Credit limit improvement system in odoo 17

In Odoo 17, confirmed and uninvoiced sales orders are now factored into a partner's total receivables. As a result, the credit limit warning system now considers this updated calculation, leading to more accurate and effective credit management.

1. Credit Limit Improvement Enterprise

2. Introduction Enterpr ise In Odoo 17, confirmed and uninvoiced sales orders are now factored into a partner's total receivables. As a result, the credit limit warning system now considers this updated calculation, leading to more accurate and effective credit management.

3. Enterprise A new feature ‘Sales Credit Limit’ is included within the Accounting Configuration Settings under the section Customer Invoices .

4. Enterprise When preparing sales orders and invoices, the Sales Credit Limit tool notifies when a partner's receivables exceed a set limit. You can also set a default credit limit and adjust it as needed. In the above example, we have 120 sets as the Default Credit Limit in Settings. Additionally, the customer contact form includes a credit limit setup option. To access the Customer creation form CREDIT LIMITS, open the window for customers. You can set the credit limits in the Customer creation form by going to the Accounting tab. Partner limit can be set by activating the Partner Limit. The default partner limit that we specified in the Settings window will be visible when you select the Partner Limit option.

5. Enterprise You can also adjust the Partner limit on this page, which is useful for setting limitations on different clients.

6. Enterprise When selecting the partner for whom we set the partner limit, the screenshot above demonstrates that a notification will appear indicating that the customer has reached their credit limit.

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