Customer Credit Limit || Customer Invoice Credit Limit || Invoice Credit Limit
by OMAX Informatics http://www.omaxinformatics.com
Odoo
$ 11.57
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing Management (account_invoicing)
• Sales Management (sale_management) • Discuss (mail) |
| Lines of code | 116 |
| Technical Name |
gyb_customer_credit_limit |
| License | AGPL-3 |
| Website | http://www.omaxinformatics.com |
| Versions | 10.0 11.0 12.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing Management (account_invoicing)
• Sales Management (sale_management) • Discuss (mail) |
| Lines of code | 116 |
| Technical Name |
gyb_customer_credit_limit |
| License | AGPL-3 |
| Website | http://www.omaxinformatics.com |
| Versions | 10.0 11.0 12.0 |
Customer Credit Limit for Customer Invoice
Overview
This app helps to handle customer credit limit for customer invoice. Account Manager can set credit limit, warning stage and blocking stage to a particular customer. This app also shows the due amount of a customer while creating an customer invoice. This app send a email notification to Account Manager on limit exceeded.
Feature
- Easy to set each customer credit limit.
- Account Manager can set credit limit to any customer.
- Alert when customer credit limit will be exceeded on customer invoice validation.
- Email notification to Account Manager on limit exceeded.
- No special configuration required, install it, use it.
Configurations For Users
User need to configuration for set credit limit select Billing Manager in Accounting & Finance Group
Configurations For Get E-mail Notification
User need to configuration for get email notification Path: Settings > Users > Related Partner
Note: Need to active developer mode for going to related partner from users and also need to configuration of outgoing E-mail server.
Note: Need to active developer mode for going to related partner from users and also need to configuration of outgoing E-mail server.
Set Credit Limit:
In Customer, Invoicing tab > (Accounting & Finance) Billing Manager can Set Credit Limit True.
Then after he can set the credit limit of the customer other wise system can not set the credit limit.
Calculations of Credit Limit
Sum of the open invoices total and add the current draft invoice total for particular Customer, see in below screenshot.
Exceeded Credit Limit Popup
Now Open a draft invoice and Click on Validate button.
if customer total amounts of open invoices and current invoice total can be exceed the credit limit, then warning should be raised.
if customer total amounts of open invoices and current invoice total can be exceed the credit limit, then warning should be raised.
Notify the Accounting & Finance - Billing Manager
After clicking on Validate button, Pop up will raised at that time Billing Manager get E-mail with below details
For Exceeded credit limit, if user want to validate the invoice over the credit limit.
then, need to checked the allow to validate field in Customer Invoices > Other info Tab
As per our case:
Credit limit For Agrolait customer = 50000
Total amounts of the open invoices and current invoice total = 29285 + 21000 = 50285, will be greater then the customer credit limit.
So, that time user want to validate the invoice after crossing the credit limit need to set true the allow to validate field of invoice.
then, need to checked the allow to validate field in Customer Invoices > Other info Tab
As per our case:
Credit limit For Agrolait customer = 50000
Total amounts of the open invoices and current invoice total = 29285 + 21000 = 50285, will be greater then the customer credit limit.
So, that time user want to validate the invoice after crossing the credit limit need to set true the allow to validate field of invoice.
Allow to Validate
By Clicking on Allow to Validate from E-mail link. Billing Manager will be able to validate invoice over the credit limit.
Invoice will be Validated and Its status will be change to "Open".
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