Odoo Help


This community is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.


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

on 6/17/13, 11:41 AM 1,600 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


Ray Carnes

--Ray Carnes--
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

  • Integration - data, business logic and service levels;

  • Training and Knowledge transfer;

  • Go Live support;

  • Help desk;

  • Version Migration.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

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!!)



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?

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

Your Answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

About This Community

This community is for professionals and enthusiasts of our products and services. Read Guidelines

Question tools

0 follower(s)


Asked: 6/17/13, 11:41 AM
Seen: 1600 times
Last updated: 3/16/15, 8:10 AM