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

on 6/17/13, 11:41 AM 2,277 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
Keyport, United States
--Ray Carnes--

Senior ERP Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0 and 11.0.

Completed Odoo Functional and Technical Training.

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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. 

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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!!)



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.

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


Below odoo apps helps you more for customer credit limit and sale approval process and message while confirm sale order


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Asked: 6/17/13, 11:41 AM
Seen: 2277 times
Last updated: 5/31/17, 8:32 AM