| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 656 |
| Technical Name |
hdk_credit_management |
| License | OPL-1 |
| Website | https://www.hamdek.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 656 |
| Technical Name |
hdk_credit_management |
| License | OPL-1 |
| Website | https://www.hamdek.com |
Customer Credit and Delivery Management
Strengthen accounts receivable and sales governance in Odoo with computed credit exposure, payment-term-driven grace periods, and clear At Risk, On Hold, and Lockdown states—without renaming your data model or breaking standard Odoo flows.
Key Features
Total Credit Exposure
Total Credit Used combines open receivables, the residual of confirmed sales orders not yet fully invoiced, and draft customer invoices—aligned with commercial entities and child contacts.
Grace Period on Terms
Flag one line per payment term as the grace period. Partner grace days drive overdue logic together with configurable min / max tolerance days.
Risk States
Automatic At Risk (beyond grace), On Hold (limit or tolerance breach), and Lockdown (severe overdue)—with documented priority so teams know what blocks next.
Sales Enforcement
On Hold and Lockdown block order confirmation; users with the right groups can use Override Credit Limit under defined rules (Lockdown: Sales Manager).
Invoice Posting (Optional)
Enable Block invoice posting under Sales settings to stop validating customer invoices while the partner is On Hold or Lockdown, with the same override model.
Delivery & Credit Hold
Manual Credit Hold blocks key delivery operations. Optional hold delivery till payment ties outgoing pickings to invoice payment on the order.
Configuration Guide
- Install
hdk_sale_basefirst, thenhdk_credit_management(also requires Stock and Accounting). - User groups: under Settings → Users, grant Credit Limit to users who may set limits on contacts, and over_credit (override group) to those allowed to use the override checkbox on orders/invoices.
- Contacts: open a customer (commercial partner), set Credit Limit, optional tolerance Min (days) / Max (days), and Credit Hold when you need an immediate stop regardless of computed state.
- Payment terms: on Accounting → Configuration → Payment Terms, mark exactly one line per term with Grace Period so overdue logic uses the intended days.
- Sales settings: open Settings → Sales, under Hamdek Sales Configuration open Credit Management, and enable Block invoice posting on credit hold if finance should mirror sales blocking on draft invoices.
- Sales orders: use Hold delivery till payment when shipment must wait until invoices tied to the order are paid.
- Monitor: review computed Total Credit Used, Total Receivable Amount (including Sale Orders), Days Outstanding, and status flags on the partner form.
Behavior Summary
- At Risk: oldest overdue posted receivable exceeds the grace period; confirmation/posting generally still allowed (warning context on partner change).
- On Hold: triggered when exposure exceeds the credit limit or tolerance rules after grace; blocks confirmation/posting unless overridden per group rules.
- Lockdown: severe overdue beyond grace + max tolerance; strictest block; only Sales Manager may override.
- Credit Hold: manual switch; blocks delivery confirmation, assignment, and validation for that customer (website order context can be excluded in code paths).
- Website: checks skip e-commerce transaction context where
website_order_txis present, so storefront flows are not blocked by the same server-side checks.
Support & Expert Services
sales@hamdek.com
www.hamdek.com
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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