Credit Limit on Supplier
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-pnc-0005-credit-limit-on-supplier-5024$ 201.15
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 323 |
| Technical Name |
fal_partner_debit_limit |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pnc-0005-credit-limit-on-supplier-5024 |
| Versions | 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 323 |
| Technical Name |
fal_partner_debit_limit |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pnc-0005-credit-limit-on-supplier-5024 |
| Versions | 19.0 |
ODOO'S FUNCTION
Odoo does not provide creditor risk management. There is no easy way to check a supplier's credit limit, making it difficult to avoid bad relationships with your suppliers.
CLUEDOO'S FUNCTION
CLuedoo provides a method to put an automatic risk level based on configurable conditions in 2 dimensions:
1️⃣ Amount of open invoices and delay time on open invoices.
2️⃣ Display the credit position directly in the creditor follow-up.
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1. Go to Purchase → Orders → Vendors On Vendors, in the Invoicing tab, we can set the purchase restriction. From v17 , it moves to under Sales & Purchase tab, and there are only 2 options left for Purchase Restriction : Value and Python Code |
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2. If the purchase restriction is set to "Value and Delay on overdue", fill in the amount for the debit limit and choose the block level position. If the Purchase Restriction is set to Value , fill in the amount for the Payable Limit ( e.g., $300 ) > The Debit Limit State will turn to Green
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3. User: Purchase User
Go to Purchase → Orders → Requests for Quotation.
Create a new RFQ. If the value is above the credit limit, the status will change to 'To Approve'.
Note:
From v17
, we do not manage
To Approve
stage anymore
If we create a
Purchase Order
with the value is
above
the
Payable Limit
>
Validate
the Receipt >
Create Bill
>
Confirm
Then the
Total Payable
will
exceed
the
Payable Limit
that we set> The
Debit Limit State
will turn to
Red
|
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4. User: Purchase Administrator
Go to the RFQ from before and click on "Approve Order".
The RFQ status will be changed to "Purchase Order" after it is approved.
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5.
Go to Accounting → Vendors → Supplier Debtor Follow Up Here we are able to see the debit limit report. |
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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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