Automatically Block Sales Order Creation for Customers with Overdue Invoices in ODOO

Does your company ever accidentally sell more product to a customer that already has overdue invoices? You can prevent this in ODOO! Improve your collections and protect your company from bad customers with this automation that I'll walk you through step by step!
We'll start with a scheduled action to check for overdue invoices on a daily basis. If that action finds overdue invoices, it'll set a blocking action on each of the customers in that list. Then, we'll add an override so certain individuals can allow sales to go through for these customers, because not everyone is the same.
As always, if you have any questions or need help, please reach out!
calendly.com/o...
#odoo #accounting #erpsoftware #collections

[@paultchaparian9202]

I am becoming a fan. Keep the videos coming ❤

[@odoo-it-yourself]

Thank you! I’ll be sure to.

[@Chris-LandL]

This is so helpful! Well done!

[@odoo-it-yourself]

Thanks, Chris!

[@RicardoIrvinArceDiaz]

Have you thought about creating a course? I would like to learn more about it in depth! :)

[@odoo-it-yourself]

I have, thanks! What kind of course would you like?

[@EdgarTriias]

Awesome video, thanks! How should I separate the overdue invoices by amount of days they are overdue? Example: set a warn for customers with overdue invoices for 1-6 days, set a block if there are overdue invoices for more than 6 days.

[@odoo-it-yourself]

I'd create a separate variable for each and if there are invoices overdue more than 6 days, block the customer. If there's only invoices in the other group, set the warning.

[@HuseyinKrtan-jm1th]

I am waiting for a more detailed video on how you did the software part, for example, what are record and env, where do they come from, and how do you fill them in. Thank you. I liked all the videos I watched

[@odoo-it-yourself]

Glad you enjoyed it! So you're hoping to get a heavier breakdown of the python, yes?

[@HuseyinKrtan-jm1th]

@@odoo-it-yourself yes sir . Thanks

[@odoo-it-yourself]

I'd recommend my videos on python. Those should help you get where you need to be.

[@HuseyinKrtan-jm1th]

​@@odoo-it-yourselfoooww sir you have python videos. Thank you very much . I've realized now

[@mujtabaabachani2760]

Hi, Thanks so much for this! I have followed through exactly on an actual DB, but not getting accurate results. So I first filtered the overdue invoices > grouped the list by Partner to see how many customers have overdue invoices and for this example, I see 139, but when running the scheduled action manually to get the number of blocked contacts, I get 437. Also, when testing it out on the SOs, I also get the block on customers who do have invoices to be paid, but are not yet overdue. What may be the problem? Thanks in advance for your response!

[@odoo-it-yourself]

Sorry I haven't gotten back to you. I'm looking into this. Want to help where I can.

[@cparker4486]

Very cool. I feel like pretty much anything is possible in Odoo so what about this? (I bet it's an easy one.) I want to block the "Confirm" button while a Bill's Should Be Paid value is equal to Exception. Ideally, when the button is clicked a popup appears that says something like "This Bill is in an exception state and should not be paid." If so, I'll schedule some time with you to discuss/implement.

[@odoo-it-yourself]

Sounds like you’re looking for a bit of an approval process. If so, that’s not too difficult to implement without much work. If you’d prefer just to do exactly what you’ve said and don’t need anything beyond that, you could definitely do that too.

[@selvamgodoo524]

Good..can u suggest how to block creating CRM

[@odoo-it-yourself]

Sure! I would create an automated action with the trigger being a ui change on partner_id.