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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 the 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

Download links

You can download this module as a zip file in the following version:

• 4.2
• 5.0
• trunk

Dependencies

• account

Reports

• Followup Report

Menus

• Financial Management/Periodical Processing/Send followups
• Financial Management/Reporting/Follow-Ups
• Financial Management/Configuration/Follow-Ups
• Financial Management/Reporting/Follow-Ups/All receivable entries
• Financial Management/Reporting/Follow-Ups/All payable entries

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