Author: |
Open Source Integrators, Amplex Internet |
License: |
LGPL-3 |
Branch: |
12.0-imp-default_warehouse |
Repository: |
kvedder-amplex/osi-addons |
Dependencies: |
account_financial_risk,
sale_subscription,
and
sale_subscription_suspend |
Languages: |
Python (135, 53.1%),
XML (70, 27.6%),
and
reStructuredText (49, 19.3%) |
Other branches: |
12.0,
12.0-AMP-development,
12.0-add-expense_extend,
12.0-add-fedex_delivery,
12.0-add-osi_analytic_segments_purchase_subscription,
12.0-add-osi_analytic_segments_stock,
12.0-add-partner_payment_method,
12.0-add-subscription-variable,
12.0-amp-prorating,
12.0-amp-prorating-daniel,
12.0-fix-erasing_context,
12.0-fix-fsm_account_asset_bug,
12.0-fix-help_fsm,
12.0-fix-helpdesk_fieldservice,
12.0-fix-osi_analytic_segments,
12.0-fix-osi_avatax_connector,
12.0-fix-osi_scrap_reason_code,
12.0-fix-sale_subscription_finanacial_risk,
12.0-fix-travis-errors,
12.0-imp-SRO_to_tree,
12.0-imp-as12_on_abl_form,
12.0-imp-context_contact,
12.0-imp-copy_warehouse,
12.0-imp-expense_extended,
12.0-imp-fsm_help_agree,
12.0-imp-fsm_help_stock,
12.0-imp-fsm_loc_on_sro,
12.0-imp-osi_cc_rec,
12.0-imp-sale_subscription_financial_risk,
12.0-imp-tax_analytic,
12.10-pvm,
12.11-pvm,
and
2-sale_subscription_financial_risk |
Other repositories: |
Banetese/osi-addons,
Chanakya-SerpentCS/osi-addons,
HarshalBhoir/osi-addons,
KonosCL/osi-addons,
SerpentConsultingServices/osi-addons,
antherkiv/osi-addons,
augustodinizl/osi-addons,
brian10048/osi-addons,
bunhin/osi-addons,
consultingerp/osi-addons,
dreispt/osi-addons,
hpatelserpentcs/osi-addons,
loftwah/osi-addons,
marcelsavegnago/osi-addons,
marionumza/osi-addons,
murtuzasaleh/osi-addons,
nikul-serpentcs/osi-addons,
patrickrwilson/osi-addons,
trevi-software/osi-addons,
and
ursais/osi-addons |
<h1 class="title">Sale Subscription 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/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/ursais/osi-addons/tree/12.0/sale_subscription_financial_risk"><img alt="ursais/osi-addons" src="https://img.shields.io/badge/github-ursais%2Fosi--addons-lightgray.png?logo=github" /></a></p>
<p>The Odoo Subscription module:</p>
<ul class="simple">
<li>provides different stages for a subscription:
Draft, In Progress, To Upsell, Closed.</li>
<li>supports multiples lines of services within a subscription</li>
<li>Services of a subscription in progress can be modified
(product, description, quantity, unit price), added or removed.</li>
</ul>
<p>Some organizations need to be able to suspend a running subscription based on some rules:</p>
<ul class="simple">
<li>Customer has invoices that are overdue by more than X period of time
(weeks, months) of the subscription (dynamic credit limit)</li>
<li>Customer has at least one invoice that is overdue by X days
(configurable on the customer, by default = 15 days)</li>
</ul>
<p>This module allows you to define credit and overdue control with dynamic limit based on subscriptions.</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="#contributors" id="id4">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id5">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id1">Usage</a></h2>
<ul class="simple">
<li>Go to Contacts</li>
<li>Create or select a partner</li>
<li>Go to the "Financial risk" tab</li>
<li>Set the credit limit type: "Fixed Amount" or "Based on Subscriptions" and their attributes</li>
<li>Set the overdue limit</li>
</ul>
<p>A scheduled action will run everyday to update the subscriptions
(suspend or not) based on the customer credit and overdue statuses.</p>
<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/ursais/osi-addons/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/ursais/osi-addons/issues/new?body=module:%20sale_subscription_financial_risk%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id3">Credits</a></h2>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id4">Contributors</a></h3>
<ul class="simple">
<li><a class="reference external" href="https://www.amplex.net">Amplex Internet</a>:<ul>
<li>Jacob Barnard <<a class="reference external" href="mailto:jbarnard@amplex.net">jbarnard@amplex.net</a>></li>
</ul>
</li>
<li><a class="reference external" href="https://www.opensourceintegrators.com">Open Source Integrators</a>:<ul>
<li>Maxime Chambreuil <<a class="reference external" href="mailto:mchambreuil@opensourceintegrators.com">mchambreuil@opensourceintegrators.com</a>></li>
</ul>
</li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id5">Maintainers</a></h3>
<p>This module is maintained by Open Source Integrators.</p>
<a class="reference external image-reference" href="https://www.opensourceintegrators.com"><img alt="Open Source Integrators" src="https://github.com/ursais.png" /></a>
<p>Open Source Integrators™ (OSI) provides customers a unique combination of
open source business process consulting and implementations.</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/max3903"><img alt="Maxime Chambreuil" src="https://github.com/max3903.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/ursais/osi-addons/tree/12.0/fieldservice_account_asset">OSI Odoo Addons</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>