Payment Terms Restriction by Amount
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com
Odoo
$ 83.99
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 132 |
| Technical Name |
payment_term_by_amount |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 17.0 15.0 13.0 14.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 132 |
| Technical Name |
payment_term_by_amount |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 17.0 15.0 13.0 14.0 16.0 |
Payment Term by Amount for Sale Order and Invoice
Sales and Invoice Payment Term Restriction
Sales Customer Payment Term Extend with Amount Range Restriction in Odoo App
This app does not allow you to use payment terms on sales orders and customer invoices if that does not come into the amount range criteria set on payment term form. So the system will raise a warning message and the user has to change the payment terms because the selected payment term does not meet criteria on payment term setup.
Main Features :
- Allow you to configure payment term range amount on payment term configuration. System also allows you to list out customers on payment terms where restrictions will not be applicable.
- Restriction will be applicable to Sales order and customer invoice confirmation if selected payment term on sales order and Invoice does not meet criteria of amount.
- System also allows you to configure a customer form for that specific customer if restriction should not apply.
- System also allows your manager to forcefully skip restriction warnings on sales order and invoice form with a checkbox given.
- Amount on payment term ranges should be configured on company currency and the system will respect multi currency if your sales order and invoice is in other currency.
- For more details please check below screenshots and watch the video.
Edition Compatibility:
Enterprise Odoo.sh Community
Flow 1: Raise Warning on Sales Order and Invoice for Payment Term Range Not Satisfied.
Payment Term (Odoo Standard) Configuration for Range Setup
Sale Order Amount not In Payment Term Range so System will Raise Warning
Sale Order Confirm Button (Odoo Standard)
Confirm Sale Order Amount not in Payment Term Range Amount So Raise Warning by App
When Confirm/Post Customer Invoice, Invoice Amount not in Payment Term Range Amount So Raise Warning by App
Customer Invoice to Skip Payment Term Amount Range because Invoice Amount is in Range of Payment Term Setup
Flow 2: Customer set on Skip Customer Fields on Payment Term so System will not Raise Warning.
Payment Term Configuration With Customer To Skip Payment Term Amount Range (So selected customers will not be applicable for payment term range checking).
When Confirm Sale Order System will not Raise Warning because Customer is set on Payment Term
When Confirm/Post Customer Invoice System will not Raise Warning because Customer set on Payment Term for Skip Customers Field
Flow 3: Customer Form Setting so Payment Term Check will not Applicable to that Customer.
Configuration Skip Payment Term Check - Customer (Odoo Standard)
Confirmed Sale Order with Skip Payment Term Check - Customer Form (System does not raise warning because customer is set as skip).
Confirmed Customer Invoice with Skip Payment Term Check - Customer Form (System does not raise warning because customer is set as skip).
Flow 4: Forcefully Skip of Checking for Payment Term Range (Manager can Tick it).
Force Skip Payment Term Restriction Configuration on Sale Order Checkbox for Manager
Forcefully Confirm Sale Order because Checkbox Ticked (Even Range does not satisfy).
Force Skip Payment Term Restriction Configuration on Invoice Checkbox for Manager
Forcefully Confirm Invoice because Checkbox Ticked (Even Range does not satisfy).
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
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