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Pedro M. Baeza
21aa9ab2e0
|
8 years ago | |
|---|---|---|
| .. | ||
| data | 8 years ago | |
| i18n | 8 years ago | |
| models | 8 years ago | |
| tests | 8 years ago | |
| views | 8 years ago | |
| wizard | 8 years ago | |
| README.rst | 8 years ago | |
| __init__.py | 8 years ago | |
| __openerp__.py | 8 years ago | |
README.rst
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
======================
Partner Financial Risk
======================
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 Adviser group).
Configuration
=============
To configure this module, you need to:
#. Go to *Invoicing/Accounting > Configuration > Settings > Invoicing & Payments*
#. In the *Financial Risk* section, fill *Unpaid 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:
#. Go to *Invoicing/Accounting > Sales > Customers*.
#. Select an existing customer or create a new one.
#. Open the *Financial Risk* tab.
#. Set limits and choose options to compute in credit limit.
#. Go to *Invoicing/Accounting > Sales > Customer invoices* and create new
customer invoices.
#. Test the restriction trying to create an invoice for the partner for an
amount higher of the limit you have set.
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/134/9.0
Bug Tracker
===========
Bugs are tracked on `GitHub Issues
<https://github.com/OCA/partner-contact/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.
Credits
=======
Contributors
------------
* Carlos Dauden <carlos.dauden@tecnativa.com>
* Pedro M. Baeza <pedro.baeza@tecnativa.com>
Maintainer
----------
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
This module is maintained by the OCA.
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.
To contribute to this module, please visit https://odoo-community.org.