Partner Credit Limit
by Odoo S.A. https://www.serpentcs.com , Serpent Consulting Services Pvt. Ltd. https://www.serpentcs.com
Odoo
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 64 |
| Technical Name |
partner_credit_limit |
| License | AGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Partner Credit Limit
Manages customer credit limits for partners by monitoring outstanding balances and automatically blocking new orders when the defined credit limit is exceeded.
Highlighted Features
Credit Limit Validation
Automatically evaluates a customer’s current credit usage before confirming a sales order, ensuring it remains within the assigned credit limit.
Allow Over Credit
Allows controlled override of credit limits by enabling the “Allow Over Credit” option, providing flexibility while managing exceptions.
Credit Check
Calculates total available credit limit by combining pending invoices, approved but uninvoiced sales orders, and the current order amount to validate against the defined credit limit.
Features
Screenshots
Dynamic Credit Limit Enforcement
Blocks sales order approval when a partner’s total credit exposure combining outstanding balances, approved but uninvoiced orders, and the current order value—exceeds the defined credit limit.
Allow Over Credit Feature
Enabling the “Allow Over Credit” option allows bypassing credit limit restrictions, offering flexibility for approved exceptions without triggering system warnings.
Seamless Credit Control Workflow
Integrates credit limit checks into the sales order approval workflow, enabling real-time validation and minimizing the risk of exceeding approved credit limits.
Credit Limit Configuration
Go to Accounting/Invoicing -> Configuration -> Enable Sales Credit limit
Customer Configuration
From Customer, enable Partner Limit and assign credit to customer as needed.
Credit Check Validation
Create a Sales Order with customer having credit limit assigned. On confirming the sales order, if credit limit exceeds, warning will be raised as shown.
Allow Over Credit
If a sales order is blocked, an administrator or authorized user can update the customer settings to enable “Allow Over Credit,” allowing the order to be confirmed.
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