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.. module:: account_followup
:synopsis: Accounting follow-ups management (Official, Quality Certified)
:noindex:
..
.. raw:: html
<br />
<link rel="stylesheet" href="../_static/hide_objects_in_sidebar.css" type="text/css" />
.. tip:: This module is part of the Open ERP software, the leading Open Source
enterprise management system. If you want to discover Open ERP, check our
`screencasts <http://openerp.tv>`_ or download
`Open ERP <http://openerp.com>`_ directly.
.. raw:: html
<div class="js-kit-rating" title="" permalink="" standalone="yes" path="/account_followup"></div>
<script src="http://js-kit.com/ratings.js"></script>
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 <http://www.openerp.com/download/modules/4.2/account_followup.zip>`_
* `5.0 <http://www.openerp.com/download/modules/5.0/account_followup.zip>`_
* `trunk <http://www.openerp.com/download/modules/trunk/account_followup.zip>`_
Dependencies
------------
* :mod:`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)
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
|