Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Currently, Odoo displays a warning when a sale is attempted for a contact who has exceeded their credit limit. However, the system does not block the sale automatically.
When using the following configuration:
1. Activate Sales Credit Limit
2. Set Credit Limit on Contact Form:
This request is an update from the previous ticket: link to previous ticket. The previous ticket was made for V15 and suggested a solution that in the current version (V18) involved custom code, which would require ongoing maintenance. With this new approach, we aim to eliminate the need for code, which would impact your subscription.
4. Go to the Studio in the form view of the Sale Order model.
5. Enable the option "Show Invisible Elements" so that the "Confirm" buttons are visible.
6. Add Approval for Sale Order Confirmation:
7. Add the following domain to the approval configuration:
[("partner_credit_warning", "!=", False)]
Important: Make sure you are in debug mode. The field Partner Credit Warning will not appear unless typed directly into the code editor.
Access with a user with Sales / User Rights
Then try to make a sell to any client who has reached his credit limit. It will require an approval.
This solution works perfectly!
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Hi
could I ask you from a newbie point, when I try enter " [("partner_credit_warning", "!=", False)] I get a Domain is not valid error, could you point me in a direction please
Hi
It seems that this domain isn't valid in v19 as the field Partner Credit Warning isn't stored in Odoo anymore