<a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg"> </a> <a name="partner-credit-limit"></a> <h2>Partner Credit Limit</h2> <p>This module prevents users from shippings orders that would put customers above their credit limit based on open invoices.</p> <p>It adds a new group that allows certain users to manage credit hold of the customers.</p> <p>After this module is installed, credit limits will be verified for all customers.</p> <a name="innstallation"></a> <h3>Innstallation</h3> <ul class="simple"> <li>No specific installation required.</li> </ul> <a name="configuration"></a> <h3>Configuration</h3> <ul class="simple"> <li>Add allowed users to the 'Credit Hold' group</li> </ul> <a name="usage"></a> <h3>Usage</h3> <ul class="simple"> <li>Create a customer, set his salesperson and verify that 'Sales Hold' is checked.</li> <li>Set his credit limit, his payment terms and grace period.</li> <li>Create a quotation for the customer within his credit limit. Confirm it and verify that you cannot ship it<ul> <li>Uncheck 'Sales Hold' and verify that you can now ship it.</li> <li>Generate the invoice and confirm it.</li> </ul> </li> <li>Create a quotation for the customer to go over his credit limit. Confirm it and verify that you cannot ship it.</li> <li>Create a quotation for the customer within his credit limit<ul> <li>Confirm it and generate the invoice but change the invoice date to be over his payment term and grace period.</li> <li>Validate the invoice and verify that you cannot ship the order.</li> </ul> </li> </ul> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/154/10.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/stock-logistics-workflow/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smash it by providing detailed and welcomed feedback.</p> <a name="credits"></a> <h3>Credits</h3> <a name="images"></a> <h4>Images</h4> <ul class="simple"> <li>Odoo Community Association: <a class="reference external" href="https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg">Icon</a>.</li> </ul> <a name="contributors"></a> <h4>Contributors</h4> <ul class="simple"> <li>Adam O'Connor &lt;<a class="reference external" href="mailto:aoconnor&#64;ursainfosystems.com">aoconnor&#64;ursainfosystems.com</a>&gt;</li> <li>Sandeep Mangukiya &lt;<a class="reference external" href="mailto:smangukiya&#64;ursainfosystems.com">smangukiya&#64;ursainfosystems.com</a>&gt;</li> <li>Maxime Chambreuil &lt;<a class="reference external" href="mailto:mchambreuil&#64;ursainfosystems.com">mchambreuil&#64;ursainfosystems.com</a>&gt;</li> <li>Balaji Kannan &lt;<a class="reference external" href="mailto:bkannan&#64;ursainfosystems.com">bkannan&#64;ursainfosystems.com</a>&gt;</li> <li>Bhavesh Odedra &lt;<a class="reference external" href="mailto:bodedra&#64;ursainfosystems.com">bodedra&#64;ursainfosystems.com</a>&gt;</li> </ul> <a name="funders"></a> <h4>Funders</h4> <p>The development of this module has been financially supported by:</p> <ul class="simple"> <li>Ursa Information Systems &lt;<a class="reference external" href="http://www.ursainfosystems.com">http://www.ursainfosystems.com</a>&gt;</li> </ul> <a name="maintainer"></a> <h4>Maintainer</h4> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>This module is maintained by the OCA.</p> <p>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.</p> <p>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>