CONTRACT PRICING

Contract Pricing

Contract Pricing

Contracts can take distinct types inside Open ERP, counting on their nature. So you can have some distinct kinds of services agreement, such as:

fixed-price contracts,

cost-reimbursement agreements, invoiced when services are completed,

Fixed-price agreements, invoiced monthly as services are conveyed out.

 

Fixed Price contracts

Fixed cost agreements for the sale of services are comprised in Open ERP by a Sales Order. In this case, the provide of services is organised just like all other stockable or consumable products.

You can add new instructions utilizing the list Sales Management ? Sales Orders ? New Quotation.

The new Sales Order article begins in the Quotation state, so the approximate has no accounting influence on the scheme until it's confirmed. When you accept the article, your approximate proceeds into the state.

Process for management a Sales Order

Once the alignment has been accepted, Open ERP will mechanically develop an invoice and/or a consignment article suggestion founded on the parameters you set in the order.

The invoice will be organised by the scheme counting on the setting of the area Shipping Policy on the order's second tab other data:

Payment before delivery: Open ERP conceives an invoice in the Draft state. Once this is verified and paid the consignment is activated.

Invoice on Order after Delivery: the consignment alignment is made when the alignment is validated. A preliminary invoice is then conceived when the consignment has been completed.

Shipping & Manual Invoice: Open ERP begins the consignment from the confirmation of the alignment, and adds a button which you manually bang when you're prepared to conceive an invoice.

Invoice from the Packing: invoices are conceived from the cramming stage.

 

When you signal a new agreement you can just go in the alignment into the scheme and Open ERP will pathway the order.

This works well for little orders. But for bigger worth services instructions you might desire to invoice some times through the agreement, for example:

30% on order,

40% on completion,

30% one month after the scheme has gone into production.

 

In this case you should conceive some invoices for the one Sales Order. You've two choices for this:

Don't handle invoicing mechanically from the Sales Order but convey out manual invoicing instead,

Create preliminary invoices and then connection to them in the third tab History of the Sales Order, in the Related Invoices section. When you conceive an invoice from the alignment, Open ERP deducts the allowances of the invoices currently connected to the alignment to assess the suggested invoice value.

Cost-reimbursement contracts

Some agreements aren't invoiced from a cost repaired on the alignment but from the cost of the services conveyed out. That's generally what occurs in the construction part or in large projects.

The set about you use for this is completely distinct because rather than of utilizing the sales alignment as the cornerstone of the invoice you use the analytic accounts. An analytic account is conceived for each new contract. The next areas should be accomplished in this analytic account:

Partner : colleague affiliated with the contract,

Sale Pricelist,

Invoicing.

The assortment of an invoicing rate is an digressive way of identifying that the task will be invoiced on the cornerstone of ...