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Initial Port of customer statements

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Graeme Gellatly
2018-11-01 15:27:25 +13:00
committed by Miquel Raïch
parent 1ffec3d4ee
commit ad482b33d0
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partner_statement/readme/CONFIGURE.rst Normal file
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Users willing to access to this report should have proper Accounting & Finance rights:
#. Go to *Settings / Users* and edit your user to add the corresponding access rights as follows.
#. In *Application / Accounting & Finance*, select *Billing* or *Billing Manager*
To configure this module, you need to:
#. Go to *Configuration / Settings*
#. Under the *Followup Section* of *Accounting* option select either or both of OCA Activity or Outstanding Statement
#. Once selected, you may set default options for the reports.
#. Click *Save*
Removing the wizard from menus follows the same process.

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partner_statement/readme/CONTRIBUTORS.rst Normal file
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* Miquel Raïch <miquel.raich@eficent.com>
* Graeme Gellatly <graeme@o4sb.com>

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partner_statement/readme/DESCRIPTION.rst Normal file
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This module extends the functionality of Invoicing to support the printing of customer and vendor statements.
There are two types of statements, Activity and Outstanding. Aging details can be shown in the reports, expressed in aging buckets,
so the customer or vendor can review how much is open, due or overdue.
The activity statement provides details of all activity on the partner receivables or payables
between two selected dates. This includes all invoices, refunds and payments.
Any outstanding balance dated prior to the chosen statement period will appear
as a forward balance at the top of the statement. The list is displayed in chronological
order and is split by currencies.
The outstanding statement provides details of all outstanding partner receivables or payables
up to a particular date. This includes all unpaid invoices, unclaimed refunds and
outstanding payments. The list is displayed in chronological order and is split by currencies.

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partner_statement/readme/HISTORY.rst Normal file
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12.0.1.0.0 (2018-11-08)
~~~~~~~~~~~~~~~~~~~~~~~
* [BREAKING] Modules customer_activity_statement and customer_outstanding_statement merged to create partner_statement.
* [ADD] New features.
* Age by months or days
* Filter negative balances

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partner_statement/readme/ROADMAP.rst Normal file
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* Email template.
* Expose reports (using defaults) to billing users while restricting the wizard to managers option.
* Concept of statement run - to start an async job to send out all statements.

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partner_statement/readme/USAGE.rst Normal file
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To use this module, you need to:
#. Go to Invoicing > Sales > Master Data > Customers or Invoicing > Purchases > Master Data > Vendors and select one or more
#. Press 'Action > Partner Activity Statement' or 'Action > Partner Outstanding Statement' respectively.
#. Indicate if you want to display receivables or payables, and if you want to display aging buckets and the aging type.
#. Optionally complete advanced options such as filtering non due or negative balance partners.