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Accounting follow-ups management (account_followup)

Module:account_followup
Name:Accounting follow-ups management
Version:5.0.1.0
Author:Tiny
Directory:account_followup
Web:http://www.openerp.com
Official module:
 yes
Quality certified:
 yes

Description

Modules to automate letters for unpaid invoices, with multi-level recalls.

    You can define your multiple levels of recall through the menu:
        Financial Management/Configuration/Payment Terms/Follow-Ups

    Once it's defined, you can automatically prints recall every days
    through simply clicking on the menu:
        Financial_Management/Periodical_Processing/Print_Follow-Ups

    It will generate a PDF with all the letters according to the
    different levels of recall defined. You can define different policies
    for different companies.


    Note that if you want to change the followup level for a given partner/account entry, you can do it in the menu:
        Financial_Management/Reporting/Follow-Ups/All Receivable Entries

Dependencies

  • account

Reports

  • Followup Report

Views

  • account_followup.stat.form (form)
  • account_followup.stat.tree (tree)
  • account_followup.followup.line.tree (tree)
  • account_followup.followup.line.form (form)
  • account_followup.followup.form (form)
  • account_followup.followup.tree (tree)
  • account.move.line.partner.tree (tree)
  • * INHERIT account.move.line.form.followup (form)
  • * INHERIT account.move.line.tree.followup (form)
  • * INHERIT res.company.followup.form.inherit (form)

Objects

Object: Follow-Ups (account_followup.followup)

followup_line:Follow-Up, one2many
description:Description, text
name:Name, char, required
company_id:Company, many2one

Object: Follow-Ups Criteria (account_followup.followup.line)

description:Printed Message, text
sequence:Sequence, integer
delay:Days of delay, integer
start:Type of Term, selection, required
followup_id:Follow Ups, many2one, required
name:Name, char, required

Object: Followup statistics (account_followup.stat)

balance:Balance, float, readonly
account_type:Account Type, selection, readonly
name:Partner, many2one, readonly
date_move:First move, date, readonly
credit:Credit, float, readonly
date_move_last:Last move, date, readonly
date_followup:Latest followup, date, readonly
debit:Debit, float, readonly
followup_id:Follow Ups, many2one, readonly