06584b381a
Squashed commit of the following: commit5adce1fd15Author: Marc Durepos <marc@bemade.org> Date: Thu Sep 4 12:33:00 2025 -0400 [MIG] 17.0..18.0 account_credit_hold Migrated module account_credit_hold from 17.0 to 18.0. Fixed views and models and wrote test cases to check functionality. commit91c52af6f4Author: Marc Durepos <marc@bemade.org> Date: Thu Sep 4 11:38:37 2025 -0400 Initial migration of account_credit_hold for testing in 18.0
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40 lines
No EOL
1.6 KiB
Markdown
# Overview
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This module adds the notion of placing clients on credit hold to the followup levels from the Odoo Enterprise
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account_followup module. It adds an option to followup levels to mark clients matching the followup criteria as on
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credit hold. This hold restricts the confirmation of new sales orders for these clients.
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Accountant and admin users can set a date until which the account hold will be
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postponed on a specific partner's form view. This effectively gives clients an extra
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grace period, allowing orders to be confirmed until the period ends.
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# Change Log
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## 17.0.1.0.0 (2024-05-15)
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Various modifications to adapt code to Odoo 17.0
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## 15.0.2.0.0 (2023-05-04)
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Complete remake of the module, making the "Credit Hold" an action that is either manually or
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automatically triggered from the Accounting > Followup Reports section or by setting the automatic application field
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on followup levels.
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## 15.0.1.1.0 (2023-05-03)
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Adds a ribbon to stock pickings for clients on hold, and therefore a dependency on stock.
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## 15.0.1.0.2 (2023-05-03)
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Fix to sale order view and sale order confirmation for clients not on hold.
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## 15.0.1.0.1 (2023-05-03)
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Fix clients on hold when status is "outstanding_invoices".
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## 15.0.1.0.0 (2023-05-02) Initial Release
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Initial release of the module, including a setting on follow-up levels to toggle placing on credit hold. Blocks
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the confirmation of sales orders for clients on credit hold. Red "Credit Hold" banner appears on sales orders and
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partner form view when a client is on credit hold. Credit hold can be postponed by setting the "Postpone Hold" field
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on the partner form view. |