Created on 2014-02-20.10:52:37 by rhertzog, last changed 59 months ago by pokoli.
Just for the record, there is a more updated version of a contract modules in https://bitbucket.org/nantic/trytond-contract
I think the move template from issue4407 answer the question. I don't think it is right to have the system posting moves automatically, this should always be validated by an accountant at least for all supplier event. For customer recurrence like subscription, I think this should not be managed at the accounting level but with a business object like the sale.
There is also a blueprint on http://code.google.com/p/tryton/wiki/CustomerContracts So maybe it can be extended to support creating moves, and creating any type of invoices (customer and supplier). For me it seems the right way to do it, so your comments on the blueprint will be very welcomed.
A module related to this feature request (seems compatible with Tryton 2.8): http://git.subdir.eu/paul/trytond_contract/ "With this module you can quickly generate recurrent invoices based on contracts."
A lot of my expenses are (almost) the same each month/quarter and it would be nice if Tryton could help me to manage those more efficiently than requiring me to find the old invoice or old move, to click on duplicate and then to edit the required data. We should be able to pick an existing invoice or account move and then activate a menu entry "Manage recurrence..." or something like that. This would record this invoice or move as a template to create further copies. We should be able to define the recurrence (daily, weekly, monthly, quarterly, yearly) and then pick the day of the period to use for each new occurrence. There should be a new action to create new invoices/moves based on those templates. By default it should offer to create all invoices/moves with dates in the past, however we could also select some of the other templates in order to pre-create the invoices/moves. For reference, I attach screenshots of the corresponding feature in SQL-Ledger. For recurring invoices, it should be possible to include the payment information in the template as well (typically when the amount is always paid by credit card or by automatic bank withdrawal).
|2016-07-06 11:14:20||pokoli||set||messages: + msg26851|
messages: + msg22517
|2014-04-01 19:39:27||pokoli||set||messages: + msg16378|
|2014-03-31 07:00:10||pilou||set||status: unread -> chatting|
nosy: + pilou
messages: + msg16359
|2014-02-20 13:03:37||yangoon||set||nosy: + yangoon|
|2014-02-20 10:55:45||pokoli||set||nosy: + pokoli|
|2014-02-20 10:52:57||rhertzog||set||files: + sql-ledger-apply-recurrence.png|
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