| Author: |
Open Source Integrators |
| License: |
AGPL-3 |
| Branch: |
16.0 |
| Repository: |
ursais/osi-addons |
| Dependencies: |
account,
sale,
sale_stock,
and
stock |
| Languages: |
HTML (98, 15.7%),
Python (173, 27.6%),
SVG (189, 30.2%),
XML (131, 20.9%),
and
reStructuredText (35, 5.6%) |
| Other branches: |
14-dr-precomit,
14-mig-osi_account_bank_statement-dr,
14.0,
14.0-ADD-osi_blanket_order_mps,
14.0-ADD-osi_product_serial_check,
14.0-ECH-osi_partner_credit_limit,
14.0-FIX-fields_missing_error,
14.0-FIX-fieldservice_mobile,
14.0-FIX-osi_helpdesk_stock,
14.0-FIX-osi_helpdesk_stock_PVM,
14.0-FIX_missing_mode_key_error,
14.0-IMP-fieldservice_mobile,
14.0-IMP-osi_addons,
14.0-IMP-osi_partner_credit_limit,
14.0-IMP-web_many2many_groupby,
14.0-PVM-IMP-osi_bank_reconciled_report,
14.0-add-bom_cost_rollup,
14.0-add-osi_purchase_product_configurator,
14.0-add-stock_bin_location,
14.0-add_osi_prod_cost_rollup_to_bom,
14.0-add_osi_purchase_product_configurator,
14.0-bank_recon,
14.0-fix-analytic_segments_traceback_error,
14.0-fix-fsm_osi_stock_conflict,
14.0-fix-osi_ana_segments,
14.0-fix-osi_payment_method,
14.0-fix-osi_seg_defaults_fix,
14.0-fix-pre-commit-errors,
14.0-fix-pvm-ticket-12998-dropship_error,
14.0-fix-sro-procurement-group-error,
14.0-go_live,
14.0-google_oauth,
14.0-imp-pvm_0629,
14.0-mig-agreement_sale_subscription,
14.0-mig-connector_voicent_helpdesk_ticket,
14.0-pvm/0519,
14.0_CT_MICR_check_report,
14.0_FIX_osi_fifo_serialized_fix,
14.0_IMP_osi_partner_credit_limit,
14.0_MIG_osi_edi_infrastructure,
14.0_MIG_sale_subscription_brand,
14.0_casai_purchase_budget_validation,
15.0_mig_inv,
30588_payment_check_history_status_2,
30588_payment_check_history_status_3,
BOTW/14.0.1.8.0-RC1,
BOTW/14.0.3.0.0-RC1,
BOTW/14.0.4.0.0-RC1,
BOTW/14.0.5.0.0,
CT_MIG_osi_product_cost_price,
KUDU/14.0.1.0.0,
KUDU/14.0.2.0.2,
KUDU/14.0.2.0.6,
KUDU/14.0.2.0.7,
KUDU/14.0.2.0.9,
KUDU/14.0.2.3.0,
ORR/14.0.1.0.0,
ORR/14.0.1.0.1,
ORR/14.0.1.1.0,
ORR/14.0.3.0.0,
ORR/14.0.4.0.0,
ORR/14.0.5.0.0,
ORR/14.0.7.0.0,
ORR/14.0.8.0.0,
ORR/14.0.9.0.0,
SKA/14.0-RC1,
add_osi_blanket_order_mps,
advance_check_void_date,
advance_check_void_date_change,
bk-account_bank_statement_extend,
bot/14.12,
bot/14.15,
bot/14.17,
botools,
botw/14.0.1.7.0,
cas/14.0.1.0.0-RC4,
cas/14.0.1.0.0-RC5,
cas/14.0.1.0.0-RC6,
cas/14.0.1.0.0-RC7,
cas/14.0.1.0.0-RC8,
cas/14.0.1.0.1,
cas/14.0.1.1.0-RC1,
cas/14.0.1.2.0-RC1,
cas/14.0.1.3.0-RC1,
cas/14.0.1.3.1,
cas/14.0.1.4.0,
cas/14.0.2.0.0,
cas/14.0.2.0.0_OD-255,
cas/14.0.2.0.0_OD-362,
cs_fifo_fix,
cs_svl_fixes,
def/14.0,
fix_ticket_25135,
fko/14.0.1.0.0,
fko/14.0.2.1.0,
helpdesk_fieldservice_fix,
mcy/14.0-RC1,
mit/16.0,
mrp_plm_notification,
osi_helpdesk_sale_pw_imp,
pvm-14-hepdesk_ticket-fix,
pvm-14.0-fix-helpdesk-view,
pvm/14.0-RC1,
pvm/14.0.1.0.0-RC2,
pvm/14.0.1.0.0-RC2-max,
pvm/14.0.1.0.1-RC1,
pvm/14.0.1.15.0-RC2,
pvm/14.0.1.16.0,
pvm/14.0.1.17.0,
pvm14/06_14,
pvm14_06/14,
rma_return_label,
umt/14.0.1.0.0,
umt/14.0.2.0.0,
umt/14.0.24.0.0-RC1,
umt/14.0.27.0.0,
umt/14.0.27.0.2,
umt/14.0.28.0.0,
and
umt/14.0.31.0.0 |
| Other repositories: |
trevi-software/osi-addons |
<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.svg">
</a>
<a name="overview"></a>
<h2>Overview</h2>
<p>This module prevents users from shippings orders that would put customers
above their credit limit based on open invoices.</p>
<p>It adds a new group that allows certain users to manage credit hold of the
customers.</p>
<p>After this module is installed, credit limits will be verified for all
customers.</p>
<a name="configuration"></a>
<h3>Configuration</h3>
<ul class="simple">
<li>Add users to the 'Credit Hold' group</li>
</ul>
<a name="usage"></a>
<h3>Usage</h3>
<ul class="simple">
<li>Sales Hold on Customer: Disallows new sales orders and prevents confirmation
of existing quotations.</li>
<li>Credit Hold on Customer: Allows new sales orders, confirmation of orders,
but prevents orders from being shipped.</li>
<li>Credit Limit: Maximum allowed receivable balance for a customer.</li>
<li>Grace period: Time allowed for the customer to make payment after the term
has expired.</li>
<li>Credit Override: When set on sale order, allows shipment on the sale order
to be processed even if there is a hold on the sale order.</li>
<li>Credit Override requires special permission to be set on the user.</li>
</ul>
<a name="credits"></a>
<h3 class="with-subtitle">Credits</h3>
<h3 class="section-subtitle" id="contributors"><span class="section-subtitle">Contributors</span></h3>
<ul class="simple">
<li>OSI Dev Team <<a class="reference external" href="mailto:contact@opensourceintegrators.com">contact@opensourceintegrators.com</a>></li>
<li>Sandeep Mangukiya <<a class="reference external" href="mailto:smangukiya@opensourceintegrators.com">smangukiya@opensourceintegrators.com</a>></li>
<li>Maxime Chambreuil <<a class="reference external" href="mailto:mchambreuil@opensourceintegrators.com">mchambreuil@opensourceintegrators.com</a>></li>
<li>Bhavesh Odedra <<a class="reference external" href="mailto:bodedra@opensourceintegrators.com">bodedra@opensourceintegrators.com</a>></li>
<li>Balaji Kannan <<a class="reference external" href="mailto:bkannan@opensourceintegrators.com">bkannan@opensourceintegrators.com</a>></li>
<li>Hardik Suthar <<a class="reference external" href="mailto:hsuthar@opensourceintegrators.com">hsuthar@opensourceintegrators.com</a>></li>
<li>Chankya Soni <<a class="reference external" href="mailto:csoni@opensourceintegrators.com">csoni@opensourceintegrators.com</a>></li>
</ul>