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.

74 lines
2.2 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/134/9.0
  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. Contributors
  39. ------------
  40. * Carlos Dauden <carlos.dauden@tecnativa.com>
  41. * Pedro M. Baeza <pedro.baeza@tecnativa.com>
  42. Maintainer
  43. ----------
  44. .. image:: https://odoo-community.org/logo.png
  45. :alt: Odoo Community Association
  46. :target: https://odoo-community.org
  47. This module is maintained by the OCA.
  48. OCA, or the Odoo Community Association, is a nonprofit organization whose
  49. mission is to support the collaborative development of Odoo features and
  50. promote its widespread use.
  51. To contribute to this module, please visit https://odoo-community.org.