Scheduled action to create activities

Question

Hi
in our System, v15 e, after 30 days, the customer receives the 3rd payment reminder (Payment Follow-up) . I would like to create an automatic activity for 30 days + 7 = 37 calendar days so that the salesperson automatically receives an activity with the note: provided the invoice is still unpaid, of course.

Thanks
Marcus

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
Refer to the blog below which shows how to trigger automated actions based on the conditions
https://www.cybrosys.com/blog/automated-actions-automation-in-the-odoo-16-erp [1]
Hope it helps.

[1] https://www.cybrosys.com/blog/automated-actions-automation-in-the-odoo-16-erp

Genaro Rodríguez · Answer

Hey
Checkout Automated Rules, specifically to generate an Activity
https://www.odoo.com/documentation/17.0/applications/studio/automated_actions.html [1]

[1] https://www.odoo.com/documentation/17.0/applications/studio/automated_actions.html

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