<h1 class="title">Sale Payment Sheet Financial Risk</h1> <p><a class="reference external image-reference" 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 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.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/credit-control/tree/15.0/sale_payment_sheet_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 image-reference" href="https://translation.odoo-community.org/projects/credit-control-15-0/credit-control-15-0-sale_payment_sheet_financial_risk"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" 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>Extends Partner Financial Risk to allows you to deduct from the risk the amounts collected on sale payment sheets pending reconciliation.</p> <p>When <em>Deduct Sale Payment Sheet</em> is set each risk field is reduced depending of payment sheet invoice status (type of debt) and shows amounts grouped by field risk.</p> <img alt="When deduction not is set" src="https://raw.githubusercontent.com/OCA/credit-control/15.0/sale_payment_sheet_financial_risk/static/description/deduct_sale_payment_sheet_unset.png" style="width: 400px;" /> <img alt="When deduction is set" src="https://raw.githubusercontent.com/OCA/credit-control/15.0/sale_payment_sheet_financial_risk/static/description/deduct_sale_payment_sheet_set.png" style="width: 400px;" /> <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>Customers &gt; Financial Risk</em></li> <li>You will see the new Sale Payment Sheet field that accumulates in negative sign the unreconciled payments so that this amount can be deducted from the risk.</li> <li>Set <em>Deduct Sale Payment Sheet</em> to reduce each risk field depending of payment sheet invoice status (type of debt).</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/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:%20sale_payment_sheet_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="#id3">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id4">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id5">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Carlos Dauden</li> <li>Ernesto Tejeda</li> </ul> </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/credit-control/tree/15.0/sale_payment_sheet_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>