Process to remind sales invoice not paid

[Malin Nicolas]

Hi,

I checked with OFBiz if is possible to have a process to remind to a
customer by letter an invoice that the due date is past and isn't paid.
I don't found with ootb, this process exist in OFBiz ?

Else I made on enhancement :
  * Add an entity CommunicationEventInvoice
  * Add entry menu Reminder Invoice on invoice menu when not paid and
due date past
  * Add screenlet on invoiceOverview to list all reminder do on this invoice
  * Add print button to keep the letter to post

Idea, When an accountant click on Reminder Invoice button, a service
create a communicationEvent with reasonEnumId "REMINDER_INVOICE" and
associate it with invoice. When you list all reminder, you list
communicationEvent associate.

The first version works only on one invoice, but it possible to improve
with many invoice on one communication Event or use a dedicate screen to
write a specific reminder.

if it interests, I will open an issue

Nicolas

--
Nicolas MALIN
Consultant
Tél : [phone]
Site projet : http://www.neogia.org/
-------
Société LibrenBerry
Tél : [phone]
Site : http://www.librenberry.net/

[Pierre Smits]

Nicolas,

First of all, great suggestion!

You know you have the overview of outstanding invoices in both AP and AR.
Maybe it would be usefull to include such a function in there. Fin Admin
(specifically charged with credit control) would work from that screen the
majority of their time.

If the overview there would be extended to have a tick box to include one
(or more) of the invoices and buttons for invoice reminder in PDF and for
the communication event that would trigger the process, then the manual
process would be covered. Don't you agree?

Regards,

Pierre

2012/6/14 Nicolas Malin <[hidden email]>

> Hi,
>
> I checked with OFBiz if is possible to have a process to remind to a
> customer by letter an invoice that the due date is past and isn't paid.
> I don't found with ootb, this process exist in OFBiz ?
>
> Else I made on enhancement :
>  * Add an entity CommunicationEventInvoice
>  * Add entry menu Reminder Invoice on invoice menu when not paid and due
> date past
>  * Add screenlet on invoiceOverview to list all reminder do on this invoice
>  * Add print button to keep the letter to post
>
> Idea, When an accountant click on Reminder Invoice button, a service
> create a communicationEvent with reasonEnumId "REMINDER_INVOICE" and
> associate it with invoice. When you list all reminder, you list
> communicationEvent associate.
>
> The first version works only on one invoice, but it possible to improve
> with many invoice on one communication Event or use a dedicate screen to
> write a specific reminder.
>
> if it interests, I will open an issue
>
> Nicolas
>
> --
> Nicolas MALIN
> Consultant
> Tél : [phone]
> Site projet : http://www.neogia.org/
> -------
> Société LibrenBerry
> Tél : [phone]
> Site : http://www.librenberry.net/
>
>

[Malin Nicolas]

Hi Pierre,

Your suggestion is interesting and I had the same idea but not implement
for time reason ;)

I open an issue https://issues.apache.org/jira/browse/OFBIZ-4938 with my
first works near my customer delivery that works only on one invoice
(but I think with many invoice on reminder)

Nicolas




Le 14/06/2012 11:31, Pierre Smits a écrit :

> Nicolas,
>
> First of all, great suggestion!
>
> You know you have the overview of outstanding invoices in both AP and AR.
> Maybe it would be usefull to include such a function in there. Fin Admin
> (specifically charged with credit control) would work from that screen the
> majority of their time.
>
> If the overview there would be extended to have a tick box to include one
> (or more) of the invoices and buttons for invoice reminder in PDF and for
> the communication event that would trigger the process, then the manual
> process would be covered. Don't you agree?
>
> Regards,
>
> Pierre
>
> 2012/6/14 Nicolas Malin<[hidden email]>
>
>> Hi,
>>
>> I checked with OFBiz if is possible to have a process to remind to a
>> customer by letter an invoice that the due date is past and isn't paid.
>> I don't found with ootb, this process exist in OFBiz ?
>>
>> Else I made on enhancement :
>>   * Add an entity CommunicationEventInvoice
>>   * Add entry menu Reminder Invoice on invoice menu when not paid and due
>> date past
>>   * Add screenlet on invoiceOverview to list all reminder do on this invoice
>>   * Add print button to keep the letter to post
>>
>> Idea, When an accountant click on Reminder Invoice button, a service
>> create a communicationEvent with reasonEnumId "REMINDER_INVOICE" and
>> associate it with invoice. When you list all reminder, you list
>> communicationEvent associate.
>>
>> The first version works only on one invoice, but it possible to improve
>> with many invoice on one communication Event or use a dedicate screen to
>> write a specific reminder.
>>
>> if it interests, I will open an issue
>>
>> Nicolas
>>
>> --
>> Nicolas MALIN
>> Consultant
>> Tél : [phone]
>> Site projet : http://www.neogia.org/
>> -------
>> Société LibrenBerry
>> Tél : [phone]
>> Site : http://www.librenberry.net/
>>
>>

--
Nicolas MALIN
Consultant
Tél : [phone]
Site projet : http://www.neogia.org/
-------
Société LibrenBerry
Tél : [phone]
Site : http://www.librenberry.net/

[Pierre Smits]

Nicolas,

I will have a look later today/tomorrow,

Regards,

Pierre

2012/6/14 Nicolas Malin <[hidden email]>

> Hi Pierre,
>
> Your suggestion is interesting and I had the same idea but not implement
> for time reason ;)
>
> I open an issue https://issues.apache.org/**jira/browse/OFBIZ-4938<https://issues.apache.org/jira/browse/OFBIZ-4938>with my first works near my customer delivery that works only on one
> invoice (but I think with many invoice on reminder)
>
> Nicolas
>
>
>
>
> Le 14/06/2012 11:31, Pierre Smits a écrit :
>
>  Nicolas,
>>
>> First of all, great suggestion!
>>
>> You know you have the overview of outstanding invoices in both AP and AR.
>> Maybe it would be usefull to include such a function in there. Fin Admin
>> (specifically charged with credit control) would work from that screen the
>> majority of their time.
>>
>> If the overview there would be extended to have a tick box to include one
>> (or more) of the invoices and buttons for invoice reminder in PDF and for
>> the communication event that would trigger the process, then the manual
>> process would be covered. Don't you agree?
>>
>> Regards,
>>
>> Pierre
>>
>> 2012/6/14 Nicolas Malin<malin.nicolas@**librenberry.net<[hidden email]>
>> >
>>
>>  Hi,
>>>
>>> I checked with OFBiz if is possible to have a process to remind to a
>>> customer by letter an invoice that the due date is past and isn't paid.
>>> I don't found with ootb, this process exist in OFBiz ?
>>>
>>> Else I made on enhancement :
>>>  * Add an entity CommunicationEventInvoice
>>>  * Add entry menu Reminder Invoice on invoice menu when not paid and due
>>> date past
>>>  * Add screenlet on invoiceOverview to list all reminder do on this
>>> invoice
>>>  * Add print button to keep the letter to post
>>>
>>> Idea, When an accountant click on Reminder Invoice button, a service
>>> create a communicationEvent with reasonEnumId "REMINDER_INVOICE" and
>>> associate it with invoice. When you list all reminder, you list
>>> communicationEvent associate.
>>>
>>> The first version works only on one invoice, but it possible to improve
>>> with many invoice on one communication Event or use a dedicate screen to
>>> write a specific reminder.
>>>
>>> if it interests, I will open an issue
>>>
>>> Nicolas
>>>
>>> --
>>> Nicolas MALIN
>>> Consultant
>>> Tél : [phone]
>>> Site projet : http://www.neogia.org/
>>> -------
>>> Société LibrenBerry
>>> Tél : [phone]
>>> Site : http://www.librenberry.net/
>>>
>>>
>>>
>
> --
> Nicolas MALIN
> Consultant
> Tél : [phone]
> Site projet : http://www.neogia.org/
> -------
> Société LibrenBerry
> Tél : [phone]
> Site : http://www.librenberry.net/
>
>

[hans_bakker]

Hi Nicolas,
this is fairly easy to implement because send an invoice per email is
already under the button on the invoice detail.

Just setup  a background daily job to check the payment date of open
invoices

if it is over the current date use the function to send the invoice with
a appropriate message...

Regards,
Hans

On 06/14/2012 02:20 PM, Nicolas Malin wrote:

> Hi,
>
> I checked with OFBiz if is possible to have a process to remind to a
> customer by letter an invoice that the due date is past and isn't paid.
> I don't found with ootb, this process exist in OFBiz ?
>
> Else I made on enhancement :
>  * Add an entity CommunicationEventInvoice
>  * Add entry menu Reminder Invoice on invoice menu when not paid and
> due date past
>  * Add screenlet on invoiceOverview to list all reminder do on this
> invoice
>  * Add print button to keep the letter to post
>
> Idea, When an accountant click on Reminder Invoice button, a service
> create a communicationEvent with reasonEnumId "REMINDER_INVOICE" and
> associate it with invoice. When you list all reminder, you list
> communicationEvent associate.
>
> The first version works only on one invoice, but it possible to
> improve with many invoice on one communication Event or use a dedicate
> screen to write a specific reminder.
>
> if it interests, I will open an issue
>
> Nicolas
>