$ 21.44
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies |
Show
•
Odoo 15 Accounting
• Cash Book, Day Book, Bank Book Financial Reports • Customer Credit Limit With Warning and Blocking • Customer Follow Up Management • Odoo 15 Account Bank Statement Import • Odoo 15 Accounting Financial Reports • Odoo 15 Assets Management • Odoo 15 Budget Management • Odoo 15 Fiscal Year & Lock Date • Odoo 15 Recurring Payment |
| Lines of code | 10202 |
| Technical Name |
loyal_pdc_management_community |
| License | AGPL-3 |
| Website | https://www.loyalitsolutions.com/ |
| Versions | 14.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies |
Show
•
Odoo 15 Accounting
• Cash Book, Day Book, Bank Book Financial Reports • Customer Credit Limit With Warning and Blocking • Customer Follow Up Management • Odoo 15 Account Bank Statement Import • Odoo 15 Accounting Financial Reports • Odoo 15 Assets Management • Odoo 15 Budget Management • Odoo 15 Fiscal Year & Lock Date • Odoo 15 Recurring Payment |
| Lines of code | 10202 |
| Technical Name |
loyal_pdc_management_community |
| License | AGPL-3 |
| Website | https://www.loyalitsolutions.com/ |
| Versions | 14.0 15.0 |
Post Dated Cheque(PDC) Management - Community Edition
In Invoice/Bill, a post-dated cheque is a cheque written by the customer/vendor (payer) for a date in the future.
Version 15.0
Community
Overview
In Invoice/Bill, a post-dated cheque is a cheque written by the customer/vendor (payer) for a date in the future. Whether a post-dated cheque may be cashed or deposited before the date written on it depends on the country. Currently, odoo does not provide any kind of feature to manage post-dated cheque. That why we make this module, it will help to manage a post-dated cheque with accounting journal entries. This module provides a feature to Register PDC Cheque in an account. This module allows to manage postdated cheque for the customer as well vendors, you can easily track/move to a different state of cheque like new, registered, return, deposit, bounce, done. We have taken care of all states with accounting journal entries, You can easily list filter cheque with different states.There is an user role Accountant Treasury. The user who has access for that user role can only do the bounce and done process. To verify the process from Treasury end if the other process are done by a junior accountant.
Key Highlights!
- You can create PDC payment of multiple invoice/bill
- Can easily configure
- You can also register PDC Payment for single Invoice/Bill
- Status of the PDC Payment can be monitored in chatter
- There are 4 states in PDC payment(Register, Return, Deposit, Bounce, Done and cancel)
- There is an user role Accountant Treasury,The user who has access for Accountant treasury can only do Bounce and Done process.
- We can cancel the payment in registered state.
- You can see the sum of all payments in the list view.
- You can manage partially payment for the PDC cheque
- Easy to manage PDC Payment of customers.
- Easy to manage PDC Payment of vendors.
- It reduces human efforts and important time.
Configuration and Features
Simple steps are there to follow , to enable and work with PDC Management.
01
Configuration
In configuration part first of all we need to create two chart of account for PDC Payable and PDC Recievable in which type is current asset.
02
Configuration
Go to Accounting modules - configuration - settings - Select PDC Account fpr Customer and PDC Account for Supplier.
03
User Role Configuration
Create a User Treasury to give Accountant treasury role. Enable Accountant Treasury boolean field for that user. That user can only do the bounce and done process in PDC payment.
04
Register PDC
To create PDC payment for multiple invoice/bills. Select multiple invoice/bills from list view with same partner.Under action dropdown menu - click on register PDC.
05
Register PDC
When we click on register pdc , a pop up window comes. Add the data's in it like amount, cheque number , journal , bank , payment date , pdc date , memo and agent bank.You can also attach the file.After that click on register pdc button.
06
When we click on register PDC button it goes to registered state.Here in registered state deposit , return and cancel button are available.
07
Cancel PDC
To cancel the PDC payment - click on cancel button in registered state. Then it will be cancelled and move to cancelled state.
08
Return & Deposit Process
When we click on return .It goes to returned state.And when we click on deposit. It goes to deposit state.In deposit state we can view bounce and done buttons.
09
User Acess for Bounce and Done Process
The user who has only access for accountant treasury role can only have the access for bounce and done button. For other users that button will not be visible in deposit state.
10
Treasury Acess User
Login as an user who has accountant treasury role access.Then bounce and done button will be visible and access will be there.
11
Bounce Process
When we click on bounce button. It goes to bounced state.Here we will have the access for deposit , register and cancel buttons.
12
PDC Done
When we click on done button a pop up window comes to cross check the account date and journal.And when we click on ok button, It moves to done status and the PDC payment will be successfully done. The same process take place for PDC payment for multiple vendor bill also.
13
PDC payment for single invoice/vendor bill
We can also do PDC payment for single invoice/vendor bill.For that click on the Invoice/vendor bill.And in its form view click on register pdc button.And it follows the same states as register ,deposit ,bounce ,done and cancel.
14
PDC Payment Status
In accounting module. Under pdc payment menu , we can view all pdc payment status.
15
PDC create button
In accounting module. Under pdc payment menu , we can also directly create pdc payment by clicking on create button..
16
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Need Any Help?
Do you have any query ? Do you need any support from our side ? We are happy to assist you
Email us
support@loyalitsolutions.com / info@loyalitsolutions.com
Contact Us
www.loyalitsolutions.com
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