<h1 class="title">Sale Subscription Financial Risk</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/ursais/osi-addons/tree/12.0/sale_subscription_financial_risk"><img alt="ursais/osi-addons" src="https://img.shields.io/badge/github-ursais%2Fosi--addons-lightgray.png?logo=github" /></a></p> <p>The Odoo Subscription module:</p> <ul class="simple"> <li>provides different stages for a subscription: Draft, In Progress, To Upsell, Closed.</li> <li>supports multiples lines of services within a subscription</li> <li>Services of a subscription in progress can be modified (product, description, quantity, unit price), added or removed.</li> </ul> <p>Some organizations need to be able to suspend a running subscription based on some rules:</p> <ul class="simple"> <li>Customer has invoices that are overdue by more than X period of time (weeks, months) of the subscription (dynamic credit limit)</li> <li>Customer has at least one invoice that is overdue by X days (configurable on the customer, by default = 15 days)</li> </ul> <p>This module allows you to define credit and overdue control with dynamic limit based on subscriptions.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#usage" id="id1">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> <li><a class="reference internal" href="#contributors" id="id4">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id5">Maintainers</a></li> </ul> </li> </ul> </div> <a name="usage"></a> <h2><a class="toc-backref" href="#id1">Usage</a></h2> <ul class="simple"> <li>Go to Contacts</li> <li>Create or select a partner</li> <li>Go to the &quot;Financial risk&quot; tab</li> <li>Set the credit limit type: &quot;Fixed Amount&quot; or &quot;Based on Subscriptions&quot; and their attributes</li> <li>Set the overdue limit</li> </ul> <p>A scheduled action will run everyday to update the subscriptions (suspend or not) based on the customer credit and overdue statuses.</p> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id2">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/ursais/osi-addons/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 smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/ursais/osi-addons/issues/new?body=module:%20sale_subscription_financial_risk%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id3">Credits</a></h2> <a name="contributors"></a> <h3><a class="toc-backref" href="#id4">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.amplex.net">Amplex Internet</a>:<ul> <li>Jacob Barnard &lt;<a class="reference external" href="mailto:jbarnard&#64;amplex.net">jbarnard&#64;amplex.net</a>&gt;</li> </ul> </li> <li><a class="reference external" href="https://www.opensourceintegrators.com">Open Source Integrators</a>:<ul> <li>Maxime Chambreuil &lt;<a class="reference external" href="mailto:mchambreuil&#64;opensourceintegrators.com">mchambreuil&#64;opensourceintegrators.com</a>&gt;</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id5">Maintainers</a></h3> <p>This module is maintained by Open Source Integrators.</p> <a class="reference external image-reference" href="https://www.opensourceintegrators.com"><img alt="Open Source Integrators" src="https://github.com/ursais.png" /></a> <p>Open Source Integrators™ (OSI) provides customers a unique combination of open source business process consulting and implementations.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/max3903"><img alt="Maxime Chambreuil" src="https://github.com/max3903.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/ursais/osi-addons/tree/12.0/fieldservice_account_asset">OSI Odoo Addons</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how, please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>