Account Financial Risk

Manage customer risk

  • Odoo Version

Account Financial Risk

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 Billing Manager group).

You can click in risk amount to view amount origin.

https://raw.githubusercontent.com/OCA/credit-control/12.0/account_financial_risk/static/description/financial_risk_click.png

Table of contents

Configuration

To configure this module, you need to:

  1. Go to Invoicing/Accounting > Configuration > Settings > Accounting
  2. 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 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.