Slovenia - Partner Statement Reports
English | Slovenščina
Prepare a regular statement of account or an overdue follow-up from the same Outstanding Statement wizard. The report adapts its wording, included lines and displayed totals to the selected mode.
Follow-ups include lines due on or before the selected end date; printing does not send a reminder.
Table of contents
Documentation
User Manual: illustrated outstanding-statement and overdue follow-up workflows, cutoff dates and report review.
Features
Adds Print Overdue to the Outstanding Statement wizard.
Prints Follow-Up with reminder text in overdue mode and Statement of Account otherwise.
In overdue mode, includes lines whose maturity date is on or before the report end date.
Adjusts the displayed running balance and total to the included overdue lines.
Extends invoice/reference wording and the report's balance layout.
Configuration
Install with the OCA partner_statement dependency.
Use the dependency's statement access and company configuration.
The overdue option defaults to disabled.
Date parsing supports the supplied partner language, or the current user's language when no partner language is passed, with Slovenian and ISO date fallbacks.
Usage
Print an outstanding statement:
Open the Outstanding Statement wizard.
Select the partners, report end date and other standard statement options.
Leave Print Overdue disabled for the regular statement.
Generate and review the report.
Print a follow-up:
Open the same wizard and enable Print Overdue.
Set the end date used to determine maturity.
Generate the report and review its included lines and total.
Data model notes
outstanding.statement.wizard.print_overdue is passed to the report as is_overdue.
statement.common._is_overdue_line() compares parsed maturity and end dates using an inclusive boundary.
Fallback date formats include %d. %m. %Y and %Y-%m-%d.
The report template calls the helper without a partner-language argument, so the current user language is its first parsing format.
This addon changes the report presentation, not the underlying reconciliation or accounting balances.
Known limitations
The helper parses dates in both report modes. It logs date-parsing failures and excludes the affected line even when Print Overdue is disabled.
The inherited report changes are not gated by a Slovenian company-country check.
Printing a follow-up does not send reminders automatically.
Bug Tracker
Bugs are tracked on PMISuite Repository Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
Credits
Contributors
Matjaž Kalič (MENTIS)
Matjaž Mozetič (LUXIM)
Maintainers
Current maintainer:
Luxim is an independent R&D and deployment company focused on solving complex problems in the Odoo ecosystem.
Luxim is an active member of OCA (Odoo Community Association).