| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Approvals (approvals)
• Discuss (mail) • Employees (hr) • Invoicing (account) • Inventory (stock) • Sales (sale_management) |
| Community Apps Dependencies | Show |
| Lines of code | 1583 |
| Technical Name |
approvals_credit_management |
| License | OPL-1 |
| Website | https://sodexis.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Approvals (approvals)
• Discuss (mail) • Employees (hr) • Invoicing (account) • Inventory (stock) • Sales (sale_management) |
| Community Apps Dependencies | Show |
| Lines of code | 1583 |
| Technical Name |
approvals_credit_management |
| License | OPL-1 |
| Website | https://sodexis.com/ |
Approvals Credit Management
Description
This module is an enhancement of the Odoo Approvals module which focuses on seeking and providing permissions for sale requirements and helps to create server actions in Approval Type based on the approval requirements.
It is configured to ask for approval when there is an over credit limit for the customer. [a]
Configuration
Go to Approvals - - > Configuration - - > Approval Type to create a new approval type.
Creating a new approval type “Credit Management” inorder to ask for approval if there is an over credit limit for the customer.
Sales Order field is required since approval is needed in the Sale Order Form. Add the approver name in the Approvers field.
- Upon installation of the module, all customers will have a credit limit of zero. When the credit limit is “zero” there is no credit limit assigned to that contact.
- Credit Management field can be set on any customer contact through the “Sales & Purchase” tab.
- Add Prepayment Test can be enabled from Sales configuration.
Go to Sales - -> Settings - -> Enable "Add Prepayment Test" to test even if the credit limit is equal to 0.
Fields
Credit Management on Sales Orders
Credit Limit
- This will restrict confirmation of any SO that is over the value entered in this field or restrict confirmation of a combination of SO over this value if invoice has not been paid.
Note: if the credit limit is “0” on the customer contact, no credit limit will be assigned to this contact.
If Credit limit = $100
- Sales order will not confirm if total value of sale is greater than $100.
- Sales order will not confirm for $50 if the customer has an order already ordered and received a $60 order without payment.
Conditions for server action are given in the Approval Request Needed field and Approval Required Cleared field.
Go to Sales to create a new quotation where the sale order is above the credit limit of the customer. While confirming the Sale Order, A warning message “Approvals are required” appears as shown below.
Click on the Approvals Tab on top of the Sale Order form.
This Credit Management approval is needed when Credit Management Over Credit Limit as shown below which will be approved by the approver.
Once approved, we can see the status as approved for Credit Management in the Approval Tab and hence we can proceed with the sale order flow.
Credits
Contributors
- Sodexis < apps@sodexis.com >
This module is maintained by Sodexis.
[a] @arunkumar@sodexis.com Kindly QA the updated Description.
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