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Building on "How can I activate a credit limit for my customers?"

By
Cameron
on 6/17/13, 11:41 AM 1,845 views

An excellent post here told us how to modify the sales workflow to prevent customers going over their credit limit! -

As you can see I managed to modify it for various scenario's eg "proforma" "Company Credit Limit".

But does anyone know how I would add the rule ....

If any outstanding invoices are more than 15 days overdue then block sale!

Many thanks

2

Ray Carnes

--Ray Carnes--
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--Ray Carnes--

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Ray Carnes
On 6/17/13, 5:37 PM

Check out "partner_credit_limit' at http://v6apps.openerp.com/addon/1515

I'm playing with this module - seems to work OK on version 7.0 with minimal changes.

As written, it just looks at any open balances that are overdue, but you could change this. (or not, an aged balance of 15 days with the ability to still place orders is being generous!!)

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Ray.

Cheers Ray - I will take look!

The "Openerp Warning" would be an improvement on our current system, currently it just doesnt post the sale! Which leads to confusion!

Which version are you using?

Cameron
on 7/11/13, 9:29 AM

I am using version 7.0.

Bista Solutions US, Ray Carnes
on 7/11/13, 2:38 PM

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Asked: 6/17/13, 11:41 AM
Seen: 1845 times
Last updated: 1/18/17, 3:09 AM