odoo-addon-account-financial-risk 18.0.1.1.2

Manage customer risk

Account Financial Risk

Adds a new page in partner to manage its Financial Risk. (Only visible for User or Manager Financial Risk groups)

If any limit is exceeded, you won’t be able to confirm any of its invoices unless you are authorized (Financial Risk Manager group). You can click in risk amount to view amount origin.

When a non-zero credit limit is set, the last modification date is saved and displayed next to the credit limit.

Optionally, the credit information can be shown in the portal view for the customer, if configured accordingly.

Table of contents

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

To configure this module, you need to:

1. Go to User and set group User or Manager Financial Risk

2. Go to Invoicing/Accounting > Configuration > Settings > Accounting

3. In the Customer Payments section, fill Maturity Margin for setting the number of days to last after the due date to consider an invoice as unpaid.

(Optional) To display credit information in the customer portal, go to Invoicing > Configuration > Settings > Financial Risk and activate Show credit information in portal.

Credit information can be displayed on the portal if it is enabled globally, and can be disabled individually for certain contacts.

Usage

To use this module, you need to:

1. Go to Invoicing/Accounting > Customers > Customers.

2. Select an existing customer or create a new one.

3. Open the Financial Risk tab.

4. Set limits and choose options to compute in credit limit.

5. Go to Invoicing/Accounting > Customers > Invoices and create new customer invoices.

6. Test the restriction trying to create an invoice for the partner for an amount higher of the limit you have set.

7. Return to Customer Financial Risk tab and click in amount to view origin.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Tecnativa

Contributors

• Tecnativa:

  • Carlos Dauden

  • Pedro M. Baeza

  • Ernesto Tejeda

• Agathe Mollé <[e-mail]>

• Ugne Sinkeviciene <[e-mail]>

• Ooops404:

  • Ilyas <[e-mail]>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/credit-control project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.