odoo-addon-sale-payment-sheet-financial-risk


Nameodoo-addon-sale-payment-sheet-financial-risk JSON
Version 16.0.1.0.0.3 PyPI version JSON
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home_pagehttps://github.com/OCA/credit-control
SummaryManage partner risk in sale payment sheet
upload_time2024-04-16 03:47:33
maintainerNone
docs_urlNone
authorTecnativa, Odoo Community Association (OCA)
requires_python>=3.10
licenseAGPL-3
keywords
VCS
bugtrack_url
requirements No requirements were recorded.
Travis-CI No Travis.
coveralls test coverage No coveralls.
            =================================
Sale Payment Sheet Financial Risk
=================================

.. 
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.. |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/sale_payment_sheet_financial_risk
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Extends Partner Financial Risk to allows you to deduct from the risk the amounts
collected on sale payment sheets pending reconciliation.

When *Deduct Sale Payment Sheet* is set each risk field is reduced depending of payment
sheet invoice status (type of debt) and shows amounts grouped by field risk.

.. image:: https://raw.githubusercontent.com/OCA/credit-control/16.0/sale_payment_sheet_financial_risk/static/description/deduct_sale_payment_sheet_unset.png
   :alt: When deduction not is set
   :width: 400 px

.. image:: https://raw.githubusercontent.com/OCA/credit-control/16.0/sale_payment_sheet_financial_risk/static/description/deduct_sale_payment_sheet_set.png
   :alt: When deduction is set
   :width: 400 px

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module, you need to:

#. Go to *Customers > Financial Risk*
#. You will see the new Sale Payment Sheet field that accumulates in negative sign the
   unreconciled payments so that this amount can be deducted from the risk.
#. Set *Deduct Sale Payment Sheet* to reduce each risk field depending of payment sheet
   invoice status (type of debt).

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:%20sale_payment_sheet_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
  * Ernesto Tejeda
  * Carolina Fernandez

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.

This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/16.0/sale_payment_sheet_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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