功能背后的故事
ODOO 的标准行为
Aged balance in Odoo is based on the due date, which is fixed once an invoice is validated and is also a mandatory legal field that should not be modified after validation. If your customer delays payment, you cannot record the expected payment date and thus cannot follow up on your aged balance based on the expected payment date.
此外，您无法按销售员跟踪账龄，因此也无法与每位销售员一起为其客户制定关键的应对措施。
CLUEDOO 的行为
Cluedoo 通过新增以下功能增强 Odoo 的账龄报表：
- 「Based on expected payment date」选项。您可按到期日或预期付款日查看账龄分析，客户侧和供应商侧均可。
- 按销售员的筛选，便于财务部门与销售员之间的沟通。
模块亮点 (MODULE +)
If you have experienced some customer payment delays, this module is a must-have because Odoo's basic settings of aged balance do not offer a setting for expected payment dates.
业务场景
You are working on a project, and your customer does not respect the due date at all. So, if you check your aged balance, almost all of your invoices are due, and you cannot use this aged balance to get an accurate idea about your positive cash flow during the next month.
借助预期付款日，账龄分析能为您的现金流提供清晰、贴近实际的可视性。
CLUEDOO 建议
Expected payment date management is one of Cluedoo's most recommended practices. This should be installed on 100% of the database using invoicing modules.
我们的功能作为解决方案
Expected Payment Date
可在 Invoices 上设置预期付款日，并获得 Aged Receivable 与 Payable Expected Date 报表
HOW TO USE THIS MODULE
客户发票/供应商账单上的预期付款日
可在发票/账单上设置 Expected Payment Date
Aged Receivable/Payable Expected Date 报表
Cluedoo 提供 Aged Receivable/Payable Expected Date 报表，可在其中查看已在发票/账单上设置的所有预期付款日
备注：
From v18, we no longer have the Aged Receivable/Payable Expected Date report because we can use the configuration and add the needed columns
Aged Receivable/Payable 报表
Due Date、Invoice Date 与 Expected Date 列的数据将取自发票/账单
销售员筛选
在 Aged Receivable and Payable Expected Date 报表上，可按 Salesperson 筛选。
Note: Sales Person filter should only work on Aged Receivable
