Aged Receivable/Partner Ledger Reports per salesperson
by BeyondSys Consulting https://www.beyond-sys.co
Odoo
$ 85.92
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (account_accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 336 |
| Technical Name |
ctx_partner_report_salesperson |
| License | OPL-1 |
| Website | https://www.beyond-sys.co |
| Versions | 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (account_accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 336 |
| Technical Name |
ctx_partner_report_salesperson |
| License | OPL-1 |
| Website | https://www.beyond-sys.co |
| Versions | 16.0 17.0 |
Odoo 16 - Accounting + Reports
Add salesperson insight to receivable and partner ledger reports
Extend aged receivable and partner ledger reporting with salesperson context for better accountability.
Aged receivable view
Review overdue balances by salesperson.
Partner ledger view
Track partner activity with salesperson context.
Better ownership
Give sales teams clearer collection visibility.
How it works
Reporting flow
- Assign salesperson to partners.
- Open aged receivable or partner ledger.
- Use salesperson context in analysis.
- Export the report for review.
Main features
Aged receivable view
Review overdue balances by salesperson.
Partner ledger view
Track partner activity with salesperson context.
Better ownership
Give sales teams clearer collection visibility.
Screenshots
Clear Odoo screens showing the workflow in practice.
Aged Rec
Workflow screen for Add salesperson insight to receivable and partner ledger reports.
Partner Ledger
Workflow screen for Add salesperson insight to receivable and partner ledger reports.
Res Partner
Workflow screen for Add salesperson insight to receivable and partner ledger reports.
Support
By BeyondSys Consulting - www.beyond-sys.co - info@beyond-sys.co
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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