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. Image [1] * * When using the following configuration: 1. Activate Sales Credit Limit Image [2] * *2. Set Credit Limit on Contact Form: Navigate to the *Accounting* tab in the contact form. Set the desired *credit limit* for the contact. Image [3] * * [1] https://lh7-rt.googleusercontent.com/docsz/AD_4nXcdEOhAklfsL8Kq8h

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odoo accounting v14 pos v15

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How to automatically block sales for contacts that have exceeded their credit limit and require approval from another user.

sales approvals Quickstart V18

1 Odpowiedz

3032 Widoki

José Aram Castro Narváez (jacn)

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:

1. 1. Navigate to the Accounting tab in the contact form.
  2. Set the desired credit limit for the contact.

Maverick Chartered Accountants

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

Nosayba Sulieman

It seems that this domain isn't valid in v19 as the field Partner Credit Warning isn't stored in Odoo anymore

José Aram Castro Narváez (jacn)

Autor Najlepsza odpowiedź

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.

Settings

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:

On each Confirm button, add an approval step.
Set the approval role to Sales / Administrator.

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.

Demo

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.

Baraka Waswa (bawa)

This solution works perfectly!

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