172 lines
8.4 KiB
XML
172 lines
8.4 KiB
XML
<openerp>
|
|
<data>
|
|
|
|
<record id="view_account_followup_followup_line_tree" model="ir.ui.view">
|
|
<field name="name">account_followup.followup.line.tree</field>
|
|
<field name="model">account_followup.followup.line</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Follow-up Steps" >
|
|
<field name="name"/>
|
|
<field name="delay"/>
|
|
<field name="send_email"/>
|
|
<field name="send_letter"/>
|
|
<field name="manual_action"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_account_followup_followup_line_form" model="ir.ui.view">
|
|
<field name="name">account_followup.followup.line.form</field>
|
|
<field name="model">account_followup.followup.line</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Follow-up Steps" version="7.0">
|
|
<label for="name" class="oe_edit_only"/>
|
|
<h1><field name="name"/></h1>
|
|
<div class="oe_inline">
|
|
After <field name="delay" class="oe_inline"/> days overdue, do the following actions:
|
|
</div>
|
|
<div>
|
|
<field name="manual_action" class="oe_inline"/>
|
|
<label for="manual_action"/>
|
|
</div><div>
|
|
<field name="send_email" class="oe_inline"/>
|
|
<label for="send_email"/>
|
|
</div><div>
|
|
<field name="send_letter" class="oe_inline"/>
|
|
<label for="send_letter"/>
|
|
</div>
|
|
|
|
<group string="Manual Action" attrs="{'invisible': [('manual_action', '=', False)]}">
|
|
<field name="manual_action_responsible_id"/>
|
|
<field name="manual_action_note" attrs="{'required': [('manual_action', '<>', False)]}"
|
|
placeholder="e.g. Call the customer, check if it's paid, ..."/>
|
|
</group>
|
|
|
|
<group string="Send an Email" attrs="{'invisible': [('send_email', '=', False)]}">
|
|
<field name="email_template_id" attrs="{'required': [('send_email', '<>', False)]}"/>
|
|
</group>
|
|
|
|
<group string="Send a Letter" attrs="{'invisible': [('send_letter', '=', False)]}">
|
|
<p colspan="2" class="oe_grey">
|
|
Write here the introduction in the letter,
|
|
according to the level of the follow-up. You can
|
|
use the following keywords in the text. Don't
|
|
forget to translate in all languages you installed
|
|
using to top right icon.
|
|
<group class="oe_grey">
|
|
<b>%%(partner_name)s</b>: Partner Name
|
|
<b>%%(date)s</b>: Current Date
|
|
<b>%%(user_signature)s</b>: User Name
|
|
<b>%%(company_name)s</b>: User's Company Name
|
|
</group>
|
|
</p>
|
|
<field name="description" nolabel="1" colspan="2"/>
|
|
</group>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_account_followup_followup_form" model="ir.ui.view">
|
|
<field name="name">account_followup.followup.form</field>
|
|
<field name="model">account_followup.followup</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Follow-up" version="7.0">
|
|
<h1><field name="company_id" widget="selection" class="oe_inline"/></h1>
|
|
<p class="oe_grey">
|
|
To remind customers of paying their invoices, you can
|
|
define different actions depending on how severely
|
|
overdue the customer is. These actions are bundled
|
|
into follow-up levels that are triggered when the due
|
|
date of an invoice has passed a certain
|
|
number of days. If there are other overdue invoices for the
|
|
same customer, the actions of the most
|
|
overdue invoice will be executed.
|
|
</p>
|
|
<field name="followup_line"/>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_account_followup_followup_tree" model="ir.ui.view">
|
|
<field name="name">account_followup.followup.tree</field>
|
|
<field name="model">account_followup.followup</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Follow-up">
|
|
<field name="company_id" />
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_account_followup_filter" model="ir.ui.view">
|
|
<field name="name">account.followup.select</field>
|
|
<field name="model">account_followup.followup</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search Follow-up">
|
|
<field name="company_id" groups="base.group_multi_company"/>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_account_followup_definition_form" model="ir.actions.act_window">
|
|
<field name="name">Payment Follow-ups</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">account_followup.followup</field>
|
|
<field name="search_view_id" ref="view_account_followup_filter"/>
|
|
<field name="view_type">form</field>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Click to define follow-up levels and their related actions.
|
|
</p><p>
|
|
For each step, specify the actions to be taken and delay in days. It is
|
|
possible to use print and e-mail templates to send specific messages to
|
|
the customer.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem
|
|
name="Reconcile Invoices & Payments"
|
|
action="account.action_account_manual_reconcile"
|
|
parent="menu_finance_followup"
|
|
sequence="0"
|
|
id="menu_manual_reconcile_followup"/>
|
|
|
|
<menuitem action="action_account_followup_definition_form" id="account_followup_menu" parent="account.menu_finance_configuration" name="Follow-up Levels"/>
|
|
<report auto="False" id="account_followup_followup_report" menu="False" model="account_followup.followup" name="account_followup.followup.print" rml="account_followup/report/account_followup_print.rml" string="Follow-up Report"/>
|
|
|
|
<record id="account_move_line_partner_tree" model="ir.ui.view">
|
|
<field name="name">account.move.line.partner.tree</field>
|
|
<field name="model">account.move.line</field>
|
|
<field eval="32" name="priority"/>
|
|
<field name="arch" type="xml">
|
|
<tree colors="red:state == 'draft';black:state == 'validate'" editable="bottom" string="Partner entries">
|
|
<field name="date"/>
|
|
<field name="move_id"/>
|
|
<field name="ref"/>
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="account_id"/>
|
|
<field name="followup_line_id"/>
|
|
<field name="followup_date"/>
|
|
<field name="debit" sum="Total debit"/>
|
|
<field name="credit" sum="Total credit"/>
|
|
<field name="state"/>
|
|
<field name="date_maturity"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_move_line_form" model="ir.ui.view">
|
|
<field name="name">account.move.line.form.followup</field>
|
|
<field name="model">account.move.line</field>
|
|
<field name="inherit_id" ref="account.view_move_line_form"/>
|
|
<field name="arch" type="xml">
|
|
<field name="date_created" position="after">
|
|
<field name="followup_line_id"/>
|
|
<field name="followup_date"/>
|
|
</field>
|
|
</field>
|
|
</record>
|
|
</data>
|
|
</openerp>
|