My company will be developing a module to make handling of debtor and
creditor management oer the next week. 

Here is a summary of the module:

I intend to place this under Financial Management and call it Debtor /
Creditor management.

The configuration will enable the setting of which account chart to be
used for Debtor (sales) and Creditors (Purchases)

2 lists will be available, one for Debtors, one for Creditors.

The list will show all partners that have entries for the respective
account chart. 

When a partner is selected, a form will be displayed listing all of the
entries and a total amount.

A notes field can be maintained for this partner.

Dates and notes for each conversation can be added.

A pdf report will show all dialogue with dates.

I am considering linking to a case so emails in and out can be made
available to this form.

In future, we may add the ability to make journal entries so payments or
adjustments can be made in the same place.

If anyone has any suggestions or code they would like including, please
let me know. It is always much easier to implement during the initial
write that#n to come back and add later. I understand that TinyForge
should be used for this but it seems quiet there and we are making this
module directly. It will be placed in TinyForge when we have a first
release. 


Stuart.


_______________________________________________
Tinyerp-users mailing list
http://tiny.be/mailman/listinfo/tinyerp-users

Reply via email to