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177 changes: 177 additions & 0 deletions account_commission_oca/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

=======================
Account commissions OCA
=======================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcommission-lightgray.png?logo=github
:target: https://github.com/OCA/commission/tree/19.0/account_commission_oca
:alt: OCA/commission
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/commission-19-0/commission-19-0-account_commission_oca
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/commission&target_branch=19.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module adds the function to calculate commissions in invoices
(account moves).

It also allows to create vendor bills from settlements for external
agents.

This module depends on the commission module.

**Table of contents**

.. contents::
:local:

Configuration
=============

For selecting invoice status in commissions:

1. Edit or create a new record to select the invoice status for settling
the commissions.

- **Invoice Based**: Commissions are settled when the invoice is
issued.
- **Payment Based**: Commissions are settled when the invoice is
paid.

Usage
=====

For adding commissions on invoices:

1. Go to *Invoicing > Customers > Invoices*.
2. Edit or create a new record.
3. When you have selected a partner, each new invoice line you add will
have the agents and commissions set at customer level.
4. You can add, modify or delete these agents discretely clicking on the
icon with several persons represented, next to the "Commission" field
in the list. This icon will be available only if the line hasn't been
invoiced yet.
5. If you have configured your system for editing lines in a popup
window, agents will appear also in this window.
6. The agents icon will be in this ocassion visible when the line hasn't
been settled.
7. You have a button "Regenerate agents" on the bottom of the page
"Invoice Lines" for forcing a recompute of all agents from the
partner setup. This is needed for example when you have changed the
partner on the invoice having already inserted lines.

For invoicing the settlements (only for external agents):

1. Go to *Invoicing > Commissions > Create Commission Invoices*.
2. On the window that appears, you can select following data:

- Product. It should be a service product for being coherent.
- Journal: To be selected between existing purchase journals.
- Date: If you want to choose a specific invoice date. You can leave
it blank if you prefer.
- Settlements: For selecting specific settlements to invoice. You can
leave it blank as well for invoicing all the pending settlements.

If you want to invoice a/some specific settlement/s:

1. Navigate to *Invoicing > Commissions > Invoices Settlements*.
2. Select it/them on the list.
3. Click on *Action > Create Commission Invoices*.
4. You can as well enter in one settlement, and click on the "Make
invoice" button.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/commission/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/commission/issues/new?body=module:%20account_commission_oca%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- Pexego.
- Davide Corio <davide.corio@domsense.com>
- Joao Alfredo Gama Batista <joao.gama@savoirfairelinux.com>
- Sandy Carter <sandy.carter@savoirfairelinux.com>
- Giorgio Borelli <giorgio.borelli@abstract.it>
- Daniel Campos <danielcampos@avanzosc.es>
- Oihane Crucelaegui <oihanecruce@gmail.com>
- Nicola Malcontenti <nicola.malcontenti@agilebg.com>
- Aitor Bouzas <aitor.bouzas@adaptivecity.com>
- Alexei Rivera <arivera@archeti.com>
- Mina Samir <minaw349@outlook.com>
- `Tecnativa <https://www.tecnativa.com>`__:

- Pedro M. Baeza
- Manuel Calero

- `Quartile <https://www.quartile.co>`__:

- Aung Ko Ko Lin
- Yoshi Tashiro

- `Studio73 <https://www.studio73.es>`__:

- Ethan Hildick
- Pablo Cortés

- `Sygel <https://www.sygel.es>`__:

- Alberto Martínez

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px
:target: https://github.com/pedrobaeza
:alt: pedrobaeza

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-pedrobaeza|

This module is part of the `OCA/commission <https://github.com/OCA/commission/tree/19.0/account_commission_oca>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions account_commission_oca/__init__.py
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from . import models
from . import wizards
from . import report
28 changes: 28 additions & 0 deletions account_commission_oca/__manifest__.py
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# Copyright 2020 Tecnativa - Manuel Calero
# Copyright 2022 Quartile
# Copyright 2014-2022 Tecnativa - Pedro M. Baeza
{
"name": "Account commissions OCA",
"version": "19.0.1.0.1",
"author": "Tecnativa, Odoo Community Association (OCA)",
"category": "Sales Management",
"license": "AGPL-3",
"depends": [
"account",
"commission_oca",
],
"website": "https://github.com/OCA/commission",
"maintainers": ["pedrobaeza"],
"data": [
"security/account_commission_security.xml",
"security/ir.model.access.csv",
"data/menuitem_data.xml",
"views/account_move_views.xml",
"views/commission_settlement_views.xml",
"views/commission_views.xml",
"views/report_settlement_templates.xml",
"report/commission_analysis_view.xml",
"wizards/wizard_invoice.xml",
],
"installable": True,
}
11 changes: 11 additions & 0 deletions account_commission_oca/data/menuitem_data.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="menu_invoicing_commission" model="ir.ui.menu">
<field name="name">Commissions</field>
<field name="sequence" eval="10" />
<field
name="parent_id"
search="[('child_id', 'in', ref('account.menu_finance_receivables'))]"
/>
</record>
</odoo>
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