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.

⏱ 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.

Real-Time Exposure Dashboard

Monitor credit utilization, outstanding receivables, and warning levels directly on the customer form with visual badges and KPIs.

Policy Automation Engine

Create reusable credit policies with warn/hold thresholds, grace periods, and automatic hold enforcement aligned to your risk appetite.

Multi-Company Compliance

Respect corporate separations with company-aware metrics, currency conversion, and policy inheritance by subsidiary.

Treys.ai Credit Insights

Queue AI analysis from the customer header to receive narrative risk summaries, payment predictions, and engagement recommendations.

Audit-Proof Logging

Every warning, hold, and release is captured in an immutable audit log with user, policy, and outstanding balance references.

Bulk Data Accelerators

Import credit limits, policies, and statuses in bulk, ensuring legacy AR systems can be transitioned without manual re-entry.

Collections Collaboration

Share credit status with sales and AR teams through smart buttons, chatter posts, and automated notifications.

Role-Based Security

Finance managers configure policies while sales teams receive read-only visibility into current hold status.

Installation & Setup

1. Install the module: Go to Apps -> Search for "oe_credit_limit_engine" -> Click Install.
2. Configure permissions: Grant accounting managers access to credit policies and audit logs.
3. Initial configuration: Navigate to Accounting Settings -> Credit Management to set default limits and policies.

Basic Usage

1. Create credit policies: Accounting -> Credit Management -> Credit Policies -> Configure thresholds and grace settings.
2. Assign policies to customers: Open a customer -> Credit tab -> Select policy and enter customer-specific credit limits.
3. Recalculate exposure: Use the "Recompute Credit" button after major transactions or adjustments.
4. Launch AI insights: Click "AI Analysis" to queue Treys.ai recommendations and review results in the AI Insights section.

Tips & Best Practices

• Sync credit policies with customer segments for consistent limits.
• Schedule periodic reevaluations using automated server actions.
• Use Treys.ai insights before approving large orders or extended terms.
• Integrate with OE Financial dashboards to track DSO improvements.

Important Notes

Credit Limit Engine relies on posted customer invoices (account.invoice) and requires the Sale & Accounting apps. Ensure multi-company users only access companies they manage to prevent cross-company exposure.

Q: Which Odoo editions and versions are supported?

A: Credit Limit Engine supports Odoo 12 Community and Enterprise. It requires the standard Accounting and Sales applications.

Q: Can we trigger automatic reevaluations on a schedule?

A: Yes. Use Odoo scheduled actions to call the recompute method for flagged customers. We include developer hooks and documentation to accelerate automation.

Q: How do AI recommendations integrate with our processes?

A: Treys.ai outputs structured JSON and human-readable summaries stored on the partner record. Use them to brief sales reps, generate alerts, or drive automated workflows.

Why Choose Odoo Engineering