4 <record id="view_account_followup_followup_line_tree" model="ir.ui.view">
5 <field name="name">account_followup.followup.line.tree</field>
6 <field name="model">account_followup.followup.line</field>
7 <field name="arch" type="xml">
8 <tree string="Follow-up Steps" >
11 <field name="send_email"/>
12 <field name="send_letter"/>
13 <field name="manual_action"/>
18 <record id="view_account_followup_followup_line_form" model="ir.ui.view">
19 <field name="name">account_followup.followup.line.form</field>
20 <field name="model">account_followup.followup.line</field>
21 <field name="arch" type="xml">
22 <form string="Follow-up Steps" version="7.0">
23 <label for="name" class="oe_edit_only"/>
24 <h1><field name="name"/></h1>
25 <div class="oe_inline">
26 After <field name="delay" class="oe_inline"/> days overdue, do the following actions:
29 <field name="manual_action" class="oe_inline"/>
30 <label for="manual_action"/>
32 <field name="send_email" class="oe_inline"/>
33 <label for="send_email"/>
35 <field name="send_letter" class="oe_inline"/>
36 <label for="send_letter"/>
39 <group string="Manual Action" attrs="{'invisible': [('manual_action', '=', False)]}">
40 <field name="manual_action_responsible_id"/>
41 <field name="manual_action_note" attrs="{'required': [('manual_action', '<>', False)]}"
42 placeholder="e.g. Call the customer, check if it's paid, ..."/>
45 <group string="Send an Email" attrs="{'invisible': [('send_email', '=', False)]}">
46 <field name="email_template_id" attrs="{'required': [('send_email', '<>', False)]}"/>
49 <group string="Send a Letter" attrs="{'invisible': [('send_letter', '=', False)]}">
50 <p colspan="2" class="oe_grey">
51 Write here the introduction in the letter,
52 according to the level of the follow-up. You can
53 use the following keywords in the text. Don't
54 forget to translate in all languages you installed
55 using to top right icon.
56 <group class="oe_grey">
57 <b>%%(partner_name)s</b>: Partner Name
58 <b>%%(date)s</b>: Current Date
59 <b>%%(user_signature)s</b>: User Name
60 <b>%%(company_name)s</b>: User's Company Name
63 <field name="description" nolabel="1" colspan="2"/>
69 <record id="view_account_followup_followup_form" model="ir.ui.view">
70 <field name="name">account_followup.followup.form</field>
71 <field name="model">account_followup.followup</field>
72 <!-- <field name="group_ids" groups="base.group_multi_company"/>-->
73 <field name="arch" type="xml">
74 <form string="Follow-up" version="7.0">
75 <h1><field name="company_id" widget="selection" class="oe_inline"/></h1>
77 To remind customers of paying their invoices, you can
78 define different actions depending on how severely
79 overdue the customer is. These actions are bundled
80 into folow-up levels that are triggered when the due
81 date of the most overdue invoice has passed a certain
84 <field name="followup_line"/>
89 <record id="view_account_followup_followup_tree" model="ir.ui.view">
90 <field name="name">account_followup.followup.tree</field>
91 <field name="model">account_followup.followup</field>
92 <field name="arch" type="xml">
93 <tree string="Follow-up">
94 <field name="company_id" /> <!--groups="base.group_multi_company"-->
99 <record id="view_account_followup_filter" model="ir.ui.view">
100 <field name="name">account.followup.select</field>
101 <field name="model">account_followup.followup</field>
102 <field name="arch" type="xml">
103 <search string="Search Follow-up">
104 <field name="company_id" groups="base.group_multi_company"/>
109 <record id="action_account_followup_definition_form" model="ir.actions.act_window">
110 <field name="name">Payment Follow-ups</field>
111 <field name="type">ir.actions.act_window</field>
112 <field name="res_model">account_followup.followup</field>
113 <field name="search_view_id" ref="view_account_followup_filter"/>
114 <field name="view_type">form</field>
115 <field name="help" type="html">
116 <p class="oe_view_nocontent_create">
117 Click to define follow-up levels and their related actions.
119 For each step, specify the actions to be taken and delay in days. It is
120 possible to use print and e-mail templates to send specific messages to
125 <record id="action_account_manual_reconcile_receivable" model="ir.actions.act_window">
126 <field name="name">Reconcile Invoices & Payments</field>
127 <field name="search_view_id" ref="view_account_followup_filter"/>
128 <field name="context">{'search_default_unreconciled': 1,'view_mode':True}</field>
129 <field name="domain">[('account_id.type', '=', 'receivable')]</field>
130 <field name="res_model">account.move.line</field>
131 <field name="view_id" ref="account.view_move_line_tree_reconcile"/>
132 <field name="view_mode">tree_account_reconciliation</field>
133 <field name="help" type="html">
135 No journal items found.
141 name="Reconcile Invoices & Payments"
142 action="action_account_manual_reconcile_receivable"
143 parent="menu_finance_followup"
145 id="menu_manual_reconcile_followup"/>
147 <menuitem action="action_account_followup_definition_form" id="account_followup_menu" parent="account.menu_finance_configuration" name="Follow-up Levels"/>
148 <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"/>
150 <record id="account_move_line_partner_tree" model="ir.ui.view">
151 <field name="name">account.move.line.partner.tree</field>
152 <field name="model">account.move.line</field>
153 <field eval="32" name="priority"/>
154 <field name="arch" type="xml">
155 <tree colors="red:state == 'draft';black:state == 'validate'" editable="bottom" string="Partner entries">
157 <field name="move_id"/>
160 <field name="partner_id"/>
161 <field name="account_id"/>
162 <field name="followup_line_id"/>
163 <field name="followup_date"/>
164 <field name="debit" sum="Total debit"/>
165 <field name="credit" sum="Total credit"/>
166 <field name="state"/>
167 <field name="date_maturity"/>
172 <record id="view_move_line_form" model="ir.ui.view">
173 <field name="name">account.move.line.form.followup</field>
174 <field name="model">account.move.line</field>
175 <field name="inherit_id" ref="account.view_move_line_form"/>
176 <field name="arch" type="xml">
177 <field name="date_created" position="after">
178 <field name="followup_line_id"/>
179 <field name="followup_date"/>
184 <!-- <record id="view_move_line_tree" model="ir.ui.view">
185 <field name="name">account.move.line.tree.followup</field>
186 <field name="model">account.move.line</field>
187 <field name="inherit_id" ref="account.view_move_line_tree"/>
188 <field name="arch" type="xml">
189 <field name="state" position="before">
190 <field name="followup_date"/>
191 <field name="followup_line_id"/>