Metadata-Version: 2.1
Name: odoo11-addon-account-financial-risk
Version: 11.0.3.1.0.99.dev4
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
Platform: UNKNOWN
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 11.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=2.7, !=3.0.*, !=3.1.*, !=3.2.*, !=3.3.*, !=3.4.*
Requires-Dist: odoo (<11.1dev,>=11.0a)

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

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Adds a new page in partner to manage its *Financial Risk*.

If any limit is exceeded, you won't be able to confirm any of its invoices
unless you are authorized (Account Adviser group).

**Table of contents**

.. contents::
   :local:

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

To configure this module, you need to:

#. Go to *Invoicing/Accounting > Configuration > Settings > Accounting &
   Finance*
#. In the *Financial Risk* 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:

#. Go to *Invoicing/Accounting > Sales > 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 > Sales > Customer 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.

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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_financial_risk%0Aversion:%2011.0%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

* Agathe Mollé <agathe.molle@savoirfairelinux.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.

This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/11.0/account_financial_risk>`_ project on GitHub.

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


