El 30/10/13 10:12, Axel Braun ha escrit:
I also miss the time management of the duration of the contract. For
> >>>example: when it is the contract signed, which duration has, and which
> >>>is the final date of the contract. I don't know if it's necessary to
> >>>allow to define autrenewal of contracts (maybe that should be
> >>>defined on
> >>>a separate module)
> >>Definitely a contract should have a start date.
>Maybe a workflow also? Draft, In progress, done, canceled
Hmmm...in theory a contract can origin from a sales opportunity, and it should
have a clear status - draft, active, expired, cancelled. It should be possible
to use an expired/cancelled contract as blueprint for a new one (contract was
cancelled but customer comes back)
Yes but linking contract to opportunities is the scope of onother
module. Here were are only defining the contract base.
So for me a workflow would be (as reflected on Blueprint): 'draft',
'negotiating', 'active', 'canceled'
And transitions:
draft -> negotiating
draft -> canceled
negotiating -> active
negotiation -> canceled
active -> canceled
> >>>Thanks for all the detailed information of all contract types, but IMHO
> >>>a tryton module for managing contracts should be simple, and all
> >>>contract type's must be implemented in custom modules. So a review must
> >>>be done to extract all the general information from all contract types.
> >>I think each contract type could be a separate module
> >
> >Yes, but if there is a common base, like the definition of contract
> >services and contract agreements, it could go in a common base module.
>I think that a common base is a list of products and quantities that are
>involved in the contract.
>
>Should we add billing method on contract management? Like there is on
>the sale process, and allow to add new invoicing method by overriding
>modules. What do you think?
Not sure what the impact of the billing method is. Mostly those cntracts have
an automatic, periodically billing of the services received in between - is
that what you mean? Does tryton currently allow periodic billing? (Dont know)
A cron can be used to generate billing for automatic billing contracts.
So billing method would be:
- manual
- automatic
Other modules can add new invoicing methods, for example on value
contract can invoice based on sales related to this contract.
--
Sergi Almacellas Abellana
www.koolpi.com
Twitter: @pokoli_srk
