======================
Account Financial Risk
======================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:alt: License: AGPL-3
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:target: https://github.com/OCA/credit-control/tree/12.0/account_financial_risk
:alt: OCA/credit-control
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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 Billing Manager group).
You can click in risk amount to view amount origin.
.. figure:: https://raw.githubusercontent.com/OCA/credit-control/12.0/account_financial_risk/static/description/financial_risk_click.png
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure this module, you need to:
#. 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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_financial_risk%0Aversion:%2012.0%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>
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/12.0/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/12.0/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-12-0/credit-control-12-0-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/262/12.0\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 Billing Manager group).\n\nYou can click in risk amount to view amount origin.\n\n.. figure:: https://raw.githubusercontent.com/OCA/credit-control/12.0/account_financial_risk/static/description/financial_risk_click.png\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#. 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 smashing it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_financial_risk%0Aversion:%2012.0%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\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/12.0/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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