Metadata-Version: 2.1
Name: odoo-addon-account_financial_risk
Version: 18.0.1.0.2
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Manage customer risk
Home-page: https://github.com/OCA/credit-control
License: AGPL-3
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3

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

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    :target: https://github.com/OCA/credit-control/tree/18.0/account_financial_risk
    :alt: OCA/credit-control
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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|badge1| |badge2| |badge3| |badge4| |badge5|

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.

|image1|

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

.. |image1| image:: https://raw.githubusercontent.com/OCA/credit-control/18.0/account_financial_risk/static/description/financial_risk_click.png

**Table of contents**

.. contents::
   :local:

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

To configure this module, you need to:

1. Go to User and set group User or Manager Financial Risk
2. Go to *Invoicing/Accounting > Configuration > Settings > Accounting*
3. 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.

Usage
=====

To use this module, you need to:

1. Go to *Invoicing/Accounting > Customers > Customers*.
2. Select an existing customer or create a new one.
3. Open the *Financial Risk* tab.
4. Set limits and choose options to compute in credit limit.
5. Go to *Invoicing/Accounting > Customers > Invoices* and create new
   customer invoices.
6. Test the restriction trying to create an invoice for the partner for
   an amount higher of the limit you have set.
7. 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:%2018.0%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/18.0/account_financial_risk>`_ project on GitHub.

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