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Advance Follow-up Action

by
Odoo

104.78

In-App Purchases
v 18.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Discuss (mail)
Accounting (accountant)
Invoicing (account)
Lines of code 294
Technical Name advance_follow_up_action
LicenseOPL-1
Versions 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Discuss (mail)
Accounting (accountant)
Invoicing (account)
Lines of code 294
Technical Name advance_follow_up_action
LicenseOPL-1
Versions 15.0 16.0 17.0 18.0

By default in Odoo, the follow-up action for overdue invoices is to send an email and send an SMS. With the app, 3 additional actions will be added for overdue invoices: 'Stop delivery', 'Stop Order Confirm', and 'Stop New Order'.



List features:

1. Stop delivery open order.
If you have a follow-up level as shown in the image below

If there is a customer with overdue invoices that require follow-up action, the follow-up action can be performed by Odoo's scheduled action or manually. For example, you can perform the follow-up action manually by clicking the 'Follow up' button


After you perform follow-up action. User cannot validate open stock picking until all overdue invoices is paid.

This will be applied to both the parent partner and the child partner.

2. Stop confirming open quote.

User cannot confirm open quote to become sale order.

This will be applied to quotes which is belong to both the parent partner and the child partner.

3. Stop new order.

User cannot save new order.

This will be applied to quotes which is belong to both the parent partner and the child partner.

4. Allow special case.
Even though the follow-up action has stopped delivery, stopped order confirmation, and stopped new orders. Sometimes you might want to validate a specific stock picking or confirm a particular quote. This app still allows you to do that.

- If you enable option 'Unblock Delivery Follow-up'. You can validate stock picking even follow-up action has stopped delivery.

You can see 'Follow-up Stop Delivery' option and untick this option. If you untick this option, another user is able to validate stock picking.

- If you enable option 'Unblock Order Confirm Follow-up'. You can confirm sale order even follow-up action has stopped order confirm.

You can see 'Stop Order Confirm' option and untick this option. If you untick this option, another user is able to confirm sale order.

- If you enable option 'Unblock New Order'. You can create new sale order even follow-up action has stopped new order.
- You can see these options in the contact form view.

5. Auto update status.
When the overdue invoices are paid, Odoo will automatically update the status. Stock pickings can be validated, Sale Orders can be confirmed, and users can also create new orders.
- Another user can validate stock picking after 'Create Payment' button is clicked if customer does not has any overdue invoice.




Email Support: huynh.giang.son.gs@gmail.com

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