Sale Financial Risk

Manage partner risk in sales orders

  • Odoo Version

Sale Financial Risk

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

Extends Partner Financial Risk to manage sales orders.

Adds a new risk amount field in sale order line to compute risk based on the difference between ordered quantity (or delivered in some cases) and invoiced quantity.

If any limit is exceed the partner gets forbidden to confirm sale orders.

Table of contents

Usage

To use this module, you need to:

  1. Go to Customers > Financial Risk
  2. Set limits and choose options to compute in credit limit.
  3. Go to Sales -> Orders -> Orders and create a new Sales Orders.

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.