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OCA/contract · 18.0

Contract Forecast

contract_forecast

AGPL-3v18.0.1.0.1220updated about 2 months ago
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Odoo Community Association

Contract Forecast

Beta License: AGPL-3 OCA/contract Translate me on Weblate Try me on Runboat

The contract_forecast module enhances the Contract module by generating and managing forecast periods for each contract line. It automatically calculates future invoicing amounts and dates, allowing companies to better anticipate and report on expected revenues.

Forecasts are visible directly from the contract in a pivot view or list view.

## Features

  • Generate forecast periods based on the contract's invoicing rules.
  • View forecasts grouped by invoice date.
  • Automatic regeneration of forecast periods when contract data changes (product, quantity, price, dates, etc.).
  • Company-wide configuration to enable or disable forecasts.
  • Configurable forecast interval and period type (monthly or yearly).
  • Forecast period data includes:
    • Start and end dates
    • Expected invoice date
    • Quantity, unit price, discount, and subtotal (untaxed)
  • Clean handling of auto-renewing and manually-ended contracts.

Table of contents

Configuration

Go General Settings under the Contract Forecast section:

  • Enable Contract Forecast: Enable or disable forecasting for the company.
  • Number of Contract Forecast Periods: Define how many future periods are generated.
  • Forecast Period Type: Choose between Monthly or Yearly periods.

Usage

  1. Open a Contract.
  2. Click on the Forecast button to access the generated forecast periods.
  3. Forecasts can be analyzed through:
    • Pivot view (grouped by Invoice Date)
    • Tree view (detailed forecast lines)

Forecast periods are regenerated automatically when relevant fields are modified (e.g., quantity, price, dates).

Bug Tracker

Bugs are tracked on GitHub 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.

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

Credits

Authors

  • ACSONE SA/NV

Contributors

  • Souheil Bejaoui <<souheil.bejaoui@acsone.eu>>

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

sbejaoui

This module is part of the OCA/contract project on GitHub.

You are welcome to contribute. To learn how please visit <https://odoo-community.org/page/Contribute>.