<h1 class="title">Account 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/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/credit-control/tree/13.0/account_financial_risk"><img alt="OCA/credit-control" src="https://img.shields.io/badge/github-OCA%2Fcredit--control-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/credit-control-13-0/credit-control-13-0-account_financial_risk"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/262/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>Adds a new page in partner to manage its <em>Financial Risk</em>. (Only visible for User or Manager Financial Risk groups)</p> <p>If any limit is exceeded, you won't be able to confirm any of its invoices unless you are authorized (Financial Risk Manager group). You can click in risk amount to view amount origin.</p> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/credit-control/13.0/account_financial_risk/static/description/financial_risk_click.png" src="https://raw.githubusercontent.com/OCA/credit-control/13.0/account_financial_risk/static/description/financial_risk_click.png" /> </div> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To configure this module, you need to:</p> <ol class="arabic simple"> <li>Go to User and set group User or Manager Financial Risk</li> <li>Go to <em>Invoicing/Accounting &gt; Configuration &gt; Settings &gt; Accounting</em></li> <li>In the <em>Customer Payments</em> section, fill <em>Maturity Margin</em> for setting the number of days to last after the due date to consider an invoice as unpaid.</li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">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; 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> <li>Return to Customer <em>Financial Risk</em> tab and click in amount to view origin.</li> </ol> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/credit-control/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/credit-control/issues/new?body=module:%20account_financial_risk%0Aversion:%2013.0%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="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Carlos Dauden</li> <li>Pedro M. Baeza</li> <li>Ernesto Tejeda</li> </ul> </li> <li>Agathe Mollé &lt;<a class="reference external" href="mailto:agathe.molle&#64;savoirfairelinux.com">agathe.molle&#64;savoirfairelinux.com</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">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/credit-control/tree/13.0/account_financial_risk">OCA/credit-control</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>