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7 Answers
Open Net Sarl
18/09/2013 06:22

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'

1 Commentaires
Entrepreneurs Du Monde, David Poirier
18/09/2013 13:58


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


Ray Carnes

--Ray Carnes--
| 10 7 11
Greater Los Angeles, États Unis
--Ray Carnes--

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Ray Carnes
19/09/2013 21:36

You can work with this module:


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

Entrepreneurs Du Monde, David Poirier
20/09/2013 17:11

Noted! Thanks!

23/01/2014 07:29

Thanks Ray partner_credit_limit 6.1 works well in OpenERPv7

Jose Ernesto
05/06/2014 09:26

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.


Hello ,

Below module also can help  you for customer credit limit and sale approval process 


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