2 In order to test account followup module in OpenERP I create a FollowUp structure
4 !record {model: account_followup.followup, id: account_followup_followup_testfollowups0}:
5 description: First letter after 15 net days, 30 net days and 45 days end of month levels.
8 name: 'level 0: 15 days'
11 description: Dear %(partner_name)s,\n\nException made if there was a mistake
12 of ours, it seems that the following amount staid unpaid. Please, take appropriate
13 measures in order to carry out this payment in the next 1 days.\n\nWould your
14 payment have been carried out after this mail was sent, please consider the
15 present one as void. Do not hesitate to contact our accounting department at
16 (+32).10.68.94.39.\n\nBest Regards,\n
18 name: 'level1: 30 days'
21 description: Dear %(partner_name)s,\n\nException made if there was a mistake
22 of ours, it seems that the following amount staid unpaid. Please, take appropriate
23 measures in order to carry out this payment in the next 2 days.\n\nWould your
24 payment have been carried out after this mail was sent, please consider the
25 present one as void. Do not hesitate to contact our accounting department at
26 (+32).10.68.94.39.\n\nBest Regards,\n
28 name: 'level 2: 45 days'
31 description: Dear %(partner_name)s,\n\nException made if there was a mistake
32 of ours, it seems that the following amount staid unpaid. Please, take appropriate
33 measures in order to carry out this payment in the next 3 days.\n\nWould your
34 payment have been carried out after this mail was sent, please consider the
35 present one as void. Do not hesitate to contact our accounting department at
36 (+32).10.68.94.39.\n\nBest Regards,
42 !record {model: account.invoice, id: account_invoice_followup}:
43 account_id: account.a_recv
44 address_contact_id: base.res_partner_address_3000
45 address_invoice_id: base.res_partner_address_3000
46 company_id: base.main_company
49 - account_id: account.a_sale
50 name: '[PC1] Basic PC'
53 product_id: product.product_product_pc1
54 uos_id: product.product_uom_unit
55 journal_id: account.sales_journal
56 partner_id: base.res_partner_desertic_hispafuentes
61 I change the state of the invoice using create button
63 !workflow {model: account.invoice, action: invoice_open, ref: account_invoice_followup}
66 I create a send followup record
68 !record {model: account.followup.print, id: account_followup_print_0}:
69 date: !eval time.strftime('%Y-%m-%d')
70 followup_id: account_followup_followup_testfollowups0
74 I Select Followup and clicked on Continue Button
76 !python {model: account.followup.print}: |
77 self.do_continue(cr, uid, [ref("account_followup_print_0")], {"lang": 'en_US',
78 "active_model": "ir.ui.menu", "active_ids": [ref("account_followup.account_followup_print_menu")],
79 "tz": False, "active_id": ref("account_followup.account_followup_print_menu"),
84 I select partners whom I want to send followups
86 !record {model: account.followup.print.all, id: account_followup_print_all_0}:
87 email_body: 'Date : %(date)s\n\nDear %(partner_name)s,\n\nPlease find in attachment
88 a reminder of all your unpaid invoices, for a total amount due of:\n\n%(followup_amount).2f
89 %(company_currency)s\n\nThanks,\n--\n%(user_signature)s\n%(company_name)s'
90 email_subject: Invoices Reminder
92 - base.res_partner_desertic_hispafuentes
97 I clicked on Print Follow Ups to print Followups reports
99 !python {model: account.followup.print.all}: |
101 self.do_print(cr, uid, [ref("account_followup_print_all_0")], {"lang": 'en_US',
102 "active_model": "ir.ui.menu", "active_ids": [ref("account_followup.account_followup_print_menu")],
103 "tz": False, "date": time.strftime('%Y-%m-%d'), "followup_id": ref("account_followup_followup_testfollowups0"), "active_id": ref("account_followup.account_followup_print_menu"),