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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 | 72 |
| Technical Name |
partner_credit_limit |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 18.0 |
Partner Credit Limit
This module will help to manage partner credit limit.
Highlighted-features
Credit Limit Validation
Automatically calculates a customer's credit usage before approving a sales order to ensure it stays within the credit limit.
Over Credit Override
Provides flexibility to override credit limits when the "Allow Over Credit" option is enabled.
Credit Check
Combines pending invoices, approved but uninvoiced sales orders, and the current order amount to validate credit limits.
Dynamic Credit Limit Enforcement
Prevents approval of sales orders when the partner's total credit usage, calculated as the sum of their outstanding balance, approved but uninvoiced orders, and the current order's value, exceeds the set credit limit.
Override Credit Limit Functionality
Enable the "Allow Over Credit" option to bypass credit limit restrictions. This feature provides flexibility for special cases where exceeding the credit limit is permissible without system warnings.
Seamless Credit Control Workflow
Integrates credit limit checks directly into the sales order approval process, ensuring real-time validation and reducing the risk of overextending credit.
Configuration
- When approving a Sale Order it computes the sum of:
- The credit the Partner has to paid.
- The amount of Sale Orders approved but not yet invoiced.
- The amount of the Sale Order to be approved, and compares it with the credit limit of the partner. If the credit limit is less it does not allow to approve the Sale Order.
- Quotations View
- When purchase a product, the available credit will automatically update
Over Credit Limit
- If the Allow Over Credit is Checked then the System will not check for the credit limits, and it will allow that partner to override the limit.
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