Sale Financial Risk Confirm Action
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 15.0Adds 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.wizis 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.
Depends on
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: 2026-11-03Confirmation 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 15.0Configuration
Source · Odoo 15.0To 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.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.