2
0
account-financial-tools/account_journal_general_sequence/README.rst

143 lines
5.0 KiB
ReStructuredText
Raw Normal View History

====================================
General sequence in account journals
====================================
2023-09-03 13:22:10 +02:00
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
2023-09-03 13:22:10 +02:00
!! source digest: sha256:a605b6ea5d6c7a699f28ac3d02cc53789b40b01ef47be934e46c5c6f6305e240
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
2022-12-23 12:21:55 +01:00
:target: https://github.com/OCA/account-financial-tools/tree/16.0/account_journal_general_sequence
:alt: OCA/account-financial-tools
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
2022-12-23 12:21:55 +01:00
:target: https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_journal_general_sequence
:alt: Translate me on Weblate
2023-09-03 13:22:10 +02:00
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0
:alt: Try me on Runboat
2023-09-03 13:22:10 +02:00
|badge1| |badge2| |badge3| |badge4| |badge5|
This module extends the functionality of account to support sequenced entry
numbers and to allow you to renumber them if needed, on demand.
It adds a new field called *Entry number*. This is independent from the *Number*
that Odoo adds by default, and has different purpose.
**Table of contents**
.. contents::
:local:
Installation
============
After installing this module, no entry numbers will be generated because that
could have a very negative impact in installations that already had a lot of
account moves.
If you need to add numbers to preexisting account moves, please use the
renumbering wizard as explained in the *Usage* section.
Configuration
=============
To configure journal sequences:
#. Have full accounting permissions.
#. Go to *Invoicing > Configuration > Accounting > Journals*.
#. Select or create the journal you want to configure.
#. Use *Account entry number sequence* to configure a sequence.
Note that:
* Various journals can share the same sequence.
* All journals get a shared default sequence, per company.
* Entry numbers must be unique per company. So, if you use different sequences
per journal, make sure they don't produce colliding results.
Usage
=====
To see journal entry numbers:
#. Go to *Invoicing > Accounting > Miscellaneous > Journal Entries*.
#. Notice the new field *Entry Number*. Only posted moves get an entry number.
Note that:
* You can use that new field in quick searches.
* You can see it also in *Invoicing > Accounting > Miscellaneous > Journal Items*.
To renumber journal entries:
#. Have full accounting permissions.
#. Have *Accounting / Invoicing / Billing Administrator* permissions.
#. Go to *Invoicing > Accounting > Actions > Renumber journal entries*.
#. Configure those parameters.
#. Click on *Renumber*.
Note that:
* You will only be able to select sequences related to journals.
* A sequence usually affects various journals, if not all.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
In case of trouble, please check there if your issue has already been reported.
2023-09-03 13:22:10 +02:00
If you spotted it first, help us to smash it by providing a detailed and welcomed
2022-12-23 12:21:55 +01:00
`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_journal_general_sequence%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Moduon
Contributors
~~~~~~~~~~~~
* Jairo Llopis (`Moduon <https://www.moduon.team/>`__)
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
2022-06-03 14:15:32 +02:00
.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px
:target: https://github.com/yajo
:alt: yajo
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-yajo|
2022-12-23 12:21:55 +01:00
This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_journal_general_sequence>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.