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Alert for customer due payment

on 10/7/13, 9:48 AM 2,924 views

How can be make an alert in Openerp v7.0 while login into the database .

The alert shows payment dues of customers.


Ray Carnes

--Ray Carnes--
| 9 7 9
Keyport, United States
--Ray Carnes--

Senior ERP Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0.

Completed Odoo Functional and Technical Training.

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I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
On 10/7/13, 3:37 PM

See https://accounts.openerp.com/forum/Help-1/question/21427


For example, add two new fields to the res.partner.tree view:

image description

This will give you a view that looks something like this:

image description

If you create your own view (much better than changing one of the default views because any changes will be removed when you upgrade if you change a default view) and your own window action, you can apply a domain to show only those customers who are over their limit.

As for showing this as an alert once you login, I don't have any thoughts on that.

i know how to set the credit limit. And i saw the alert message. If his payment due = 500 and credit limit is =10000 Then can alert the payment due =500 .How can i configure this type of alert message.

on 10/8/13, 2:11 AM

Hi Ray, I also need the same requirement. I have set the credit limit for a customer to 10000. then payment due = 500. I have two questions: 1. When i login to my database, can i see all the due payment alerts of all customers. 2. Any other option, i just want to show alert of all payment dues of all customers.

on 10/8/13, 7:40 AM

The "Total Receivables" and "Credit Limit" fields are shown on the form view of the Customer, just add these fields to the list view of the Customer. If you want a view of JUST customers who are over their limit, you can set a domain on a new menu's window action to filter just when TR >= CL.

Ray Carnes
on 10/8/13, 1:40 PM

I couldnt understand RAY. CAn you explain it briefly?

on 10/9/13, 2:05 AM

Hi Ray i update the question. Please check it..

on 10/16/13, 4:13 AM

any to implement my need.

on 10/17/13, 9:32 AM

Hi Ray thaks for the updated answer. Is it possible to popup a window on button click that just gives an alert of the above mentioned overdue payment (without editing the py file).

on 10/18/13, 2:41 AM

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Asked: 10/7/13, 9:48 AM
Seen: 2924 times
Last updated: 3/16/15, 8:10 AM