OE Accounting: Credit Limit Engine
Automate credit limit controls with configurable policies, risk scoring, AI insights, approval workflows, and audit trails.
Features
Credit Risk Score & Band
Real-time risk scoring blends utilization and overdue behavior into a single 0-100 score with Low/Medium/High bands for instant prioritization.
Credit Audit Smart Button
Jump directly from the customer to a full audit history via an on-form smart button with live counter.
List View Color Indicators
Visual decorations highlight customers on hold or approaching limits directly in list views for rapid triage.
Chatter Notifications
Automatic chatter posts notify followers when a customer crosses warning or hold thresholds.
Activities on Credit Events
Automatically schedule activities when customers approach or exceed limits - configurable per policy.
Credit Utilization Metric
New utilization percentage for quick triage and reporting - add to list views and filters.
Performance Indexes
Post-install indexes accelerate receivables lookups for smoother, faster daily operations.
Temporary Credit Overrides
Grant time-limited, reasoned bypasses to credit holds with full auditability - perfect for trusted customers and exceptional cases.
â± Scheduled Credit Re-evaluation
Automated cron job recomputes credit status in batches. Toggle per company and control batch size for performance.
Sales Order Pre-check
Block SO confirmation when a customer is on credit hold, with clear, policy-aware messages. Honors temporary overrides.
Customers at Risk
New menu opens all customers in warning/hold for rapid collections triage. Combine with policy KPIs for daily ops.
See It in Action
Global Language Support (20+)
Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.
Premium Support & 90-Day Warranty
90 days of free technical support and bug fixes included with your purchase.
Contact SupportBuilt by Odoo Engineering
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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• Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 3213 |
| Technical Name |
oe_credit_limit_engine |
| License | OPL-1 |
| Website | https://odooengineering.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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