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Postdated Check Management (PDC) Odoo

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Required Apps Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Technical Name post_dated_cheque_mgt_app
License OPL-1
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Technical Name post_dated_cheque_mgt_app
License OPL-1

Introduction

The Post-Dated Cheque (PDC) Management App for Odoo by Edge Technologies provides a comprehensive solution for managing post-dated cheque payments. This module allows users to apply PDC payments to customer invoices and vendor bills, generate corresponding journal entries, and track the status of each cheque through various stages.

Key Features

  • Apply PDC Payments: Easily apply post-dated cheque payments to customer invoices and vendor bills.

  • Generate Journal Entries: Automatically generate journal entries with default configured PDC accounts.

  • Track Cheque Status: Monitor the status of each cheque through stages such as registered, returned, deposited, bounced, and done.

  • Due Date Notifications: Receive notifications for upcoming PDC due dates based on configured settings.

  • User Access Rights: Configure user access rights for PDC payment operations.

  • PDC Reports: Generate and print PDF reports for PDC payments.

Benefits

  • Streamlined PDC Management: Simplify the process of managing post-dated cheques within Odoo.

  • Improved Financial Tracking: Maintain accurate records of PDC payments and their statuses.

  • Enhanced User Control: Define user roles and permissions to control access to PDC payment functionalities.

  • Efficient Reporting: Quickly generate reports for auditing and reconciliation purposes.

  • Seamless Integration: Integrate PDC management seamlessly into existing Odoo accounting workflows.

Compatibility & Technical Details

  • Technical Name: post_dated_cheque_mgt_app

  • License: Odoo Proprietary License v1.0

  • Required Modules: Invoicing (account), Purchase (purchase), Sales (sale_management), Discuss (mail)

  • Installation Steps: Install via Odoo Apps interface; configure PDC settings and user roles as per organizational requirements.

Odoo Post Dated Cheque Management in Customer Invoice and Vendor Bill Apps


This odoo module/apps help to user Apply PDC Payment, Generate PDC Payment Entries, Generate Journal Entries with Default Configured PDC Account, Also Re-Generate Journal Entries with Configured PDC Account when the Done Collect Cash from PDC Payment from Customer Invoice and Vendor Bill. Filter PDC Payments by Stages and Customers. allow PDC Due Date Notification with Various Date.


User Access Rights

Configure User Access Rights for PDC Payment.

Configure PDC Account

Configure PDC Account for Default Set in Journal Entries.

PDC Payment & Journal Entries from Invoice

Validate, Generate PDC Payment & Journal Entries witn PDC Account from Invoice.

PDC Payment & Journal Entries from Vendor Bill

Validate, Generate PDC Payment & Journal Entries with PDC Account from Vendor Bill.

Done Collect Cash & Re-Generate Journal Entries

Done Collect Cash and Re-Generate Journal Entries with PDC Account from PDC Payment.

Report for PDC Payment

After Posted or Collect Cash you can easily Print Report PDF Report of PDC Payment.


Description


Configure User Access Rights

Configure User Access Rights for Sale Invoice and Delivery Status.


Configure PDC Payment (PDC Payable Account/PDC Receivable Account) in Invoices Setting.

Configure PDC Payment (PDC Payable Account/PDC Receivable Account) from Invoicing -> Configuration -> Chart of Accounts .


Apply PDC Payment from Customer Invoice

Apply PDC Payment from customer invoice form.


Configure PDC Payment & Validate

PDC Payment wizard open then validate then auto generate journal entries.


Posted PDC Payment

Posted PDC Payment Entries with PDC Payment Account in Journal Entries.


Deposit Validated PDC Payment in Collect Cash Stage

Show Journal Entries and Journal Items after validate PDC Payment, Deposit PDC Payment.


Journal Entries After Validate PDC Payment

View Journal entries after validate PDC Payment.


Journal Items After Validate PDC Payment

Journal Items After Validate PDC Payment from Invoice.


Bounce PDC Payment in Deposit Stage

Bounce Validated PDC Payment in Deposit Stage, and Generate accounting entries.


Re-Deposit Validated PDC Payment in Bounce Stage

Re-Deposit in Bounce Stage, also Cancel PDC Payment Payment option, Generate accounting entries.


Done Validated PDC Payment in Deposit Stage

Done Validated PDC Payment in Deposit Stage, Generate accounting entries.


Successfully Done Customer PDC Cheque Payment

Successfully Done PDC Cheque Payment then Posted Entries.


PDC Due Date Mail Notification based on Configured Date

PDC Due Date Mail Notification Before one Days from Current Date.



PDC Due Date Mail Notification Before two Days from Current Date.


Apply PDC Payment from Purchase Vendor Bill

Apply PDC Payment from purchase vendor bill.


Configure PDC Payment & Validate

Configure PDC Payment then validate will be generate journal entries automatically with configured PDC Account.


PDC Payment List

View Validated PDC Payment List.


Validated PDC Payment, Generated Journal Entries, Deposit PDC Payment

Validated PDC Payment, Generated Journal Entries, Deposit PDC Payment and also view other Returned and Cancel Payment Button in Collect Cash Stage.


Posted PDC Journal Entries

Posted PDC Journal Entries with PDC Account.


Posted PDC Journal Items

Posted PDC Journal Items with PDC Account.


Bounce PDC Cheque Payment in Deposited Stage

Bounce Validated PDC Cheque Payment in Deposited Stage then Generate Journal Entries.


Re-Deposit PDC Cheque Payment in Bounce Stage

Re-Deposit Validated PDC Cheque Payment in Bounce Stage then Generate Journal Entries.


Done PDC Cheque Payment in Deposit Stage

Done Validated PDC Cheque Payment in Deposit Stage then Generate Journal Entries.


Successfully Done Vendor PDC Cheque Payment

Successfully Done PDC Cheque Payment then Posted Entries.


Filtered Vendor PDC Payment

Filtered Vendor PDC Payment by Stages.



Group by Vendor PDC Payment by Supplier.


Vendor PDC Payment Report

Generate Vendor PDC Payment PDF Report by one click.


Generated Vendor PDC Payment Report

View Generated Vendor PDC Payment PDF Report with PDC Payment Status.



Our Services


Get In Touch


You will get 60 Days free support in case any bugs or issue.

For any query or support contact us without hesitation on

[email protected]

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
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LGPL, MIT, or proprietary licenses similar to this one).

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