Credit Limit and Credit Status Checking in Odoo module will rise warning regarding the credit status of customer, while confirming the sale order. This is made possible by Credit Status wizard.
You can see ‘Pass Credit check’ field in the form view of user under ‘preference’ page as shown in the below screen-shot.
This field will allow sale orders to confirm order lines without any restrictions regarding maturity date or credit limit. Even though this field is enabled customer will get a warning that ‘credit limit exceeded’ or ‘maturity date exceeded’, so that they can make aware of the credit status.
‘Credit Status’ field is created in sale order model as shown in the below screen-shot. This is a computed field used to store the current credit status of the customer.
Credit Status field will display ‘OK’ if the customer is not exceeded credit limit or maturity date. If there is any previous order with maturity date exceeded, status will change as shown below.
If the maturity date is not exceeded, but the credit limit of the customer has been exceeded. Then the credit status will get changed as shown below.
While creating the order lines if credit exceeds, A wizard will pop up showing the warning message along with exceeded amount. Click ‘ok’ to proceed further as shown in the below screen-shot.
Click ‘Approve’ button as shown in the above screen-shot. If ‘Pass Credit Check’ is not enabled for the user, and user has exceed maturity date or credit limit will not allow the sale order to proceed further.
If it is enabled, customer can confirm the sale order without any restriction. In this situation, using a wizard we rise warning regarding the credit status. As shown in the below two screen-shots, two messages will get displayed. Respectively for credit limit warning and maturity date warning. If the credit status is ‘OK’, wizard will not pop up and function will execute normally.
Click ‘Proceed Anyway’ button to proceed with sale order approval. Respective credit status will be stored in the delivery order created as shown below.