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< div class = "document" id = "account-move-template" >
< h1 class = "title" > Account Move Template< / h1 >
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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< p > < a class = "reference external" href = "https://odoo-community.org/page/development-status" > < img alt = "Beta" src = "https://img.shields.io/badge/maturity-Beta-yellow.png" / > < / a > < a class = "reference external" href = "http://www.gnu.org/licenses/agpl-3.0-standalone.html" > < img alt = "License: AGPL-3" src = "https://img.shields.io/badge/licence-AGPL--3-blue.png" / > < / a > < a class = "reference external" href = "https://github.com/OCA/account-financial-tools/tree/16.0/account_move_template" > < img alt = "OCA/account-financial-tools" src = "https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" / > < / a > < a class = "reference external" href = "https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_move_template" > < img alt = "Translate me on Weblate" src = "https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" / > < / a > < a class = "reference external" href = "https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0" > < img alt = "Try me on Runboat" src = "https://img.shields.io/badge/runboat-Try%20me-875A7B.png" / > < / a > < / p >
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< p > 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.< / p >
< p > If user input, when using the template, user has to fill
the amount of every input lines.< / p >
< p > The journal entry form allows lo load, through a wizard,
the template to use and the amounts to fill.< / p >
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< p > < strong > Notable features:< / strong > < / p >
< p > This module enhance the capability of module account_move_template with following features,< / p >
< ol class = "arabic" >
< li > < p class = "first" > Optional account for negative amount.< / p >
< blockquote >
< p > When the Journal entry is created, and credit/debit is negative value, change debit/credit
side and use the opt_account_id< / p >
< / blockquote >
< / li >
< li > < p class = "first" > Allow overwrite move line values with overwrite dict.< / p >
< blockquote >
< p > 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.< / p >
< p > Sample of dictionary to overwrite move lines:< / p >
< pre class = "literal-block" >
{'L1': {'partner_id': 1, 'amount': 100, 'name': 'some label'},
'L2': {'partner_id': 2, 'amount': 200, 'name': 'some label 2'}, }
< / pre >
< / blockquote >
< / li >
< / ol >
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< p > < strong > Table of contents< / strong > < / p >
< div class = "contents local topic" id = "contents" >
< ul class = "simple" >
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< li > < a class = "reference internal" href = "#usage" id = "id1" > Usage< / a > < / li >
< li > < a class = "reference internal" href = "#bug-tracker" id = "id2" > Bug Tracker< / a > < / li >
< li > < a class = "reference internal" href = "#credits" id = "id3" > Credits< / a > < ul >
< li > < a class = "reference internal" href = "#authors" id = "id4" > Authors< / a > < / li >
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< li > < a class = "reference internal" href = "#contributors" id = "id5" > Contributors< / a > < ul >
< li > < a class = "reference internal" href = "#module-authors" id = "id6" > Module Authors< / a > < / li >
< li > < a class = "reference internal" href = "#module-contributors" id = "id7" > Module Contributors< / a > < / li >
< / ul >
< / li >
< li > < a class = "reference internal" href = "#maintainers" id = "id8" > Maintainers< / a > < / li >
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< / ul >
< / li >
< / ul >
< / div >
< div class = "section" id = "usage" >
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< h1 > < a class = "toc-backref" href = "#id1" > Usage< / a > < / h1 >
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< p > To create new templates:< / p >
< ol class = "arabic simple" >
< li > Make sure that you have flagged < em > Show Full Accounting Features< / em > on your
user, and that the user belongs to the < em > Billing Manager< / em > group.< / li >
< li > Go to < em > Invoicing / Configuration / Accounting / Journal Entry Templates< / em > 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.< / li >
< / ol >
< p > To use an existing template:< / p >
< ol class = "arabic simple" >
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< li > Go to < em > Invoicing / Accounting / Actions / Create Entry from Template< / em > < / li >
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< li > Select one of the available templates.< / li >
< li > Complete the entries according to the template and click on the button < em > Generate Journal Entry< / em > .< / li >
< / ol >
< / div >
< div class = "section" id = "bug-tracker" >
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< h1 > < a class = "toc-backref" href = "#id2" > Bug Tracker< / a > < / h1 >
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< p > Bugs are tracked on < a class = "reference external" href = "https://github.com/OCA/account-financial-tools/issues" > GitHub Issues< / a > .
In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
< a class = "reference external" href = "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**" > feedback< / a > .< / p >
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< p > Do not contact contributors directly about support or help with technical issues.< / p >
< / div >
< div class = "section" id = "credits" >
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< h1 > < a class = "toc-backref" href = "#id3" > Credits< / a > < / h1 >
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< div class = "section" id = "authors" >
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< h2 > < a class = "toc-backref" href = "#id4" > Authors< / a > < / h2 >
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< ul class = "simple" >
< li > Agile Business Group< / li >
< li > Aurium Technologies< / li >
< li > Vauxoo< / li >
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< li > ForgeFlow< / li >
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< li > Akretion< / li >
< / ul >
< / div >
< div class = "section" id = "contributors" >
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< h2 > < a class = "toc-backref" href = "#id5" > Contributors< / a > < / h2 >
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< div class = "section" id = "module-authors" >
< h3 > < a class = "toc-backref" href = "#id6" > Module Authors< / a > < / h3 >
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< ul class = "simple" >
< li > Davide Corio < < a class = "reference external" href = "mailto:davide.corio@agilebg.com" > davide.corio@ agilebg.com< / a > > < / li >
< li > Lorenzo Battistini < < a class = "reference external" href = "mailto:lorenzo.battistini@agilebg.com" > lorenzo.battistini@ agilebg.com< / a > > < / li >
< li > Paolo Chiara < < a class = "reference external" href = "mailto:p.chiara@isa.it" > p.chiara@ isa.it< / a > > < / li >
< li > Franco Tampieri < < a class = "reference external" href = "mailto:franco.tampieri@agilebg.com" > franco.tampieri@ agilebg.com< / a > > < / li >
< li > Alexis de Lattre < < a class = "reference external" href = "mailto:alexis.delattre@akretion.com" > alexis.delattre@ akretion.com< / a > > (full re-write for v12)< / li >
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< / ul >
< / div >
< div class = "section" id = "module-contributors" >
< h3 > < a class = "toc-backref" href = "#id7" > Module Contributors< / a > < / h3 >
< ul class = "simple" >
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< li > Jalal ZAHID < < a class = "reference external" href = "mailto:j.zahid@auriumtechnologies.com" > j.zahid@ auriumtechnologies.com< / a > > (port to v10)< / li >
< li > Alex Comba < < a class = "reference external" href = "mailto:alex.comba@agilebg.com" > alex.comba@ agilebg.com< / a > > (Port to V8)< / li >
< li > Guewen Baconnier < < a class = "reference external" href = "mailto:guewen.baconnier@camptocamp.com" > guewen.baconnier@ camptocamp.com< / a > > < / li >
< li > Raf Ven < < a class = "reference external" href = "mailto:raf.ven@dynapps.be" > raf.ven@ dynapps.be< / a > > (port to v11)< / li >
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< li > Jordi Ballester < < a class = "reference external" href = "mailto:jordi.ballester@forgeflow.com" > jordi.ballester@ forgeflow.com< / a > > (ForgeFlow)< / li >
2020-08-10 09:55:19 +02:00
< li > < a class = "reference external" href = "https://www.sygel.es" > Sygel< / a > :< ul >
< li > Harald Panten < < a class = "reference external" href = "mailto:harald.panten@sygel.es" > harald.panten@ sygel.es< / a > > < / li >
< li > Valentin Vinagre < < a class = "reference external" href = "mailto:valentin.vinagre@sygel.es" > valentin.vinagre@ sygel.es< / a > > < / li >
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< li > Manuel Regidor < < a class = "reference external" href = "mailto:manuel.regidor@sygel.es" > manuel.regidor@ sygel.es< / a > > < / li >
2020-08-10 09:55:19 +02:00
< / ul >
< / li >
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< li > < a class = "reference external" href = "http://ecosoft.co.th" > Ecosoft< / a > :< ul >
< li > Kitti U. < < a class = "reference external" href = "mailto:kittiu@ecosoft.co.th" > kittiu@ ecosoft.co.th< / a > > (Add context overwrite)< / li >
< / ul >
< / li >
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< li > Abraham Anes < < a class = "reference external" href = "mailto:abrahamanes@gmail.com" > abrahamanes@ gmail.com< / a > > < / li >
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< / ul >
< / div >
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< / div >
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< div class = "section" id = "maintainers" >
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< h2 > < a class = "toc-backref" href = "#id8" > Maintainers< / a > < / h2 >
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< p > This module is maintained by the OCA.< / p >
< a class = "reference external image-reference" href = "https://odoo-community.org" > < img alt = "Odoo Community Association" src = "https://odoo-community.org/logo.png" / > < / a >
< p > 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.< / p >
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< p > This module is part of the < a class = "reference external" href = "https://github.com/OCA/account-financial-tools/tree/16.0/account_move_template" > OCA/account-financial-tools< / a > project on GitHub.< / p >
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< p > You are welcome to contribute. To learn how please visit < a class = "reference external" href = "https://odoo-community.org/page/Contribute" > https://odoo-community.org/page/Contribute< / a > .< / p >
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