account-financial-tools/account_move_template/README.rst

=====================
Account Move Template
=====================

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The user can configure journal entries templates, useful for recurring entries.
The amount of each template line can be computed (through python code)
or kept as user input.

If user input, when using the template, user has to fill
the amount of every input lines.

The journal entry form allows lo load, through a wizard,
the template to use and the amounts to fill.

**Notable features:**

This module enhance the capability of module account_move_template with following features,

#. Optional account for negative amount.

    When the Journal entry is created, and credit/debit is negative value, change debit/credit
    side and use the opt_account_id

#. Allow overwrite move line values with overwrite dict.

    Normally, the journal items created by the template will require user input on wizard.
    This feature allow passing the overwrite values with a dictionary.
    This is particularly useful when the wizard is called by code.

    Sample of dictionary to overwrite move lines::

      {'L1': {'partner_id': 1, 'amount': 100, 'name': 'some label'},
       'L2': {'partner_id': 2, 'amount': 200, 'name': 'some label 2'}, }

**Table of contents**

.. contents::
   :local:

Usage
=====

To create new templates:

#. Make sure that you have flagged *Show Full Accounting Features* on your
   user, and that the user belongs to the *Billing Manager* group.
#. Go to *Invoicing / Configuration / Accounting / Journal Entry Templates* and
   define there your templates. You can choose to complete a line using a
   defined formula, based on other lines, or by requiring user input.

To use an existing template:

#. Go to *Invoicing / Accounting / Actions / Create Entry from Template*
#. Select one of the available templates.
#. Complete the entries according to the template and click on the button *Generate Journal Entry*.

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.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_template%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
~~~~~~~

* Agile Business Group
* Aurium Technologies
* Vauxoo
* ForgeFlow
* Akretion

Contributors
~~~~~~~~~~~~

Module Authors
--------------

* Davide Corio <davide.corio@agilebg.com>
* Lorenzo Battistini <lorenzo.battistini@agilebg.com>
* Paolo Chiara <p.chiara@isa.it>
* Franco Tampieri <franco.tampieri@agilebg.com>
* Alexis de Lattre <alexis.delattre@akretion.com> (full re-write for v12)

Module Contributors
-------------------

* Jalal ZAHID <j.zahid@auriumtechnologies.com>  (port to v10)
* Alex Comba <alex.comba@agilebg.com> (Port to V8)
* Guewen Baconnier <guewen.baconnier@camptocamp.com>
* Raf Ven <raf.ven@dynapps.be>  (port to v11)
* Jordi Ballester <jordi.ballester@forgeflow.com> (ForgeFlow)
* `Sygel <https://www.sygel.es>`_:

  * Harald Panten <harald.panten@sygel.es>
  * Valentin Vinagre <valentin.vinagre@sygel.es>
  * Manuel Regidor <manuel.regidor@sygel.es>

* `Ecosoft <http://ecosoft.co.th>`_:

  * Kitti U. <kittiu@ecosoft.co.th> (Add context overwrite)
* Abraham Anes <abrahamanes@gmail.com>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

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   :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.

This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_move_template>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.