Metadata-Version: 2.1
Name: odoo-addon-account_financial_risk
Version: 16.0.1.4.1.4
Summary: Manage customer risk
Home-page: https://github.com/OCA/credit-control
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 16.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.10
Requires-Dist: odoo<16.1dev,>=16.0a

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   :alt: Odoo Community Association

======================
Account Financial Risk
======================

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Adds a new page in partner to manage its *Financial Risk*.
(Only visible for User or Manager Financial Risk groups)

If any limit is exceeded, you won't be able to confirm any of its invoices
unless you are authorized (Financial Risk Manager group).
You can click in risk amount to view amount origin.

.. figure:: https://raw.githubusercontent.com/OCA/credit-control/16.0/account_financial_risk/static/description/financial_risk_click.png

When a non-zero credit limit is set, the last modification date is saved and
displayed next to the credit limit.

Optionally, the credit information can be shown in the portal view
for the customer, if configured accordingly.

.. figure:: https://raw.githubusercontent.com/OCA/credit-control/16.0/account_financial_risk/static/description/financial_risk_portal.png

**Table of contents**

.. contents::
   :local:

Configuration
=============

To configure this module, you need to:

#. Go to User and set group User or Manager Financial Risk
#. Go to *Invoicing/Accounting > Configuration > Settings > Accounting*
#. In the *Customer Payments* section, fill *Maturity Margin* for setting the
   number of days to last after the due date to consider an invoice as unpaid.

(Optional) To display credit information in the customer portal,
go to *Invoicing > Configuration > Settings > Financial Risk* and activate
**Show credit information in portal**.

Credit information can be displayed on the portal if it is enabled globally,
and can be disabled individually for certain contacts.

Usage
=====

To use this module, you need to:

#. Go to *Invoicing/Accounting > Customers > Customers*.
#. Select an existing customer or create a new one.
#. Open the *Financial Risk* tab.
#. Set limits and choose options to compute in credit limit.
#. Go to *Invoicing/Accounting > Customers > Invoices* and create new
   customer invoices.
#. Test the restriction trying to create an invoice for the partner for an
   amount higher of the limit you have set.
#. Return to Customer *Financial Risk* tab and click in amount to view origin.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_financial_risk%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`_:

  * Carlos Dauden
  * Pedro M. Baeza
  * Ernesto Tejeda

* Agathe Mollé <agathe.molle@savoirfairelinux.com>

* Ugne Sinkeviciene <ugne@versada.eu>

* `Ooops404 <https://www.ooops404.com>`__:

  * Ilyas <irazor147@gmail.com>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-carlosdauden| image:: https://github.com/carlosdauden.png?size=40px
    :target: https://github.com/carlosdauden
    :alt: carlosdauden

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-carlosdauden| 

This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/16.0/account_financial_risk>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
