| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 742 |
| Technical Name |
sf_customer_ledger_verification |
| License | LGPL-3 |
| Versions | 18.0 19.0 |
Customer Ledger Audit & Verification
Automate Customer Ledger and Verification Workflow
Automatically generate and email the last 60 daysâ customer ledger. Salesperson can send directly to the customer for verification, or auditors can review and confirm. If verification is skipped or expires after 30 days, sales orders are blocked unless approved by a Sales Manager.
KEY FEATURES
- Automatically generate and email last 60 daysâ customer ledger.
- Salesperson can send ledger directly to customer for verification.
- Option to skip customer verification and send ledger to auditor.
- Auditor access group with proper rights.
- Customer has 30 days to verify ledger; unverified ledgers expire automatically.
- Prevents creation of sale orders for expired ledgers unless approved by Sales Manager.
- QWeb PDF ledger reports for clear and professional presentation.
- Fully integrated with Odooâs email and workflow automation.
Module Screenshots
Assign auditor access group to users for ledger verification workflow.
Option to skip the Auditor verification step.
Allows the Salesperson to send the ledger directly to the customer or to the Auditor for verification.
View the Customer Ledger report.
Auditor uploads and verifies the ledger.
Ledger verification has expired.
If ledger verification has expired, a sales order for the customer cannot be created without approval from the Sales Manager or System Admin.
Submit the request to the Sales Manager or System Admin for approval.
Approval completed by the Sales Manager or System Admin.
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