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Financial Situation

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New

Financial Situation centralizes, per customer, the authorized credit limit and the actual outstanding balance. The list flags overruns (visual alert), lets you update credit limits inline or in bulk, offers search and pagination, and applies a configurable tolerance (up to 10% of the limit, capped). A simple tool to manage credit risk, collections, and credit decisions.

100.00 €

  • Author Next Gestion
  • Module version 1.0
  • Release date 11/06/2025
  • Access to download and updates 1 year
  • Compatibility Dolibarr V6+
  • Last update 11/07/2025 11:34 AM

More info

 

  • Editeur: NextGestion
  • Version du module: 1.0
  • Compatibilité: Dolibarr 6.0.0 - 22.0.*
   
Description & Fonctionnalités

Financial Situation centralizes, per customer, the authorized credit limit and the actual outstanding balance. The list flags overruns (visual alert), lets you update credit limits inline or in bulk, offers search and pagination, and applies a configurable tolerance (up to 10% of the limit, capped). A simple tool to manage credit risk, collections, and credit decisions.

Module Description

  • Purpose: provide a single view of customer outstandings, control limits, detect overruns, and adjust limits quickly.

  • Features:

    • Customer list with Limit (editable) and Actual balance (outstanding);

    • Visual alert when Actual balance > Limit;

    • Bulk action “Edit authorized credit limit” on selected rows;

    • Search and pagination for large datasets.

  • Tolerance: automatic margin = min(10% × limit, configured maximum value) to avoid false-positive overruns.

  • Configuration: dedicated screen to set the maximum tolerance value (e.g., 5,000).

  • Use cases: daily credit control, prioritizing collections, revising credit limits in bulk or case by case according to risk policy.

  • Permissions & security: read access for Sales/Order Administration; editing limits restricted to Finance/Admin roles.

  • Compatibility: tested on Dolibarr v22; relies on customer data and Dolibarr’s outstanding calculation.

  • Best practices: define a clear tolerance policy, periodically review sensitive accounts, and log any credit-limit changes.

 
If you order our module you benefit from:
- free installation and configuration assistance
- free help in case of bug or module malfunction
- the addition of new functionalities or options specifically adapted to your needs.
   
Installation
    1. Télécharger le fichier archive (.zip) sur dolistore.com
    2. Dézipper l'archive dans le répertoire /htdocs/custom de dolibarr.
    3. Le module peut alors être activé (), paramétré () si besoin depuis la page de configuration des modules et enfin utilisé.
   
Démonstration Mises à jour et disponibilité Les mises à jour correctives du module seront publiées sur le dolistore.
   
Support We are available for any questions.
If you have a problem with the operation of the module, please give us detailed information so that we can understand and reproduce the behavior.
Email: contact@nextgestion.com 
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