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