Customer Credit Limit-With E-Mail Notification

by
Odoo          
v 12.0 Third Party

25.00 €

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Technical name gyb_customer_credit_limit
LicenseAGPL-3
Websitehttp://www.gybitsolutions.com
Read description for v 11.0 v 10.0
Required Apps Invoicing (account)
Sales (sale_management)
Sales (sale)
Technical name gyb_customer_credit_limit
LicenseAGPL-3
Websitehttp://www.gybitsolutions.com
Read description for v 11.0 v 10.0
Required Apps Invoicing (account)
Sales (sale_management)
Sales (sale)

Customer Credit Limit-With E-Mail Notification



With this module, you can set customer credit limit.
You need to set a credit limit for any particular customer.
So if any customer crosses its credit limit,
an auto-generated email will be sent to Accounting & Finance - Billing Manager
along with that invoice reference.

Key Features:

Set Credit Limit for customers.
Warning message to user on crossing credit limit.
Auto-generated email to Accounting & Finance - Billing Manager on customer crossing credit limit.
Accounting & Finance - Billing Manager can be able to allow over credit limit.

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.

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.

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 Azure Interior customer = 50000
Total amounts of the open invoices and current invoice total = 45539 + 6320 = 51859, 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".

Need help?

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