<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/15.0/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-15-0/credit-control-15-0-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/262/15.0"><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>.</p> <p>If any limit is exceeded, you won't be able to confirm any of its invoices unless you are authorized (Account Billing Manager group).</p> <p>You can click in risk amount to view amount origin.</p> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/credit-control/15.0/account_financial_risk/static/description/financial_risk_click.png" src="https://raw.githubusercontent.com/OCA/credit-control/15.0/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 <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:%2015.0%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> <li>Ugne Sinkeviciene &lt;<a class="reference external" href="mailto:ugne&#64;versada.eu">ugne&#64;versada.eu</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>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/carlosdauden"><img alt="carlosdauden" src="https://github.com/carlosdauden.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/credit-control/tree/15.0/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>