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account-financial-tools/account_journal_general_sequence
2023-06-26 12:54:46 +00:00
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i18n Update translation files 2023-06-23 11:47:29 +00:00
models [FIX] account_journal_general_sequence: optimize recomputes when renumbering 2023-06-26 13:50:12 +01:00
readme [FIX] account_journal_general_sequence: bottleneck at install 2022-12-23 10:22:43 +00:00
security [ADD] account_journal_general_sequence: account move entry sequence 2022-12-23 10:22:43 +00:00
static/description [UPD] README.rst 2022-12-23 11:21:55 +00:00
tests [FIX] account_journal_general_sequence: optimize recomputes when renumbering 2023-06-26 13:50:12 +01:00
views [MIG] account_journal_general_sequence: v16 modifications 2022-12-23 10:47:11 +00:00
wizards [FIX] account_journal_general_sequence: avoid renaming bottleneck 2023-04-24 10:09:27 +01:00
__init__.py [ADD] account_journal_general_sequence: account move entry sequence 2022-12-23 10:22:43 +00:00
__manifest__.py account_journal_general_sequence 16.0.1.1.0 2023-06-26 12:54:46 +00:00
README.rst [UPD] README.rst 2022-12-23 11:21:55 +00:00

====================================
General sequence in account journals
====================================

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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.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`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.

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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.

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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-yajo| 

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.