.. 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 > Accounting &
Finance*
#. In the *Financial Risk* 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 > 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/134/10.0
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
=======
Images
------
* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
Contributors
------------
* Carlos Dauden <carlos.dauden@tecnativa.com>
* Pedro M. Baeza <pedro.baeza@tecnativa.com>
* Jairo Llopis <jairo.llopis@tecnativa.com>
* David Vidal <david.vidal@tecnativa.com>
* Agathe Mollé <agathe.molle@savoirfairelinux.com>
Do not contact contributors directly about support or help with technical issues.
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.
Raw data
{
"_id": null,
"home_page": "https://www.tecnativa.com",
"name": "odoo10-addon-partner-financial-risk",
"maintainer": "",
"docs_url": null,
"requires_python": "~=2.7",
"maintainer_email": "",
"keywords": "",
"author": "Tecnativa, Odoo Community Association (OCA)",
"author_email": "support@odoo-community.org",
"download_url": "",
"platform": "",
"description": ".. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n\n======================\nPartner Financial Risk\n======================\n\nAdds a new page in partner to manage its *Financial Risk*.\n\nIf any limit is exceeded, you won't be able to confirm any of its invoices\nunless you are authorized (Account Adviser group).\n\nConfiguration\n=============\n\nTo configure this module, you need to:\n\n#. Go to *Invoicing/Accounting > Configuration > Settings > Accounting &\n Finance*\n#. In the *Financial Risk* 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 > Sales > 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 > Sales > Customer 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\n.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas\n :alt: Try me on Runbot\n :target: https://runbot.odoo-community.org/runbot/134/10.0\n\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues\n<https://github.com/OCA/partner-contact/issues>`_. In case of trouble, please\ncheck there if your issue has already been reported. If you spotted it first,\nhelp us smashing it by providing a detailed and welcomed feedback.\n\n\nCredits\n=======\n\nImages\n------\n\n* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.\n\nContributors\n------------\n\n* Carlos Dauden <carlos.dauden@tecnativa.com>\n* Pedro M. Baeza <pedro.baeza@tecnativa.com>\n* Jairo Llopis <jairo.llopis@tecnativa.com>\n* David Vidal <david.vidal@tecnativa.com>\n* Agathe Moll\u00e9 <agathe.molle@savoirfairelinux.com>\n\nDo not contact contributors directly about support or help with technical issues.\n\nMaintainer\n----------\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nThis module is maintained by the OCA.\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\nTo contribute to this module, please visit https://odoo-community.org.\n\n\n",
"bugtrack_url": null,
"license": "AGPL-3",
"summary": "Manage partner risk",
"version": "10.0.1.0.1",
"project_urls": {
"Homepage": "https://www.tecnativa.com"
},
"split_keywords": [],
"urls": [
{
"comment_text": "",
"digests": {
"blake2b_256": "11ad2edcd083289bba135dd95a717c8ff17d88f467eacf88493b80a5594adab1",
"md5": "1e5dfd6d89e18b9c376befcfa313313f",
"sha256": "a83e87d0d9acb86f752223f1005a65e80370c926c105e6735b4e5e320c3bf73f"
},
"downloads": -1,
"filename": "odoo10_addon_partner_financial_risk-10.0.1.0.1-py2-none-any.whl",
"has_sig": false,
"md5_digest": "1e5dfd6d89e18b9c376befcfa313313f",
"packagetype": "bdist_wheel",
"python_version": "py2",
"requires_python": "~=2.7",
"size": 203922,
"upload_time": "2020-09-26T05:38:27",
"upload_time_iso_8601": "2020-09-26T05:38:27.173373Z",
"url": "https://files.pythonhosted.org/packages/11/ad/2edcd083289bba135dd95a717c8ff17d88f467eacf88493b80a5594adab1/odoo10_addon_partner_financial_risk-10.0.1.0.1-py2-none-any.whl",
"yanked": false,
"yanked_reason": null
}
],
"upload_time": "2020-09-26 05:38:27",
"github": false,
"gitlab": false,
"bitbucket": false,
"codeberg": false,
"lcname": "odoo10-addon-partner-financial-risk"
}