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How to enforce the credit limit of a client?

By
David Poirier
on 9/17/13, 1:55 PM 3,056 views

When creating a new client, the systems offers the possibility to enter a credit limit. On the other hand, when selling something to this client, the system does not generate any warning if the entered invoice payment is too small and translate into having the client exceeding his credit limit. The payment condition for this client is set to "immediate payment".

Something to setup? Or maybe I do not understand the process in the first place?

1
Open Net Sarl
On 9/18/13, 6:22 AM

For each transition in a workflow, you can add a condition

Go in the menu 'Settings > Technical > Workflow > Transitions' and select a transition such as 'invoice_open'

Replace the default condition 'True' by this one 'partner_id.credit-amount_total>partner_id.credit_limit'

Hi,

It's working, thank you. I have finally decided to implement this control mechanism at the sale order level and not at the invoice level.

One more thing: When the test is performed by the system, is there an easy way to have a warning message displayed when the credit limit is exceeded?

Thanks, David

Entrepreneurs Du Monde, David Poirier
on 9/18/13, 1:58 PM
0
Jose Ernesto
On 6/5/14, 9:26 AM

Hello Mr. Poirier, My name is Ernesto Mendez from Open Business Solutions, SRL. Dominican Republic. I am currently in Haiti (Port au Prince) but I return to my country this coming Friday, before I go I would like to get in touch with you, please contact me as soon as possible. My phone number is 50934791834.

0

Ray Carnes

--Ray Carnes--
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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.

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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. 

Ray Carnes
On 9/19/13, 9:36 PM

You can work with this module:

https://apps.openerp.com/apps/6.1/partner_credit_limit/

From memory, it works well with 7.0 with some changes (to do with calculating open balances on invoices).

Noted! Thanks!

Entrepreneurs Du Monde, David Poirier
on 9/20/13, 5:11 PM

Thanks Ray partner_credit_limit 6.1 works well in OpenERPv7

Sakthivel
on 1/23/14, 7:29 AM

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Asked: 9/17/13, 1:55 PM
Seen: 3056 times
Last updated: 3/16/15, 8:10 AM