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 |
License | OPL-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
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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