Contract Based (Most Cases)

Recurring Bill to Vendor

Subscription Invoice to Client

  • Subscription (End User)

    • Create a Quotation

      • MFD (Mesin Printer) ~> Akan diisi 0

      • MFD Rental Cost ~> Akan diisi harga rental per bulan

      • Free Pages

      • Additional Pages Charges

    • Pastikan Other Info

  • Purchase (Vendor)

    • Create a Quotation > Confirm > be a Purchase Order

    • Receive the Product(s) > Validate

    • Source Document > R:SONumber

      • R:JD/S/2024/00132

  • Subscription

    • Confirm the Quotation to be a Sales Order

    • Create Invoice (P0): an empty one,

      • Why

        • (Odoo requirement)

        • So the MFD can be delivered

      • Set the prize as 0

        • On the Invoice page

      • Add Section

        • P0

        • Drag to the top of the line

    • Deliver the Product(s) > Validate

    • Print the Delivery Product (DO)

  • (OUTLOOK mail)

    • Send an email to Vendor, AND the Delivery Print Out.

  • Subscription

    • Create Invoice P1 > Confirm

      • Ignore the Created Delivery Order Draft

    • Register Payment

  • Purchase

    • Create Bill in DRAFT mode

    • Go to Other Info > Auto-post > Monthly

    • Make sure the Price is correct > Confirm

  • First Period Finish

  • Subscription

    • Create Invoice P2

    • Register Payment

    • (Till the end of the day)

  • Purchase

    • Confirm the Bill when the time comes

    • Register Payment

    • (Till the end of the day)

  • END OF CONTRACT

  • Subscription

    • Go to Delivery > Delivered Transaction > Return > Validate

    • Close the Subscription

    • Make sure!

      • The other pending / unused Delivery Transaction is deleted

  • Purchase

    • Go to Receipt > Received Transaction > Return > Validate

    • Lock

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