You can not select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.

81 lines
2.4 KiB

  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 > Invoicing & Payments*
  14. #. In the *Financial Risk* section, fill *Unpaid Margin* for setting the number
  15. of days to last after the due date to consider an invoice as unpaid.
  16. Usage
  17. =====
  18. To use this module, you need to:
  19. #. Go to *Invoicing/Accounting > Sales > Customers*.
  20. #. Select an existing customer or create a new one.
  21. #. Open the *Financial Risk* tab.
  22. #. Set limits and choose options to compute in credit limit.
  23. #. Go to *Invoicing/Accounting > Sales > Customer invoices* and create new
  24. customer invoices.
  25. #. Test the restriction trying to create an invoice for the partner for an
  26. amount higher of the limit you have set.
  27. .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
  28. :alt: Try me on Runbot
  29. :target: https://runbot.odoo-community.org/runbot/134/10.0
  30. Bug Tracker
  31. ===========
  32. Bugs are tracked on `GitHub Issues
  33. <https://github.com/OCA/partner-contact/issues>`_. In case of trouble, please
  34. check there if your issue has already been reported. If you spotted it first,
  35. help us smashing it by providing a detailed and welcomed feedback.
  36. Credits
  37. =======
  38. Images
  39. ------
  40. * Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
  41. Contributors
  42. ------------
  43. * Carlos Dauden <carlos.dauden@tecnativa.com>
  44. * Pedro M. Baeza <pedro.baeza@tecnativa.com>
  45. * Agathe Mollé <agathe.molle@savoirfairelinux.com>
  46. Do not contact contributors directly about support or help with technical issues.
  47. Maintainer
  48. ----------
  49. .. image:: https://odoo-community.org/logo.png
  50. :alt: Odoo Community Association
  51. :target: https://odoo-community.org
  52. This module is maintained by the OCA.
  53. OCA, or the Odoo Community Association, is a nonprofit organization whose
  54. mission is to support the collaborative development of Odoo features and
  55. promote its widespread use.
  56. To contribute to this module, please visit https://odoo-community.org.