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.. module:: account_followup
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:synopsis: Accounting follow-ups management (Official, Quality Certified)
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<link rel="stylesheet" href="../_static/hide_objects_in_sidebar.css" type="text/css" />
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.. tip:: This module is part of the Open ERP software, the leading Open Source
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enterprise management system. If you want to discover Open ERP, check our
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`screencasts <http://openerp.tv>`_ or download
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`Open ERP <http://openerp.com>`_ directly.
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<div class="js-kit-rating" title="" permalink="" standalone="yes" path="/account_followup"></div>
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<script src="http://js-kit.com/ratings.js"></script>
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Accounting follow-ups management (*account_followup*)
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=====================================================
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:Module: account_followup
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:Name: Accounting follow-ups management
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:Directory: account_followup
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:Web: http://www.openerp.com
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:Quality certified: yes
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Modules to automate letters for unpaid invoices, with multi-level recalls.
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You can define your multiple levels of recall through the menu:
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Financial Management/Configuration/Payment Terms/Follow-Ups
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Once it's defined, you can automatically prints recall every days
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through simply clicking on the menu:
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Financial_Management/Periodical_Processing/Print_Follow-Ups
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It will generate a PDF with all the letters according the the
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different levels of recall defined. You can define different policies
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for different companies.
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Note that if you want to change the followup level for a given partner/account entry, you can do it in the menu:
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Financial_Management/Reporting/Follow-Ups/All Receivable Entries
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You can download this module as a zip file in the following version:
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* `4.2 <http://www.openerp.com/download/modules/4.2/account_followup.zip>`_
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* `5.0 <http://www.openerp.com/download/modules/5.0/account_followup.zip>`_
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* `trunk <http://www.openerp.com/download/modules/trunk/account_followup.zip>`_
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* Financial Management/Periodical Processing/Send followups
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* Financial Management/Reporting/Follow-Ups
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* Financial Management/Configuration/Follow-Ups
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* Financial Management/Reporting/Follow-Ups/All receivable entries
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* Financial Management/Reporting/Follow-Ups/All payable entries
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* account_followup.stat.form (form)
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* account_followup.stat.tree (tree)
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* account_followup.followup.line.tree (tree)
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* account_followup.followup.line.form (form)
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* account_followup.followup.form (form)
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* account_followup.followup.tree (tree)
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* account.move.line.partner.tree (tree)
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* \* INHERIT account.move.line.form.followup (form)
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* \* INHERIT account.move.line.tree.followup (form)
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Object: Follow-Ups (account_followup.followup)
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##############################################
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: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)
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############################################################
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: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)
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###################################################
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: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