2 In order to test account followup module in OpenERP I create a FollowUp structure
4 !record {model: res.company, id: ymltest_company_2}:
7 !record {model: account_followup.followup, id: account_followup_followup_testfollowups0}:
8 description: First letter after 15 net days, 30 net days and 45 days end of month levels.
9 company_id: ymltest_company_2
12 name: 'level 0: 15 days'
15 description: Dear %(partner_name)s,\n\nException made if there was a mistake
16 of ours, it seems that the following amount staid unpaid. Please, take appropriate
17 measures in order to carry out this payment in the next 1 days.\n\nWould your
18 payment have been carried out after this mail was sent, please consider the
19 present one as void. Do not hesitate to contact our accounting department at
20 (+32).10.68.94.39.\n\nBest Regards,\n
22 name: 'level1: 30 days'
25 description: Dear %(partner_name)s,\n\nException made if there was a mistake
26 of ours, it seems that the following amount staid unpaid. Please, take appropriate
27 measures in order to carry out this payment in the next 2 days.\n\nWould your
28 payment have been carried out after this mail was sent, please consider the
29 present one as void. Do not hesitate to contact our accounting department at
30 (+32).10.68.94.39.\n\nBest Regards,\n
32 name: 'level 2: 45 days'
35 description: Dear %(partner_name)s,\n\nException made if there was a mistake
36 of ours, it seems that the following amount staid unpaid. Please, take appropriate
37 measures in order to carry out this payment in the next 3 days.\n\nWould your
38 payment have been carried out after this mail was sent, please consider the
39 present one as void. Do not hesitate to contact our accounting department at
40 (+32).10.68.94.39.\n\nBest Regards,
46 !record {model: account.invoice, id: account_invoice_followup}:
47 account_id: account.a_recv
48 address_contact_id: base.res_partner_address_3000
49 address_invoice_id: base.res_partner_address_3000
50 company_id: base.main_company
53 - account_id: account.a_sale
54 name: '[PC1] Basic PC'
57 product_id: product.product_product_pc1
58 uos_id: product.product_uom_unit
59 journal_id: account.sales_journal
60 partner_id: base.res_partner_desertic_hispafuentes
65 I change the state of the invoice using create button
67 !workflow {model: account.invoice, action: invoice_open, ref: account_invoice_followup}
70 I create a send followup record
72 !record {model: account.followup.print, id: account_followup_print_0}:
73 date: !eval time.strftime('%Y-%m-%d')
74 followup_id: account_followup_followup_testfollowups0
78 I Select Followup and clicked on Continue Button
80 !python {model: account.followup.print}: |
81 self.do_continue(cr, uid, [ref("account_followup_print_0")], {"lang": 'en_US',
82 "active_model": "ir.ui.menu", "active_ids": [ref("account_followup.account_followup_print_menu")],
83 "tz": False, "active_id": ref("account_followup.account_followup_print_menu"),
88 I select partners whom I want to send followups
90 !record {model: account.followup.print.all, id: account_followup_print_all_0}:
91 email_body: 'Date : %(date)s\n\nDear %(partner_name)s,\n\nPlease find in attachment
92 a reminder of all your unpaid invoices, for a total amount due of:\n\n%(followup_amount).2f
93 %(company_currency)s\n\nThanks,\n--\n%(user_signature)s\n%(company_name)s'
94 email_subject: Invoices Reminder
96 - base.res_partner_desertic_hispafuentes
101 I clicked on Print Follow Ups to print Followups reports
103 !python {model: account.followup.print.all}: |
105 self.do_print(cr, uid, [ref("account_followup_print_all_0")], {"lang": 'en_US',
106 "active_model": "ir.ui.menu", "active_ids": [ref("account_followup.account_followup_print_menu")],
107 "tz": False, "date": time.strftime('%Y-%m-%d'), "followup_id": ref("account_followup_followup_testfollowups0"), "active_id": ref("account_followup.account_followup_print_menu"),