- In order to test account followup module in OpenERP I create a FollowUp structure - !record {model: account_followup.followup, id: account_followup_followup_testfollowups0}: description: First letter after 15 net days, 30 net days and 45 days end of month levels. followup_line: - delay: 15 name: 'level 0: 15 days' sequence: 0 start: days description: Dear %(partner_name)s,\n\nException made if there was a mistake of ours, it seems that the following amount staid unpaid. Please, take appropriate measures in order to carry out this payment in the next 1 days.\n\nWould your payment have been carried out after this mail was sent, please consider the present one as void. Do not hesitate to contact our accounting department at (+32).10.68.94.39.\n\nBest Regards,\n - delay: 30 name: 'level1: 30 days' sequence: 1 start: days description: Dear %(partner_name)s,\n\nException made if there was a mistake of ours, it seems that the following amount staid unpaid. Please, take appropriate measures in order to carry out this payment in the next 2 days.\n\nWould your payment have been carried out after this mail was sent, please consider the present one as void. Do not hesitate to contact our accounting department at (+32).10.68.94.39.\n\nBest Regards,\n - delay: 45 name: 'level 2: 45 days' sequence: 2 start: days description: Dear %(partner_name)s,\n\nException made if there was a mistake of ours, it seems that the following amount staid unpaid. Please, take appropriate measures in order to carry out this payment in the next 3 days.\n\nWould your payment have been carried out after this mail was sent, please consider the present one as void. Do not hesitate to contact our accounting department at (+32).10.68.94.39.\n\nBest Regards, name: My followups - I create an invoice - !record {model: account.invoice, id: account_invoice_followup}: account_id: account.a_recv address_contact_id: base.res_partner_address_3000 address_invoice_id: base.res_partner_address_3000 company_id: base.main_company currency_id: base.EUR invoice_line: - account_id: account.a_sale name: '[PC1] Basic PC' price_unit: 450.0 quantity: 1.0 product_id: product.product_product_pc1 uos_id: product.product_uom_unit journal_id: account.sales_journal partner_id: base.res_partner_desertic_hispafuentes reference_type: none - I change the state of the invoice using create button - !workflow {model: account.invoice, action: invoice_open, ref: account_invoice_followup} - I create a send followup record - !record {model: account.followup.print, id: account_followup_print_0}: date: !eval time.strftime('%Y-%m-%d') followup_id: account_followup_followup_testfollowups0 - I Select Followup and clicked on Continue Button - !python {model: account.followup.print}: | self.do_continue(cr, uid, [ref("account_followup_print_0")], {"lang": 'en_US', "active_model": "ir.ui.menu", "active_ids": [ref("account_followup.account_followup_print_menu")], "tz": False, "active_id": ref("account_followup.account_followup_print_menu"), }) - I select partners whom I want to send followups - !record {model: account.followup.print.all, id: account_followup_print_all_0}: email_body: 'Date : %(date)s\n\nDear %(partner_name)s,\n\nPlease find in attachment a reminder of all your unpaid invoices, for a total amount due of:\n\n%(followup_amount).2f %(company_currency)s\n\nThanks,\n--\n%(user_signature)s\n%(company_name)s' email_subject: Invoices Reminder partner_ids: - base.res_partner_desertic_hispafuentes partner_lang: 1 - I clicked on Print Follow Ups to print Followups reports - !python {model: account.followup.print.all}: | import time self.do_print(cr, uid, [ref("account_followup_print_all_0")], {"lang": 'en_US', "active_model": "ir.ui.menu", "active_ids": [ref("account_followup.account_followup_print_menu")], "tz": False, "date": time.strftime('%Y-%m-%d'), "followup_id": ref("account_followup_followup_testfollowups0"), "active_id": ref("account_followup.account_followup_print_menu"), })