return for Correction" buttons

Contract Approve/Cancel 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.

Return for Correction Wizard

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.

Contract Approved by User

When contract is fully approved the status becomes as "Running" and responsible person and followers receive notification about that.

Fully Approved Contract

After approval users can create customer invoices or vendor bills depending on contract type.

Running Contract

All changes are logged in the bottom:

Contract Logs

Responsible user or approval team members can change visibility of contract to make it available for all users or only for followers

Contract Visibility


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.

Contract Blocked

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:

Contract to Invoice

Also you can apply contract throughout invoice form:

Before:

Invoice before applying contract

After:

Invoice after applying contract

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.

Please note: additional submodules are available for this module:
  1. Purchase Contracts
  2. Sale Contracts
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Contact me for Support, Customization, Implementation:
Email: odoo@xfanis.dev
Telegram: https://t.me/xfanis
Twitter: https://twitter.com/XFanis_Dev
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