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.
Table of contents
Configuration
To configure this module, you need to:
- Go to User and set group User or Manager Financial Risk
- Go to Invoicing/Accounting > Configuration > Settings > Accounting
- 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:
- Go to Invoicing/Accounting > Customers > Customers.
- Select an existing customer or create a new one.
- Open the Financial Risk tab.
- Set limits and choose options to compute in credit limit.
- Go to Invoicing/Accounting > Customers > Invoices and create new customer invoices.
- Test the restriction trying to create an invoice for the partner for an amount higher of the limit you have set.
- 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 <[email protected]>
- Ugne Sinkeviciene <[email protected]>
- Ooops404:
- Ilyas <[email protected]>
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.
Python dependencies
| Package | Version | Secured | ||
|---|---|---|---|---|
| openupgradelib | 3.6.1 | |||
| python_dateutil | 2.9.0.post0 |
Available languages
| Language | % translated | ||
|---|---|---|---|
| Spanish (VE) / Español (VE) |
67%
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| Portuguese / Português |
67%
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| Italian / Italiano |
52%
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| Portuguese (BR) / Português (BR) |
50%
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| Slovenian / slovenščina |
35%
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| German / Deutsch |
35%
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| Dutch / Nederlands |
13%
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| Finnish / Suomi |
11%
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| Croatian / hrvatski jezik |
11%
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| Slovak / Slovenský jazyk |
10%
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| Portuguese / Português |
10%
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| Chinese (Simplified) / 简体中文 |
10%
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| Bulgarian / български език |
9%
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| Romanian / română |
9%
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| French (CA) / Français (CA) |
9%
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||
| Dutch (BE) / Nederlands (BE) |
9%
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||
| Norwegian Bokmål / Norsk bokmål |
9%
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||
| Spanish (MX) / Español (MX) |
9%
|
||
| Spanish / Español |
9%
|
||
| Arabic / الْعَرَبيّة |
9%
|
||
| Spanish / Español |
9%
|
||
| Croatian / hrvatski jezik |
9%
|
||
| English (UK) |
8%
|
||
| Hungarian / Magyar |
8%
|
||
| Hebrew / עִבְרִי |
8%
|
||
| Estonian / Eesti keel |
8%
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||
| Spanish (EC) / Español (EC) |
8%
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||
| Thai / ภาษาไทย |
8%
|
||
| Mongolian / монгол |
8%
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| Swedish / Svenska |
8%
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||
| Ukrainian / українська |
8%
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||
| Polish / Język polski |
8%
|
||
| Greek / Ελληνικά |
8%
|
||
| Vietnamese / Tiếng Việt |
8%
|
||
| Spanish (CO) / Español (CO) |
8%
|
||
| Chinese (Traditional) / 繁體中文 |
8%
|
||
| Spanish (AR) / Español (AR) |
8%
|
||
| Bosnian / bosanski jezik |
8%
|
||
| Turkish / Türkçe |
8%
|
||
| Spanish (DO) / Español (DO) |
8%
|
||
| Serbian (Latin) / srpski |
8%
|
||
| Persian / فارس |
8%
|
||
| Spanish (CL) / Español (CL) |
8%
|
||
| Indonesian / Bahasa Indonesia |
8%
|
||
| French (CH) / Français (CH) |
8%
|
||
| Macedonian / македонски јазик |
8%
|
||
| Turkish / Türkçe |
8%
|
||
| Japanese / 日本語 |
8%
|
||
| Spanish (PE) / Español (PE) |
7%
|
||
| Lithuanian / Lietuvių kalba |
6%
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||
| Spanish (CR) / Español (CR) |
6%
|
||
| Spanish (PY) / Español (PY) |
6%
|
||
| Vietnamese / Tiếng Việt |
6%
|
||
| Latvian / latviešu valoda |
6%
|
||
| Russian / русский язык |
6%
|
||
| Lithuanian / Lietuvių kalba |
6%
|
||
| Dutch / Nederlands |
4%
|
||
| French / Français |
2%
|
||
| French / Français |
2%
|
||
| English (AU) |
1%
|
||
| Catalan / Català |
1%
|
||
| Hindi / हिंदी |
1%
|
||
| Galician / Galego |
1%
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||
| Lao / ພາສາລາວ |
1%
|
||
| Basque / Euskara |
1%
|
||
| Galician / Galego |
1%
|
||
| Slovak / Slovenský jazyk |
0%
|