152 lines
5.5 KiB
ReStructuredText
152 lines
5.5 KiB
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=====================
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Account Move Template
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=====================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:34347dc298f9465b955bbe2b251cdb66a8a945f650f447ac04b72f2a0d53734e
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
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:target: https://github.com/OCA/account-financial-tools/tree/16.0/account_move_template
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:alt: OCA/account-financial-tools
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_move_template
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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The user can configure journal entries templates, useful for recurring entries.
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The amount of each template line can be computed (through python code)
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or kept as user input.
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If user input, when using the template, user has to fill
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the amount of every input lines.
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The journal entry form allows lo load, through a wizard,
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the template to use and the amounts to fill.
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**Notable features:**
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This module enhance the capability of module account_move_template with following features,
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#. Optional account for negative amount.
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When the Journal entry is created, and credit/debit is negative value, change debit/credit
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side and use the opt_account_id
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#. Allow overwrite move line values with overwrite dict.
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Normally, the journal items created by the template will require user input on wizard.
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This feature allow passing the overwrite values with a dictionary.
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This is particularly useful when the wizard is called by code.
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Sample of dictionary to overwrite move lines::
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{'L1': {'partner_id': 1, 'amount': 100, 'name': 'some label'},
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'L2': {'partner_id': 2, 'amount': 200, 'name': 'some label 2'}, }
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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To create new templates:
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#. Make sure that you have flagged *Show Full Accounting Features* on your
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user, and that the user belongs to the *Billing Manager* group.
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#. Go to *Invoicing / Configuration / Accounting / Journal Entry Templates* and
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define there your templates. You can choose to complete a line using a
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defined formula, based on other lines, or by requiring user input.
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To use an existing template:
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#. Go to *Invoicing / Accounting / Actions / Create Entry from Template*
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#. Select one of the available templates.
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#. Complete the entries according to the template and click on the button *Generate Journal Entry*.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
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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
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`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**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Agile Business Group
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* Aurium Technologies
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* Vauxoo
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* ForgeFlow
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* Akretion
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Contributors
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~~~~~~~~~~~~
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Module Authors
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--------------
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* Davide Corio <davide.corio@agilebg.com>
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* Lorenzo Battistini <lorenzo.battistini@agilebg.com>
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* Paolo Chiara <p.chiara@isa.it>
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* Franco Tampieri <franco.tampieri@agilebg.com>
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* Alexis de Lattre <alexis.delattre@akretion.com> (full re-write for v12)
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Module Contributors
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-------------------
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* Jalal ZAHID <j.zahid@auriumtechnologies.com> (port to v10)
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* Alex Comba <alex.comba@agilebg.com> (Port to V8)
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* Guewen Baconnier <guewen.baconnier@camptocamp.com>
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* Raf Ven <raf.ven@dynapps.be> (port to v11)
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* Jordi Ballester <jordi.ballester@forgeflow.com> (ForgeFlow)
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* `Sygel <https://www.sygel.es>`_:
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* Harald Panten <harald.panten@sygel.es>
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* Valentin Vinagre <valentin.vinagre@sygel.es>
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* Manuel Regidor <manuel.regidor@sygel.es>
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* `Ecosoft <http://ecosoft.co.th>`_:
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* Kitti U. <kittiu@ecosoft.co.th> (Add context overwrite)
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* Abraham Anes <abrahamanes@gmail.com>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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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.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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