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This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> <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/13.0/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-13-0/account-financial-tools-13-0-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://runbot.odoo-community.org/runbot/92/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <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> <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> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <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> <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> </ul> </li> </ul> </div> <div class="section" id="usage"> <h1><a class="toc-backref" href="#id1">Usage</a></h1> <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"> <li>Go to <em>Invoicing / Accounting / Miscellaneous / Create Entry from Template</em></li> <li>Select one of the available templates.</li> <li>As option, you can overwrite output lines with dict, i.e., {“L1”: {“partner”: 1}}</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"> <h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1> <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. If you spotted it first, help us smashing 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:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> </div> <div class="section" id="credits"> <h1><a class="toc-backref" href="#id3">Credits</a></h1> <div class="section" id="authors"> <h2><a class="toc-backref" href="#id4">Authors</a></h2> <ul class="simple"> <li>Agile Business Group</li> <li>Aurium Technologies</li> <li>Vauxoo</li> <li>ForgeFlow</li> <li>Akretion</li> </ul> </div> <div class="section" id="contributors"> <h2><a class="toc-backref" href="#id5">Contributors</a></h2> <div class="section" id="module-authors"> <h3><a class="toc-backref" href="#id6">Module Authors</a></h3> <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> </ul> </div> <div class="section" id="module-contributors"> <h3><a class="toc-backref" href="#id7">Module Contributors</a></h3> <ul class="simple"> <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> <li>Jordi Ballester <<a class="reference external" href="mailto:jordi.ballester@forgeflow.com">jordi.ballester@forgeflow.com</a>> (ForgeFlow)</li> <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> </ul> </li> <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> </ul> </div> </div> <div class="section" id="maintainers"> <h2><a class="toc-backref" href="#id8">Maintainers</a></h2> <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> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/13.0/account_move_template">OCA/account-financial-tools</a> project on GitHub.</p> <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> </div> </div> </div> </body> </html>