On 2015-12-04 01:26, Ossi Viljakainen wrote: > > How is one supposed to use the dunning module? I have it installed and > configured, and the dunning letter constructed. > But it remains mystery how this is actually supposed to work. > > I have the following questions: > > 1) When selecting: > Financial > Dunnings > Create Dunnings > Create dunning for date <current date> > > I expect this to search the invoices which have status "Posted" and which > are overdue, and based on that create dunnings for the current date. > However, it does not work like this. It does not create any new dunnings, > but gives me a list of past dunnings that are in Draft-state. Why? > > 2) In the menu Financial > Dunnings, there are two options: "Create > Dunnings" and "Dunnings". When selecting the first one, it asks "Create > dunnings for date". After entering the date, it ends up in the exactly same > screen as when selecting "Dunnings" from the menu. So is this "Create > Dunnings" -wizard broken, or am I just not able to understand how it is > supposed to work? The (nearly non-excistant documentation) doesn't help > here at all.
I answer both points as there are the same. The module should create only one dunning record per overdue line. So if you run multiple times the wizard, it will not create new dunning records. Once you have your draft dunning records, you have to process them with the process wizard which will run the action of the level of the dunning. After that the dunning records will be in the state 'done' (for this level) and the "create dunnings" wizard will change the state once it reach the next level and so on. > 3) When I select "New" from Dunnings, I have to select a record manually. > the list there is not practical, as it displays all records, and not only > the open ones. Even the paid ones are shown as "Posted", and not as "Paid". > The only way to differentiate whether an invoice is paid or not is to see > whether there is a reference number on the field "Reconciliation". If I try > to use Filter to filter out the records what should I enter there? I tried > different wildcards, but I don't know how to filter out those records with > data in that field, and get only the blank ones listed. Normally, you should not create manually any dunning records. -- Cédric Krier - B2CK SPRL Email/Jabber: [email protected] Tel: +32 472 54 46 59 Website: http://www.b2ck.com/ -- You received this message because you are subscribed to the Google Groups "tryton" group. To view this discussion on the web visit https://groups.google.com/d/msgid/tryton/20151204095446.GG31908%40tetsuo.wifi.b2ck.com.
