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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 |
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description: | Description, text |
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name: | Name, char, required |
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company_id: | Company, many2one |
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Object: Follow-Ups Criteria (account_followup.followup.line)¶
description: | Printed Message, text |
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sequence: | Sequence, integer |
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delay: | Days of delay, integer |
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start: | Type of Term, selection, required |
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followup_id: | Follow Ups, many2one, required |
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name: | Name, char, required |
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Object: Followup statistics (account_followup.stat)¶
balance: | Balance, float, readonly |
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account_type: | Account Type, selection, readonly |
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name: | Partner, many2one, readonly |
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date_move: | First move, date, readonly |
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credit: | Credit, float, readonly |
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date_move_last: | Last move, date, readonly |
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date_followup: | Latest followup, date, readonly |
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debit: | Debit, float, readonly |
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followup_id: | Follow Ups, many2one, readonly |
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