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Re: Detailed Aged Partner Balance Report

by
Camptocamp SA, Frederic Clementi
- 05/21/2015 05:49:20
Unfortunately not at invoice level

camptocamp
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Frédéric Clementi
Project Manager 
Business Solutions

+41 21 619 10 41



2015-05-21 11:41 GMT+02:00 Joël Grand-Guillaume <joel.grandguillaume@camptocamp.com>:
Hi Maxime,


I think this OCA module (from Camptocamp) is doing exactly what you asked for : https://github.com/OCA/account-financial-reporting/tree/8.0/account_financial_report_webkit/report

Choose from the menu "Accounting->Report->Other financial report->Aged partner balance" and chose your option (you can filter on various criteria).

It's have been tested for a while and is now really good I think.

Regards,

Joel




On Thu, May 21, 2015 at 9:07 AM, Peter Langenberg <peter.langenberg@bubbles-it.be> wrote:
As Maxime says, we are also missing this feature.

It doesn't have to be complicated, some filters on name / category / salesman ? are fine !

I saw the layout was quite basic, but I would also provide aside the name the city (because sometimes there are customers of the same owner with the same name) and maybe the phone number too ... Some users use this report to call their customers instead of sending them a 2th or 3th followup.

Think it is a very good initiative.

P


Peter Langenberg
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2015-05-21 1:42 GMT+02:00 Nhomar Hernández <nhomar@gmail.com>:

2015-05-20 17:58 GMT-05:00 Maxime Chambreuil <maxime.chambreuil@savoirfairelinux.com>:
Any other suggestions before we start working on it here ?

Hello Maxime.

The problem with the approach you are asking for (which I remember we did in some place) ts that when you have hundreds of dues per partners it must be grouped per page.

That's the reason is is frequently used by partner, have all in one page is no practical at all (at least on my experience).

I hope it helps.


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camptocamp
INNOVATIVE SOLUTIONS
BY OPEN SOURCE EXPERTS

Joël Grand-Guillaume
Division Manager
Business Solutions

+41 21 619 10 28


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