Extends account financial risk to add consumption info in sales orders.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Shows the customer's credit risk consumption directly on the sales order form, with a warning colour when the risk percentage reaches the configured threshold.
This module adds a credit-risk indicator to sales orders so users can see how much of a customer's credit limit is already used before confirming a sale.
On the sales order form, a new read-only field appears near the validity date. It displays the customer's total risk, the credit limit, the used percentage and the remaining available amount. If the customer has no credit limit, it simply shows "Unlimited". When the used percentage reaches the warning threshold, the text is shown in red.
On the customer record, a new "Risk percent warning" field is added next to the existing risk exception field. Its default value is 80, meaning the red warning appears from 80% consumption onwards. Users can change this value per customer.
The sales order also carries related values for the remaining risk amount and remaining risk percentage, taken from the customer, so they stay in sync automatically.
The module depends on sale and account_financial_risk, and extends res.partner and sale.order. The displayed text pattern can be adjusted through the system parameter sale_financial_risk_info.info_pattern.
Depends on
Models and fields (2)
- sale.order · extends an existing modelrisk_info, risk_remaining_value, risk_remaining_percentage
- res.partner · extends an existing modelrisk_percent_warning (Risk percent warning)
Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 7 confirmed, 2 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/credit-control.
terminal Installation and usage
OCA documentation · Odoo 19.0Configuration
Source · Odoo 19.0ir.configparameter options
- You can define the configparameter
"salefinancial_risk_info.info_pattern" to customize displayed info. Ex. "\{risktotal} / {creditlimit} ({riskpercent}%)\" In addition to the example parameters there is the parameter "riskavailable".
Usage
Source · Odoo 19.0To use this module, you need to:
- Go to Customers \> Financial Risk
- Set limits and choose options to compute in credit limit.
- Go to Sales -\> Orders -\> Orders and create a new Sales Orders.
No verified information in OCA: Installation.
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.