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  1. .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
  2. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  3. :alt: License: AGPL-3
  4. ======================
  5. Partner Financial Risk
  6. ======================
  7. Adds a new page in partner to manage its *Financial Risk*.
  8. If any limit is exceeded, you won't be able to confirm any of its invoices
  9. unless you are authorized (Account Adviser group).
  10. Configuration
  11. =============
  12. To configure this module, you need to:
  13. #. Go to *Invoicing/Accounting > Configuration > Settings > Accounting &
  14. Finance*
  15. #. In the *Financial Risk* section, fill *Maturity Margin* for setting the
  16. number of days to last after the due date to consider an invoice as unpaid.
  17. Usage
  18. =====
  19. To use this module, you need to:
  20. #. Go to *Invoicing/Accounting > Sales > Customers*.
  21. #. Select an existing customer or create a new one.
  22. #. Open the *Financial Risk* tab.
  23. #. Set limits and choose options to compute in credit limit.
  24. #. Go to *Invoicing/Accounting > Sales > Customer invoices* and create new
  25. customer invoices.
  26. #. Test the restriction trying to create an invoice for the partner for an
  27. amount higher of the limit you have set.
  28. .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
  29. :alt: Try me on Runbot
  30. :target: https://runbot.odoo-community.org/runbot/134/10.0
  31. Bug Tracker
  32. ===========
  33. Bugs are tracked on `GitHub Issues
  34. <https://github.com/OCA/partner-contact/issues>`_. In case of trouble, please
  35. check there if your issue has already been reported. If you spotted it first,
  36. help us smashing it by providing a detailed and welcomed feedback.
  37. Credits
  38. =======
  39. Images
  40. ------
  41. * Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
  42. Contributors
  43. ------------
  44. * Carlos Dauden <carlos.dauden@tecnativa.com>
  45. * Pedro M. Baeza <pedro.baeza@tecnativa.com>
  46. * Jairo Llopis <jairo.llopis@tecnativa.com>
  47. * David Vidal <david.vidal@tecnativa.com>
  48. * Agathe Mollé <agathe.molle@savoirfairelinux.com>
  49. Do not contact contributors directly about support or help with technical issues.
  50. Maintainer
  51. ----------
  52. .. image:: https://odoo-community.org/logo.png
  53. :alt: Odoo Community Association
  54. :target: https://odoo-community.org
  55. This module is maintained by the OCA.
  56. OCA, or the Odoo Community Association, is a nonprofit organization whose
  57. mission is to support the collaborative development of Odoo features and
  58. promote its widespread use.
  59. To contribute to this module, please visit https://odoo-community.org.