<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="restrict-debits-on-mandates"></a> <h2>Restrict debits on mandates</h2> <p>This module was written to allow a debit workflow where a customer announces a maximum amount that can be debited within a given period.</p> <a name="installation"></a> <h3>Installation</h3> <p>This module depends on :</p> <ul class="simple"> <li>field_rrule from the <a class="reference external" href="https://github.com/OCA/server-tools">server-tools</a> repository</li> </ul> <a name="usage"></a> <h3>Usage</h3> <p>To use this module, you need to:</p> <ol class="arabic simple"> <li>configure a banking mandate for your customer with a maximum amount per date</li> <li>adjust the repetition rule, the default is every month</li> <li>fill in a start and end date for which the repetition rule applies</li> <li>when selecting move lines in a payment order, amounts will be capped to the maximum amount given in the mandate.</li> <li>in case you have missed debit dates according to the repetition rule, the maximum amount is multiplied by the number of dates missed</li> </ol> <p>If this does not work as expected, check the following</p> <ul class="simple"> <li>check the tab <cite>Mandate restrictions</cite> on the payment order, it will contain a log why some lines were capped or removed</li> <li>is the invoice the move is originating from linked to the mandate?</li> <li>is the mandate in state 'valid'?</li> <li>is there an occurrence in the repetition rule falling between today (or the scheduled date if it's a fixed order) and the mandate's starting date or the mandate's last date of debit?</li> </ul> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/173/8.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> <a name="known-issues-roadmap"></a> <h3>Known issues / Roadmap</h3> <ul class="simple"> <li>there should be an extra column when selecting move lines showing how much can be debited according to the rule (this is going to be a performance killer)</li> </ul> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-payment/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 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>Holger Brunn &lt;<a class="reference external" href="mailto:hbrunn&#64;therp.nl">hbrunn&#64;therp.nl</a>&gt;</li> </ul> <p>Do not contact contributors directly about help with questions or problems concerning this addon, but use the <a class="reference external" href="mailto:community&#64;mail.odoo.com">community mailing list</a> or the <a class="reference external" href="https://odoo-community.org/groups">appropriate specialized mailinglist</a> for help, and the bug tracker linked in <a class="reference internal" href="#bug-tracker">Bug Tracker</a> above for technical issues.</p> <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>