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account-financial-tools/account_partner_required/README.rst
2023-10-31 14:49:22 +01:00

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Account partner required
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This module adds an option *Partner policy* on account types.
You have the choice between 3 policies:
* *optional* (the default policy): partner is optional,
* *always*: require a partner,
* *never*: forbid a partner.
This module is useful to enforce a partner on account move lines on
customer and supplier accounts.
This module is very similar to the module *account_analytic_required* available in the OCA project `account-analytic <https://github.com/OCA/account-analytic>`_.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure this module, you need to:
#. Go to the menu *Invoicing > Configuration > Accounting > Account Types* and edit each account types to configure the correct *Partner policy*.
Usage
=====
If you put a partner on an account move line with an account whose type is configured with *Partner policy* = *never*, you will get an error message.
If you don't put a partner on an account move line with an account whose type is configured with *Partner policy* = *always*, you will get an error message.
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_partner_required%0Aversion:%2012.0%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
* Akretion
Contributors
~~~~~~~~~~~~
* Stéphane Bidoul <stephane.bidoul@acsone.eu>
* Alexis de Lattre <alexis.delattre@akretion.com>
* Raf Ven <raf.ven@dynapps.be>
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.
This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/12.0/account_partner_required>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.