On Saturday, December 5, 2015 at 11:00:09 AM UTC+1, Cédric Krier wrote: > > On 2015-12-05 01:44, Ossi Viljakainen wrote: > > Then I'm experiencing some weirdness: > > 1) There are several overdue lines, but the module does not create > dunnings > > for them. Is my configuration wrong, or am I doing something weird? > > The party should have a dunning procedure and there should be a level in > that procedure that match the current line (ex: number of overdue days). > So it is not because a line overdue that a dunning will necessary be > created. >
There was no dunning procedure. Added. > > 2) Sometimes the customer contacts and wants to agree on a payment plan > > (extended payment time, or payment in installments etc). In this case > there > > should not be any further dunning letters. How to accomplish this? > > You can block a dunning for escalating to the next level. > But I think this could be improved to allow to set a date for how long > the dunning should be blocked. > Ok, this is great :) > > 3) Some customers have paid their invoice, but still Dunnings module > create > > new dunnings for them. I double-checked, and yes, the invoice has been > > marked as "Paid". Is this an issue, or am I being stupid? > > This is very strange because it should not create a dunning for > reconciled lines. And once the line of a dunning is reconciled, the > dunning is marked as inactive. > In the Party > Accounting the Dunning procedure was blank. In Financial > Account Configuration > the Default Dunning Procedure was also blank. I added the default procedure there, and now it created the dunnings as expected. > > 4) What does the "Blocked" checkbox do? Block the dunnings module to > create > > further dunnings or block the customer from further sale? > > See above. > To block a customer for further sale, it is the module > sale_credit_limit. Thanks, will have to install that. 1) Is it possible to have dunning letters in different languages (based on party/language) and different formats (based on party/country)? Where do I define which letter to use? 2) Currently all dunning levels use the same letter, which is impractical. For different levels, different wordings would be needed. Where do I configure which letter to use for each level? 3) I'd like to get the module to automatically email the level 1 & 2 payment reminders to the customers (plain email / attached pdf). How to set this up? 4) SMS payment reminder would be also nice and fast. Has anyone experimented with SMS gateways & Tryton? -Ossi -- 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/90f56d55-ddda-465b-a50f-50f6bf329eca%40googlegroups.com.
