<h1 class="title">RJC Account Financial Risk Config</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/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/rjc/tree/12.0-fix-credit_limit/rjc_account_financial_risk_config"><img alt="OCA/rjc" src="https://img.shields.io/badge/github-OCA%2Frjc-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/rjc-12-0-fix-credit_limit/rjc-12-0-fix-credit_limit-rjc_account_financial_risk_config"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a></p> <p>Adds a new config in configucation <em>Financial Risk</em>.</p> <p>If any limit is exceeded, you won't be able to confirm any of its invoices unless you are authorized.</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="#authors" id="id4">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> </ul> </li> </ul> </div> <a name="usage"></a> <h2><a class="toc-backref" href="#id1">Usage</a></h2> <p>To use this module, you need to:</p> <ol class="arabic simple"> <li>Go to <em>Invoicing/Accounting &gt; Customers &gt; Customers</em>.</li> <li>Select an existing customer or create a new one.</li> <li>Open the <em>Financial Risk</em> tab.</li> <li>Set limits and choose options to compute in credit limit.</li> <li>Go to <em>Invoicing/Accounting &gt; Configuration &gt; Settings &gt; Invoicing</em></li> <li>In the <em>Customer Payments</em> section, check <em>Block Invoice Risk</em> for validate invoice limit is exceeded.</li> <li>Go to <em>Invoicing/Accounting &gt; Customers &gt; Invoices</em> and create new customer invoices.</li> <li>Test the restriction trying to create an invoice for the partner for an amount higher of the limit you have set.</li> </ol> <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/OCA/rjc/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/OCA/rjc/issues/new?body=module:%20rjc_account_financial_risk_config%0Aversion:%2012.0-fix-credit_limit%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id3">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id4">Authors</a></h3> <ul class="simple"> <li>Ecosoft</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id5">Contributors</a></h3> <ul class="simple"> <li>Saran Lim. &lt;<a class="reference external" href="mailto:saranl&#64;ecosoft.co.th">saranl&#64;ecosoft.co.th</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id6">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <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>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>This module is part of the <a class="reference external" href="https://github.com/OCA/rjc/tree/12.0-fix-credit_limit/rjc_account_financial_risk_config">OCA/rjc</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>