Author: |
Tecnativa, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
15-small-fix-account_invoice_overdue_reminder |
Repository: |
akretion/credit-control |
Dependencies: |
account_financial_risk,
and
sale |
Languages: |
HTML (356, 59.0%),
PO File (58, 9.6%),
Python (108, 17.9%),
XML (24, 4.0%),
and
reStructuredText (57, 9.5%) |
Other branches: |
14-fix-overdue_reminder-reporting_engines,
and
14.0-fix-sale_financial_risk-orderby |
Other repositories: |
Change2improve/credit-control,
Darknroses/credit-control,
ForgeFlow/credit-control,
Gabinete-Digital/credit-control,
Ingeos/credit-control,
OCA/credit-control,
Tecnativa/credit-control,
acsone/credit-control,
brain-tec/credit-control,
coopiteasy/credit-control,
and
ursais/credit-control |
<h1 class="title">Sale Financial Risk Info</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/sale_financial_risk_info"><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-sale_financial_risk_info"><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>Extends account financial risk to add consumption info in sales orders.</p>
<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 class="with-subtitle"><a class="toc-backref" href="#id1">Configuration</a></h2>
<h2 class="section-subtitle" id="ir-config-parameter-options"><span class="section-subtitle">ir.config_parameter options</span></h2>
<p>#. You can define the config_parameter "sale_financial_risk_info.info_pattern" to customize
displayed info. Ex. "<h5{text_class}>{risk_total} / {credit_limit} ({risk_percent}%)</h5>"
In addition to the example parameters there is the parameter "risk_available".</p>
<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>Customers > Financial Risk</em></li>
<li>Set limits and choose options to compute in credit limit.</li>
<li>Go to <em>Sales -> Orders -> Orders</em> and create a new Sales Orders.</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:%20sale_financial_risk_info%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>Ernesto Tejeda</li>
</ul>
</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/15.0/sale_financial_risk_info">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>