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Advance Credit Check Rules

by
Odoo

$ 114.11

v 17.0 Third Party 21
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
• CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Inventory (stock)
Community Apps Dependencies
Lines of code 963
Technical Name adv_payment_credit_limit
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
• CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Inventory (stock)
Community Apps Dependencies
Lines of code 963
Technical Name adv_payment_credit_limit
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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.
  4. 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.
  5. 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.
  6. Unlimited account has no credit restrictions (even if their credit limit is exceeded).
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Advance Credit Check Rules
advance credit check rules
Highlights of Advance Credit Check Rules
create credit code rules

Create Credit Code Rules

configuration rules

Configuration Rules

configuration on customer

Configuration on Customer

sale order

Sale Order

credit code hold

Credit Code Hold

approve & reject orders in cc hold

Approve & Reject Orders In CC Hold

approved order

Approved Order

approval history

Approval History

Key Features
Advance Credit Check Allows to configure advance credit check rules and apply on customer.
Module Information & User Guide
Create Credit Code Rules

Go to Sales -> Configuration >> Sales Orders >> Credit Code Rules

Options:

  • Credit Hold: All new sales orders require accounting department approval.
  • Check Limit: Check credit limit assign on customer.
  • Unlimited Account: No credit restrictions (even if their credit limit is exceeded).
  • Based on Rules: Dynamic rules can be define to check credit limit.
Screen
Configuration Based On Rule

Dynamic rules are predefined and one may configure as per business needs.

Screen

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.

Screen

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.

Screen
Configuration on Customer

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

Screen
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.

Screen
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.

Screen
Approve / Reject Orders In CC Hold

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

Screen
Approved Order

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

Screen Screen
Approval History

Approval history will be maintain on sales order.

Screen

You can drop your queries on our email id - contact@synconics.com or communicate with us via Skype - synconics.technologies

Please contact us for it.

  • Round All the apps are to be purchased separately, for individual versions and individual edition.
  • Round One month free bug support period will be offered pertaining to any one server used, testing or live.
  • Round Synconics is not responsible for installation or updating of the module on any of your server.
  • Round If an error appears in our app due to other custom modules installed in your system or if Odoo base source code is not updated on your system, to make it compatible with your source code, we'll charge you for our efforts to resolve those errors and make the module compatible with your source code.
  • Round Please refer the document for configuration. If any support is needed for module configuration, installation, updating or any help is needed, it will be considered in paid support.
  • Round Please note that you are not allowed to distribute or resell this module after purchase.
  • Round This module is tested and working on Odoo vanilla with Ubuntu OS.
  • Round Support services will be provided from Monday to Friday, 10:30 AM to 7 PM IST (Indian Standard Time).
  • Round Support will not be provided during Indian public holidays or company holidays.
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Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
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