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7 Answers
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Open Net Sarl
18/09/13, 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 Comment
Entrepreneurs Du Monde, David Poirier
18/09/13, 13:58

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

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Ray Carnes

--Ray Carnes--
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Greater Los Angeles, Stati Uniti d'America
--Ray Carnes--

Business Analyst

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Ray Carnes
19/09/13, 21:36

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).

2 Comments
Entrepreneurs Du Monde, David Poirier
20/09/13, 17:11

Noted! Thanks!

Sakthivel
23/01/14, 07:29

Thanks Ray partner_credit_limit 6.1 works well in OpenERPv7

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Jose Ernesto
05/06/14, 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.

0

Hello ,

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

https://www.odoo.com/apps/modules/9.0/dev_customer_credit_limit/

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