Account Financial Risk

by ,
Odoo
v 13.0 Third Party 406
Download for v 13.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 815
Technical Name account_financial_risk
LicenseAGPL-3
Websitehttps://github.com/OCA/credit-control
Versions 12.0 16.0 11.0 13.0 15.0 14.0
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Account Financial Risk

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

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.

https://raw.githubusercontent.com/OCA/credit-control/13.0/account_financial_risk/static/description/financial_risk_click.png

Table of contents

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.

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

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.

Current maintainer:

carlosdauden

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.

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Doesn't do what we need
by
Connect2Safety
on 10/12/22, 11:18 AM

The blocking of the customer needs to be done before the picking of the products. Now it only stops us from making an invoice ... That is too late. Is it possible to change ?