Customer and Supplier Loan Management | Loan Management (All Entities) | Cross Entity Loan Management
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 115.67
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 3219 |
| Technical Name |
odoo_customer_supplier_loan |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Loan Management (All Entities) | Cross Entity Loan Management
Smart and Integrated Loan Management for Customers and Vendors in Odoo
Advanced Loan Lifecycle and Partner Financing System for Scalable Businesses
The Loan Management module in Odoo helps businesses efficiently manage loans for multiple entities(customers, vendors, and partners). It covers the complete loan lifecycle, including request creation, approval, disbursement, and repayment tracking. The system automates installment schedules and integrates seamlessly with accounting for accurate financial records. It also manages interest calculations and journal entries automatically. Users can generate reports and allow customers to view loan details via the portal. This module simplifies loan operations while ensuring transparency and control.
Main Features of Loan Management:
- Loan Configuration and Setup
- Define and manage Loan Types based on business requirements.
- Configure Loan Policies including interest rates, terms, and conditions.
- Maintain a checklist of Loan Proofs / Required Documents for validation and compliance.
- Loan Request Management
- Create and manage loan requests for customers, vendors, or partners.
- Unique sequence numbers are automatically generated for each loan request.
- Multi level process with stages such as Draft, Submitted, Approved, or Rejected.
- Loan Managers can review and approve loan applications.
- Loan Disbursement
- Disburse loans directly from the loan request form.
- Automatic creation of accounting journal entries for loan disbursement and interest receivable.
- Ensures seamless integration with Odoo Accounting.
- Loan Installment and Repayment Management
- Automatically compute and generate loan installment schedules.
- Manage repayment lifecycle including confirming installments, booking interest, and recording payments.
- Generate accounting entries for interest booking and installment payments.
- Track outstanding balances and loan status in real time.
- Accounting Integration
- Fully integrated with Odoo Accounting for accurate financial tracking.
- Automatic creation of disbursement, interest accrual, and installment payment entries.
- Maintains financial transparency and audit readiness.
- Reporting and Portal Access
- Generate and print Loan Reports (PDF) directly from loan requests.
- Customers can view loan details, schedules, and status via the website portal.
- Additional Extensions
- Manage processing fees and additional charges with the dedicated addon module. https://apps.odoo.com/apps/modules/19.0/customer_supplier_loan_process_fees/
- Extend functionality using the Loan Bundle for advanced features. https://apps.odoo.com/apps/modules/19.0/customer_supplier_loan_bundle/
- For more details please see the below screenshots and check the video link as attached . https://probuseappdemo.com/probuse_apps/odoo_customer_supplier_loan/1669
User Roles:
- Loan Manager : Manages configurations, reviews, and approves loan requests.(Mitchell Smith)
- Loan User : Creates and submits loan requests.(Camron Grill)
- Accountant : Handles disbursement, repayments, and accounting entries.(Jeny Famki)
Process Flow:
Loan Request Flow:
Create Loan Request : Submit Loan Request : Approve Loan : Compute Installments : Disburse Loan
Loan Repayment Flow:
Confirm Installments : Book Interest : Record Payment
Menu Structure:
- Loans
- Loans
- Loan Requests
- Loan Requests to Approve
- Loan Installments
- Accounting
- Loans to Disburse
- Configuration
- Loan Proofs
- Loan Types
- Loan Policies
- Invoicing
- Loan Requests
- Loan Installments
Loan Management (All Entities) Workflow
This workflow illustrates a complete Loan Management System lifecycle, starting from initial configuration to final loan closure. The process begins with system setup, where loan proofs, loan types, and loan policies are defined to establish the foundation for loan processing. Once configuration is complete, users can create and submit a loan request, which then goes through an approval stage. If the request is rejected, the process ends; however, if approved, the system proceeds to compute installment plans based on defined policies.
Following approval, the loan enters the disbursement phase, where the loan amount is issued, and corresponding accounting entries such as disbursement and interest receivable are automatically generated. Once the loan becomes active, the system moves into installment management, where installments are confirmed and tracked. Interest is periodically calculated and recorded through journal entries, and customers make payments against scheduled installments. Each payment generates appropriate accounting entries, ensuring accurate financial tracking.
The system continuously monitors whether all installments have been paid. If not, the process loops through interest booking and payment recording until completion. Once all dues are cleared, the loan is marked as completed. Additionally, throughout the process, customers can access a portal to view the status of their loan requests and repayments, ensuring transparency and real time visibility into the loan lifecycle.
Edition Compatibility:
Enterprise Odoo.sh Community
Details
User Groups and Access Control for Loan Management
This module provides two user groups to manage access and responsibilities: Loan Manager and Loan User.
Loan Proof Configuration
This menu allows the Loan Manager to define and manage required loan proofs. These proofs are linked to loan types and displayed on the loan request form for validation and processing.
Loan Type Configuration
Loan Types List View
Loan Types Form View
This form allows the Loan Manager to create and configure different loan types for customers and suppliers. Users can define whether the loan is interest bearing, set repayment methods (cash or bank), and configure disbursement methods, which are executed upon loan approval. The system also allows restricting loan eligibility by selecting specific partner categories and customers/suppliers, ensuring only eligible entities can request loans. Additionally, required loan proofs can be defined at this level, which will be enforced during the loan request process.
Loan Policies List View
Allows to define and manage loan policies or rules. These policies are validated during loan approval to ensure that customers meet the required conditions before a loan is approved.
Loan Policies Form View
Allows to configure detailed loan policies. Policy types include Maximum Loan Amount and Gap Between Two Loans, ensuring eligibility criteria are validated before approving loan requests.
Loan Request Form View
Allows the Loan User to create and submit loan requests. The system validates required policies and proofs, and enables approval only when all conditions are fulfilled.
Approved Loan Request List View
Loan Disbursement Processing by Accountant
Disburse Loan Button for Creating Loan Disbursement Journal Entry
Created Loan Disbursement Journal Entries on Loan Request Form
Created Loan Disbursement Journal Entry Form View
Loan Ineterest Journal Entry Form
Loan Installments
All installments of loan will be listed here.
Loan Installments Form View
Pay and Book Interest of Installment
Installment Accountig Entries
Loan Interest Accounting Entry
The Book Interest button on the installment generates a journal entry to record the interest for that specific installment in the system.
Loan Installment Interest on Journal Entry
Loan Installment Journal Entry
Additional Loan Configuration on Customer/Supplier Form
Loan details and applicable loan policies are automatically displayed on the Customer/Supplier form for better visibility and control.
Customer/Supplier Portal: View Loan Information
Customers and suppliers can view all loan details through the portal under My Account / My Loans, providing easy access to their loan information and status.
Customer/Supplier Portal List
Print Loan Details from Customer/Supplier Portal
Loan PDF Report in Odoo Backend
More Details
Loan Proof Configuration
This menu allows the Loan Manager to define and manage required loan proofs. These proofs are linked to loan types and displayed on the loan request form for validation and processing.
Loan Type Configuration
Loan Types List View
Loan Types Form View
This form allows the Loan Manager to create and configure different loan types for customers and suppliers. Users can define whether the loan is interest bearing, set repayment methods (cash or bank), and configure disbursement methods, which are executed upon loan approval. The system also allows restricting loan eligibility by selecting specific partner categories and customers/suppliers, ensuring only eligible entities can request loans. Additionally, required loan proofs can be defined at this level, which will be enforced during the loan request process.
Loan Policies List View
Allows to define and manage loan policies or rules. These policies are validated during loan approval to ensure that customers meet the required conditions before a loan is approved.
Loan Policies Form View
Allows to configure detailed loan policies. Policy types include Maximum Loan Amount and Gap Between Two Loans, ensuring eligibility criteria are validated before approving loan requests.
Loan Request Form View
Allows the Loan User to create and submit loan requests. The system validates required policies and proofs, and enables approval only when all conditions are fulfilled.
Approved Loan Request List View
Disburse Loan Button for Creating Loan Disbursement Journal Entry
Created Loan Disbursement Journal Entries on Loan Request Form
Created Loan Disbursement Journal Entry Form View
Loan Ineterest Journal Entry Form
Loan Installments
All installments of loan will be listed here.
Loan Installments Form View
Pay and Book Interest of Installment
Installment Accountig Entries
Loan Interest Accounting Entry
The Book Interest button on the installment generates a journal entry to record the interest for that specific installment in the system.
Loan Installment Interest on Journal Entry
Additional Loan Configuration on Customer/Supplier Form
Loan details and applicable loan policies are automatically displayed on the Customer/Supplier form for better visibility and control.
Customer/Supplier Portal: View Loan Information
Customers and suppliers can view all loan details through the portal under My Account / My Loans, providing easy access to their loan information and status.
Customer/Supplier Portal List
Print Loan Details from Customer/Supplier Portal
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
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