Skip to content

CommissionModule.md

Latest commit

 

History

History
94 lines (60 loc) · 2.84 KB

CommissionModule.md

File metadata and controls

94 lines (60 loc) · 2.84 KB

Introduction

Tryton should be able to manage the commission to send to agent of a sale.

Objectives and Features

  • commission computation base on plan
  • commission on invoice posted or paid

Implementation

Commission

commission.agent

  • party: Many2One to party.party
  • type: Selection: Agent Of, Principal Of
  • company: Many2One to company.company
  • plan: Many2One to commission.plan
  • currency: Many2One to currency.currency
  • pending_amount: Function of Numeric with the sum of amount of lines not invoiced

commission.plan

like price_list

  • name
  • product: Many2One to product.product with type service
  • method: Selection: On Posting, On Payment
  • lines

commission

  • origin: Reference
  • date: Date
  • agent: Many2One to commission.agent
  • product: Many2One to product.product (from commission.plan)
  • amount: Decimal in the agent's currency
  • invoice_line: Many2One to account.invoice.line with the type depending on type of agent
  • invoice_state: Function returning the state of the linked invoice
  • type: Selection: in, out from type of agent

account.invoice

  • agent: Many2One to commission.agent

account.invoice.line

  • principal: Many2One to commission.agent
  • commissions: One2Many to commission.line using origin
  • from_commissions: One2Many to commission.line using invoice_line

sale.sale

  • agent: Many2One to commission.agent

sale.line

  • principal: Many2One to commission.agent

product.template

  • principals: One2Many to commission.agent

A commission line will be created on posting of the invoice for each line with the agent as party. The lines will be removed or a negative line will be created if the invoice is cancelled.

The date of the commission line will be set accordingly to the method.

The amount of the line will be computed using the plan for each invoice line.

A wizard will allow to generate invoices from commission line over a period. The invoice line will be grouped by product and agent.

Future Improvements and Ideas

  • Allow the agent to reduce his commission to reduce the price.
  • Historize the commission plan
  • Add reporting on agent
  • Support pre-paid commission
  • Add support for project_invoice
  • Add support when agent is the customer. The base amount of taxes must be deduced by the commission and the commission will be without taxes.

Links