Customer Credit Management

by
Odoo

6.72

v 13.0 Third Party 5
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 166
Technical Name ak_credit_management
LicenseOPL-1
Websitehttp://www.aktivsoftware.com
Versions 16.0 13.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 166
Technical Name ak_credit_management
LicenseOPL-1
Websitehttp://www.aktivsoftware.com
Versions 16.0 13.0 14.0

Allows to set Credit limit.

This Module allows you to set individual credit limits by customer.

Sale Order

Here is a sale order with a Total Amount of $800.40

Request For Approval Dialog

SO requires Sale Manager approval as it's total amount is greater that the credit limit.
Manager approval is also needed if total of other confirmed SO(invoice yet not created) amount of same customer or due amount of invoice of same customer is greater than credit limit.

User without Sale Manager Rights

User without 'Sale Manager' rights can not approve the sale order of any customer whose credit limit has reached

Set Sale Manager Rights

A user having Sale manager Rights can approve the Sale order of Customer is the SO amount has exceeded credit limit

Approval Button

A 'Approve' button is displayed to approve the SO.

Invoice Created

An Invoice is created from SO.

Remaining Limit Calculated

If an invoice is not approved, the remaining limit is computed by subtracting the total amount of the invoice from the credit limit. A Negative amount will be displayed when the remaining value exceeds the credit limit.

Invoice Approved

An Invoice Status is Posted.

Remaining Limit Calculation

When the status of an invoice changes, then again remaining limit is calculated.

Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

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copies or substantial portions of the Software.

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