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Manage customer risk

Project description

Beta License: AGPL-3 OCA/credit-control Translate me on Weblate Try me on Runbot

Adds a new page in partner to manage its Financial Risk.

If any limit is exceeded, you won’t be able to confirm any of its invoices unless you are authorized (Account Adviser group).

Table of contents

Configuration

To configure this module, you need to:

  1. Go to Invoicing/Accounting > Configuration > Settings > Accounting & Finance
  2. In the Financial Risk section, fill Maturity Margin for setting the number of days to last after the due date to consider an invoice as unpaid.

Usage

To use this module, you need to:

  1. Go to Invoicing/Accounting > Sales > 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 > Sales > Customer 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.

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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

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.

Project details


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Filename, size & hash SHA256 hash help File type Python version Upload date
odoo11_addon_account_financial_risk-11.0.1.0.0.99.dev4-py2.py3-none-any.whl (169.1 kB) Copy SHA256 hash SHA256 Wheel py2.py3 Aug 8, 2018

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