1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
|
<openerp>
<data noupdate="1">
<!--Email template -->
<record id="email_template_credit_control_base" model="email.template">
<field name="name">Credit Control Email</field>
<field name="email_from">noreply@localhost</field>
<field name="subject">Credit Control: (${object.current_policy_level.name or 'n/a'})</field>
<field name="email_to">${object.get_email() or ''}</field>
<field name="model_id" ref="model_credit_control_communication"/>
<field name="auto_delete" eval="True"/>
<field name="lang">${object.get_contact_address().lang or 'en_US'}</field>
<field name="report_template" ref="report_webkit_html"/>
<field name="body_html"><![CDATA[
Dear ${object.get_contact_address().name or ''}
<br/>
<br/>
${object.current_policy_level.custom_mail_text}
]]></field>
</record>
<!-- policy no follow -->
<record model="credit.control.policy"
id="credit_control_no_follow">
<field name="name">No follow</field>
<field name="do_nothing" eval="1"/>
</record>
<!-- policy 1 -->
<record model="credit.control.policy"
id="credit_control_3_time">
<field name="name">3 time policy</field>
</record>
<record model="credit.control.policy.level"
id="3_time_1">
<field name="name">10 days net</field>
<field name="level" eval="1"/>
<field name="computation_mode">net_days</field>
<field name="delay_days" eval="10"/>
<field name="email_template_id" ref="email_template_credit_control_base"/>
<field name="policy_id" ref="credit_control_3_time"/>
<field name="channel">email</field>
<field name="custom_text">Our records indicate that we have not received the payment of the above mentioned invoice.
If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
<field name="custom_mail_text">Our records indicate that we have not received the payment of the above mentioned invoice (copy attached for your convenience).
If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
</record>
<record model="credit.control.policy.level"
id="3_time_2">
<field name="name">30 days end of month</field>
<field name="level" eval="2"/>
<field name="computation_mode">end_of_month</field>
<field name="delay_days" eval="30"/>
<field name="email_template_id" ref="email_template_credit_control_base"/>
<field name="policy_id" ref="credit_control_3_time"/>
<field name="channel">email</field>
<field name="custom_text">Our records indicate that we have not yet received the payment of the above mentioned invoice despite our first reminder.
If it has already been sent, please disregard this notice. If not, please proceed with payment within 5 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
<field name="custom_mail_text">Our records indicate that we have not yet received the payment of the above mentioned invoice (copy attached for your convenience) despite our first reminder.
If it has already been sent, please disregard this notice. If not, please proceed with payment within 5 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
</record>
<record model="credit.control.policy.level"
id="3_time_3">
<field name="name">10 days last reminder</field>
<field name="level" eval="3"/>
<field name="computation_mode">previous_date</field>
<field name="delay_days" eval="10"/>
<field name="email_template_id" ref="email_template_credit_control_base"/>
<field name="policy_id" ref="credit_control_3_time"/>
<field name="channel">letter</field>
<field name="custom_text">
Our records indicate that we still have not received the payment of the above mentioned invoice despite our two reminders.
If payment have already been sent, please disregard this notice. If not, please proceed with payment.
If your payment has not been received in the next 5 days, your file will be transfered to our debt collection agency.
Should you need us to arrange a payment plan for you, please advise.
A customer account statement is enclosed for you convenience.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
<field name="custom_mail_text">Our records indicate that we still have not received the payment of the above mentioned invoice (copy attached) despite our two reminders.
If payment have already been sent, please disregard this notice. If not, please proceed with payment.
If your payment has not been received in the next 5 days, your file will be transfered to our debt collection agency.
Should you need us to arrange a payment plan for you, please advise.
A customer account statement is enclosed for you convenience.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
</record>
<!-- policy 2 -->
<record model="credit.control.policy"
id="credit_control_2_time">
<field name="name">2 time policy</field>
</record>
<record model="credit.control.policy.level"
id="2_time_1">
<field name="name">30 days end of month</field>
<field name="level" eval="1"/>
<field name="computation_mode">end_of_month</field>
<field name="delay_days" eval="30"/>
<field name="email_template_id" ref="email_template_credit_control_base"/>
<field name="policy_id" ref="credit_control_2_time"/>
<field name="channel">email</field>
<field name="custom_text">Our records indicate that we have not received the payment of the above mentioned invoice.
If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
<field name="custom_mail_text">Our records indicate that we have not received the payment of the above mentioned invoice (copy attached for your convenience).
If it has already been sent, please disregard this notice. If not, please proceed with payment within 10 days.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
</record>
<record model="credit.control.policy.level"
id="2_time_2">
<field name="name">60 days last reminder</field>
<field name="level" eval="2"/>
<field name="computation_mode">previous_date</field>
<field name="delay_days" eval="60"/>
<field name="email_template_id" ref="email_template_credit_control_base"/>
<field name="policy_id" ref="credit_control_2_time"/>
<field name="channel">letter</field>
<field name="custom_text">Our records indicate that we still have not received the payment of the above mentioned invoice despite our reminder.
If payment have already been sent, please disregard this notice. If not, please proceed with payment.
If your payment has not been received in the next 5 days, your file will be transfered to our debt
collection agency.
Should you need us to arrange a payment plan for you, please advise.
A customer account statement is enclosed for you convenience.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
<field name="custom_mail_text">Our records indicate that we still have not received the payment of the above mentioned invoice (copy attached) despite our reminder.
If payment have already been sent, please disregard this notice. If not, please proceed with payment.
If your payment has not been received in the next 5 days, your file will be transfered to our debt
collection agency.
Should you need us to arrange a payment plan for you, please advise.
A customer account statement is enclosed for you convenience.
Thank you in advance for your anticipated cooperation in this matter.
Best regards
</field>
</record>
<record id="group_account_credit_control_manager" model="res.groups">
<field name="name">Credit Control Manager</field>
<field name="category_id" ref="base.module_category_accounting_and_finance"/>
</record>
<record id="group_account_credit_control_user" model="res.groups" context="{'noadmin':True}">
<field name="name">Credit Control User</field>
<field name="category_id" ref="base.module_category_accounting_and_finance"/>
</record>
<record id="group_account_credit_control_info" model="res.groups" context="{'noadmin':True}">
<field name="name">Credit Control Info</field>
<field name="category_id" ref="base.module_category_accounting_and_finance"/>
</record>
<record id="base.main_company" model="res.company">
<field name="credit_policy_id" ref="credit_control_3_time"/>
</record>
</data>
</openerp>
|