Extends Partner Financial Risk to manage stock moves.
If any limit is exceed the partner gets forbidden to transfer stock move.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Blocks outgoing stock transfers to customers whose financial risk limit is exceeded, showing a warning wizard before confirming, reserving or validating the transfer.
This module connects the credit risk control of a partner with warehouse operations. When a delivery is addressed to a customer whose financial risk limit has been exceeded, Odoo stops the operation and shows a warning message instead of letting it continue.
The check applies at three moments of a transfer: when it is confirmed, when stock is reserved, and when it is validated. In each case, if the destination is a customer location and the commercial partner of the transfer has a risk exception for that company, a wizard appears saying that the financial risk has been exceeded. The user can then decide whether to continue anyway or stop.
As a final safety net, when the stock move is actually completed, the system raises an error and refuses to finish it if the partner is still over the limit. The message names the partners concerned.
- The control is based on the commercial partner, so contacts belonging to the same company share the limit.
- The risk is evaluated for the company of the transfer, so limits can differ between companies.
- Only moves whose destination is a customer are checked; internal transfers are not affected.
- A technical bypass option exists so that other processes can skip the check.
The module extends stock.picking and stock.move and relies on the risk fields provided by account_financial_risk.
Depends on
Models and fields (2)
- stock.move · extends an existing model
- stock.picking · extends an existing model
Text generated by AI (DeepSeek) from reading the Odoo 18.0 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: 5 confirmed, 4 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/credit-control.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0To use this module, you need to:
- Go to Customers \> Financial Risk
- Set limits and choose options to compute in credit limit
- Go to Inventory \> Operations \> Transfers
- Try transfer a risk exceed partner picking
No verified information in OCA: Installation, Configuration.
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.