sale_financial_risk
Extend partner financial risk management to sales orders by assessing exposure before confirmation.
Key Features
- sale.order: Blocks confirmation when the customer's sales or global risk limits would be exceeded unless bypassed.
- sale.order.line: Computes a risk amount per line from the uninvoiced portion and converts it to the partner's risk currency.
- sale.order.line: Tracks the invoicing partner on each line to support aggregated risk reporting.
- res.partner: Adds fields to include sales orders in financial risk, define sales-order-specific limits, and measure total open sales risk.
- res.partner: Extends partner financial risk summaries to display the sales order exposure when enabled.
- res.config.settings: Lets administrators include done sales orders in risk computations and permit confirmations beyond risk limits.
- res.company: Stores whether the company allows sales confirmation even if risk limits are exceeded.
- sales reporting: Provides a pivot analysis of sale order lines showing risk amounts and fulfillment metrics.
- payment.transaction: Bypasses risk checks during sale confirmations triggered by authorized payments.
- installation: Pre-initialization hook populates partner references on existing sale order lines to speed up risk calculations.