======================
Account Financial Risk
======================
..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcredit--control-lightgray.png?logo=github
:target: https://github.com/OCA/credit-control/tree/16.0/account_financial_risk
:alt: OCA/credit-control
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-account_financial_risk
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/credit-control&target_branch=16.0
:alt: Try me on Runboat
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Adds a new page in partner to manage its *Financial Risk*.
(Only visible for User or Manager Financial Risk groups)
If any limit is exceeded, you won't be able to confirm any of its invoices
unless you are authorized (Financial Risk Manager group).
You can click in risk amount to view amount origin.
.. figure:: https://raw.githubusercontent.com/OCA/credit-control/16.0/account_financial_risk/static/description/financial_risk_click.png
When a non-zero credit limit is set, the last modification date is saved and
displayed next to the credit limit.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure this module, you need to:
#. Go to User and set group User or Manager Financial Risk
#. Go to *Invoicing/Accounting > Configuration > Settings > Accounting*
#. In the *Customer Payments* section, fill *Maturity 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 > Customers > 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 > Customers > 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.
#. Return to Customer *Financial Risk* tab and click in amount to view origin.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_financial_risk%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Tecnativa
Contributors
~~~~~~~~~~~~
* `Tecnativa <https://www.tecnativa.com>`_:
* Carlos Dauden
* Pedro M. Baeza
* Ernesto Tejeda
* Agathe Mollé <agathe.molle@savoirfairelinux.com>
* Ugne Sinkeviciene <ugne@versada.eu>
* `Ooops404 <https://www.ooops404.com>`__:
* Ilyas <irazor147@gmail.com>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-carlosdauden| image:: https://github.com/carlosdauden.png?size=40px
:target: https://github.com/carlosdauden
:alt: carlosdauden
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-carlosdauden|
This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/16.0/account_financial_risk>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "======================\nAccount Financial Risk\n======================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:e81b96f2a825ac1d5a813a977d901282590efdf6736885168b6da4fd5eebcb86\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcredit--control-lightgray.png?logo=github\n :target: https://github.com/OCA/credit-control/tree/16.0/account_financial_risk\n :alt: OCA/credit-control\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/credit-control-16-0/credit-control-16-0-account_financial_risk\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/credit-control&target_branch=16.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nAdds a new page in partner to manage its *Financial Risk*.\n(Only visible for User or Manager Financial Risk groups)\n\nIf any limit is exceeded, you won't be able to confirm any of its invoices\nunless you are authorized (Financial Risk Manager group).\nYou can click in risk amount to view amount origin.\n\n.. figure:: https://raw.githubusercontent.com/OCA/credit-control/16.0/account_financial_risk/static/description/financial_risk_click.png\n\nWhen a non-zero credit limit is set, the last modification date is saved and\ndisplayed next to the credit limit.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nTo configure this module, you need to:\n\n#. Go to User and set group User or Manager Financial Risk\n#. Go to *Invoicing/Accounting > Configuration > Settings > Accounting*\n#. In the *Customer Payments* section, fill *Maturity Margin* for setting the\n number of days to last after the due date to consider an invoice as unpaid.\n\nUsage\n=====\n\nTo use this module, you need to:\n\n#. Go to *Invoicing/Accounting > Customers > Customers*.\n#. Select an existing customer or create a new one.\n#. Open the *Financial Risk* tab.\n#. Set limits and choose options to compute in credit limit.\n#. Go to *Invoicing/Accounting > Customers > Invoices* and create new\n customer invoices.\n#. Test the restriction trying to create an invoice for the partner for an\n amount higher of the limit you have set.\n#. Return to Customer *Financial Risk* tab and click in amount to view origin.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_financial_risk%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Tecnativa\n\nContributors\n~~~~~~~~~~~~\n\n* `Tecnativa <https://www.tecnativa.com>`_:\n\n * Carlos Dauden\n * Pedro M. Baeza\n * Ernesto Tejeda\n\n* Agathe Moll\u00e9 <agathe.molle@savoirfairelinux.com>\n\n* Ugne Sinkeviciene <ugne@versada.eu>\n\n* `Ooops404 <https://www.ooops404.com>`__:\n\n * Ilyas <irazor147@gmail.com>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-carlosdauden| image:: https://github.com/carlosdauden.png?size=40px\n :target: https://github.com/carlosdauden\n :alt: carlosdauden\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-carlosdauden| \n\nThis module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/16.0/account_financial_risk>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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