Customer Credit Hold Manager
Block sales / purchases / deliveries on a customer in one click.
When a customer goes bad — late payments, dispute, fraud signal — AR wants every team to stop touching that account. Native Odoo's credit limit is too coarse and slow. This module is the manual kill-switch: one click, every confirm/post/validate on that partner is blocked, with an audit log.
Customer Credit Hold Manager
One-click manual credit hold, blocks sales, purchase, and delivery confirmation.
What it does
When a customer goes past due or a fraud concern lands in A/R, the decision is usually "stop shipping and stop quoting until this is resolved". Odoo's standard credit-limit field only warns, it does not block, so orders keep flowing while A/R chases.
Core has no manual hold flag, no multi-document block (sale, purchase, stock), and no release-date scheduling, so A/R teams resort to sticky notes and direct calls to sales.
What this module adds:
- One-click credit-hold switch on any
res.partner. - Blocks confirming sale orders where the customer, invoice-to, or ship-to is held.
- Blocks confirming purchase orders against a held vendor (for compliance holds).
- Blocks validating stock pickings against held partners.
- Reason, applied-by user, and expected release date captured on every hold.
- Blocked confirm attempts logged too, so A/R can see how often the hold is actually stopping work.
- Audit trail posted to chatter on both partner and document sides.
Who benefits
A/R clerks, credit controllers, and finance managers at SMB and mid-market companies with recurring collection issues.
How it works
No JavaScript. All logic lives in _register_hook wrappers at registry load, following the same pattern as our Confirm-Time Field Guard app. TransactionCase tested on Odoo 17, 18, and 19. Safe to install, safe to uninstall.
What the module looks like
Real screenshots from a live Odoo 19 install. Every view is standard Odoo chrome, no bespoke widgets to learn.
Common questions
Does it inherit or patch core Odoo models?
_register_hook to wrap the target method at registry load, and the wrapper unwinds cleanly at uninstall. No schema changes to core tables, no monkey-patches, no Studio surgery.Does it work on Odoo Community, or only Enterprise?
Can I uninstall it cleanly if it does not fit?
What support do I get after buying?
Can Cube Master customise it for my company?
Other apps Cube Master installs & supports
Beyond this utility, here is what we also deploy, configure, and keep running for our customers on Odoo 17 / 18 / 19. If you liked this module, talk to us about the rest.
Need any of these installed on your Odoo? contact@cm.sa · +966 11 512 1392 · cm.sa
Beyond this module, Cube Master also builds:
We are a full technology house. The Odoo utility you are reading about is one part of what we ship. If your back office, website, or app team needs more, we have the team for it.
More from the Cube Master catalogue
We ship 34 single-feature utilities at the same price point. If this one solved a pain for you, the others probably will too.
About Cube Master
We blend mastery with creativity - نمزج الإتقان بالإبداع
Cube Master is a Saudi technology house based in Al-Mubarraz. We design, build, and run business systems for customers across the Gulf and beyond: end-to-end Odoo ERP rollouts, custom AI workflows, corporate websites, and mobile apps. Strategic technology partners with Microsoft, AWS, Odoo, and Umbraco.
The Odoo utility you are reading about is one small piece of what we ship. If you need any of the above for your company, talk to us.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Purchase (purchase) • Invoicing (account) |
| Lines of code | 430 |
| Technical Name |
cm_sa_credit_hold |
| License | OPL-1 |
| Website | https://cm.sa |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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