======================
Account Financial Risk
======================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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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).
**Table of contents**
.. contents::
:local:
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.
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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_financial_risk%0Aversion:%2011.0%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
* Agathe Mollé <agathe.molle@savoirfairelinux.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.
This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/11.0/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 !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\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/11.0/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-11-0/credit-control-11-0-account_financial_risk\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n :target: https://runbot.odoo-community.org/runbot/262/11.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \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\n**Table of contents**\n\n.. contents::\n :local:\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\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 smashing it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_financial_risk%0Aversion:%2011.0%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\n* Agathe Moll\u00e9 <agathe.molle@savoirfairelinux.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\nThis module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/11.0/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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