openerp-community team mailing list archive

[Nicholas Riegel <nriegel@xxxxxxxxxxxxxxxxxxxxx>]

Does OpenERP V7 or any module offer the feature of "evergreen" retainers?

Most of us understand what a retainer is: money given to a professional
and held in trust to cover future services. An evergreen retainer is
essentially a retainer that requires the client to keep a minimum
balance in the retainer account until an agreed upon time. For example,
when the client is first retained, they deposit the retainer fee (i.e.
$1000). As services are provided to the client, money is transfered from
the retainer account to operational accounts. Once the balance in the
retainer account decreases to less than a specific amount(i.e. $750), an
invoice is sent out requesting the client to fund the retainer account
to the original deposit amount ($1000). This is popular among many
attorneys. One of my clients is an attorney and needs this feature.

Any suggestions on how to accomplish this with OpenERP?

Thank you in advance.

Nicholas Riegel
Chief Technology Developer / Founder
ITpedia-Solutions.com
Baltimore: 443-574-ITPS (4877)
MD/DC: 240-343-ITPS (4877)
VA: 703-828-ITPS (4877)
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