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account-financial-tools/account_journal_lock_date/README.rst
2023-03-21 23:14:01 +01:00

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=========================
Account Journal Lock Date
=========================
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Lock each accounting journal independently.
In addition to the lock dates provided by standard Odoo, this module
provides a 'Lock Date' and a 'Lock Date for Non-Advisers' per journal.
This module also adds a wizard that allows you to update the 'Lock Date'
and the 'Lock Date for Non-Advisers' for several Journals at the same time.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure this module, you need to:
#. Go to *Invoicing > Configuration > Journals*
#. Open a Journal and set the 'Lock Date' and the 'Lock Date for Non-Advisers'
in the' Advanced Settings' tab of the form view or select several
Journals in the list view and click on the action menu
'Update journals lock dates' to update those dates for the selected
journals at the same time.
Usage
=====
If the logged-in user has the access group 'Adviser', he/she will
not be able to create a journal entry if the 'Lock Date' of the
journal is greater than or equal to the journal entry.
If the logged-in user has not the access group 'Adviser', he/she will
not be able to create a journal entry if the 'Lock Date for Non-Advisers'
of the journal is greater than or equal to the journal entry.
Known issues / Roadmap
======================
* the module does not check that all moves prior the lock date are posted, this could be
made as part of the wizard
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_lock_date%0Aversion:%2014.0%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
~~~~~~~
* ACSONE SA/NV
* Tecnativa
Contributors
~~~~~~~~~~~~
* `Akretion <https://www.akretion.com>`_:
* Benoît GUILLOT <benoit.guillot@akretion.com>
* Chafique DELLI <chafique.delli@akretion.com>
* Alexis de Lattre <alexis.delattre@akretion.com>
* Mourad EL HADJ MIMOUNE <mourad.elhadj.mimoune@akretion.com>
* `Tecnativa <https://www.tecnativa.com>`_:
* Pedro M. Baeza
* Ernesto Tejeda
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
: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/14.0/account_journal_lock_date>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.