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Sale Financial Risk Confirm Action

sale_financial_risk_confirm_action folder_open OCA/credit-control open_in_new
Accounting License: AGPL-3

This module allow confirm sale order in risk exception but changing several sale order fields

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Adds an 'Update and continue' button to the risk-exceeded warning so users can confirm a sale order despite the customer's credit risk, after applying the configured field changes.

When a sale order is blocked because the customer has exceeded their allowed financial risk, Odoo shows a warning wizard. This module adds an extra button, "Update and continue", next to the existing continue button on that warning screen.

Pressing it first runs a server action named "Changes to confirm sale order in risk exception" on the sale order model, then proceeds with the normal confirmation flow. The server action is of the object_write type, meaning it writes values onto the sale order record; the actual field values it writes are configured in Odoo by the user, not hard-coded in this module.

  • The new button appears on the partner risk exceeded wizard, which is inherited from the account_financial_risk module.
  • The wizard model partner.risk.exceeded.wiz is extended with the new button method.
  • The server action targets the sale order model and is linked to the wizard button.

This is useful when a business wants to keep selling to a customer over the risk limit but only after automatically adjusting certain order fields (for example payment terms or other order data) as a condition of confirming. No new menus or reports are added; the change is limited to the risk warning wizard and the server action it triggers.

Models and fields (1)
  • partner.risk.exceeded.wiz · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 15.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 15.0

Confirmed on 2026-11-03 in branch 15.0 of OCA/credit-control.

terminal Installation and usage

OCA documentation · Odoo 15.0

To configure this module, you need to:

  • Go to Server actions and search "Changes to confirm sale order in risk exception"
  • Set fields and values to be updated before sale order confirm

No verified information in OCA: Installation, Usage.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.