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

========================
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.

.. 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/12.0/account_partner_required>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.