Recurring Documents

by
Odoo

58.25

v 14.0 Third Party 2
Lines of code 345
Technical Name st_recurring_document_base
LicenseOPL-1
Websitehttps://www.steinfeld.one
Also available in version v 13.0 v 12.0
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Lines of code 345
Technical Name st_recurring_document_base
LicenseOPL-1
Websitehttps://www.steinfeld.one
Also available in version v 13.0 v 12.0

Recurring Documents

This module is the technical basis to have every document in Odoo re-created in a time interval.

Please note that this is a basic technical module and there are some additional modules that activate this function for the respective documents. This module does nothing without the additional modules This module only needs to be purchased once. And for the respective documents (e.g. invoice, offer, tasks) can be purchased separately

exemplary use cases:

  • The monthly supplier invoice for the Internet should be created automatically
  • A customer wants to be supplied every 14 days.
  • For a framework agreement, the following should be purchased from a supplier every month

The first document is created manually and the subsequent documents are created automatically

Manually created Automatic Automatic Automatic

Manually created Document #1

Create Recurring from #1

Set the next Date, the intervall an a name
You can choose current Date or None Value for Fields
You can declare Server Actions which are applied on new records

Automatically create Document #2 - #xx

The next document will be created per time job
Every Month there will be a new document

Documentation

Please take attention that this module is a technical Module. This module contains a mixin model, that you can inherit on every Model.

example how you could activate recurring documents for Invoices

from odoo import models,fields,api
class AccountInvoice(models.Model):
    _name = 'account.invoice'
    _inherit = ['recurring.document','account.invoice']
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