Advance Credit Check Rules

by
Odoo

$ 109.15

v 15.0 Third Party 16
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Dashboards (board)
• Invoicing (account)
• Discuss (mail)
• CRM (crm)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Inventory (stock)
Community Apps Dependencies
Lines of code 876
Technical Name adv_payment_credit_limit
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 17.0 16.0 14.0 12.0 13.0 15.0 11.0 9.0 10.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Dashboards (board)
• Invoicing (account)
• Discuss (mail)
• CRM (crm)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Inventory (stock)
Community Apps Dependencies
Lines of code 876
Technical Name adv_payment_credit_limit
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 17.0 16.0 14.0 12.0 13.0 15.0 11.0 9.0 10.0

Advance Credit Check Rules

This application provides functionality to configure advance credit check rules and apply on customer, such as:

1) Credit Hold (all new sales orders require accounting department approval).

2) Check for balances 30 days or greater past due if no past due, then no approval needed on any amount -- even if it exceeds credit limit.

3) If any balance is 60 days due, then approval required otherwise no approval unless order exceeds credit limit.

4) Check for balances 60 days or greater past due if not past due, then no approval needed on any amount -- even if it exceeds credit limit.

5) If any amount is 60 days or more then approval needed. If 25% of total credit limit is in 30 days or greater then approval required. Credit limit enforced.

6) If any amount is 60 days or more then approval needed. If balance in 30 days is greater than $500 then approval required. If ANY balance is 60 days or greater approval required. Otherwise credit limit is not checked.

7) Unlimited account has no credit restrictions (even if their credit limit is exceeded).

This Application is compatible with

Community
Enterprice
Odoo.sh

Key Features

  • Allows to configure advance credit check rules and apply on customer.

Create Credit Code Rules

Go to Sales -> Configuration -> Sales Orders -> Credit Code Rules
Options:
  • 1) Credit Hold: All new sales orders require accounting department approval.
  • 2) Check Limit: Check credit limit assign on customer.
  • 3) Unlimited Account: No credit restrictions (even if their credit limit is exceeded).
  • 4) Based on Rules: Dynamic rules can be define to check credit limit.

Configuration Based on Rule

Dynamic rules are predefined and one may configure as per business needs.
Here we take an example where Credit code rule states approval is needed if there is any amount which is past due in 60 days or more.
Further enhancing of credit code, here you can also configure past due days with percentage of credit limit and fix value of compare with past due.

Configuration on Customer

On customer record, user can assign credit limit and credit code rule.

Create Sale Order

Once sales person will create the quotation and proceed to confirm, system will check credit code rule. As per applied rule system will check the condition, If the condition will satisfy it will allow to create delivery order other wise put the order in 'CC HOLD' stage.

Credit Code Hold

If order goes in hold stage, then an approval of sale / account manager is require. Sales manager and Account manager can approve or reject Credit hold order.

Approve / Reject Orders In CC Hold

Sales manager and Account manager can view all credit hold orders and update status approve/reject with amount.

Approved Order

Order can be proceed for delivery order once get the approval from Account manager.

Approval History

Approval history will be maintain on sales order.

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1) One month free bug support period will be offered pertaining to any one server used, testing or live.
2) If an error appears in our app due to other custom modules installed in your system, we will charge for our efforts to resolve those errors.
3) Please refer the document for configuration. If you need our support for configuration, please request our paid support.
4) Please note that you are not allowed to distribute or resell this module after purchase.
5) This module is tested and working on Odoo vanilla with Ubuntu OS.

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    MIGRATION TO V16
    by
    Miguel Lantigua
    on 11/16/22, 9:36 AM

    Hi, when will this module be available for v16?

    Re: MIGRATION TO V16
    by
    Synconics Technologies Pvt. Ltd.
    on 11/16/22, 11:42 PM Author

    Hello Miguel,

    Thanks for showing interest in our app. The app will be available in V16 by next 5 to 8 days.