120 lines
4.3 KiB
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120 lines
4.3 KiB
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=========================
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Account Journal Lock Date
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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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.. |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/14.0/account_journal_lock_date
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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-14-0/account-financial-tools-14-0-account_journal_lock_date
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/92/14.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Lock each accounting journal independently.
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In addition to the lock dates provided by standard Odoo, this module
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provides a 'Lock Date' and a 'Lock Date for Non-Advisers' per journal.
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This module also adds a wizard that allows you to update the 'Lock Date'
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and the 'Lock Date for Non-Advisers' for several Journals at the same time.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module, you need to:
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#. Go to *Invoicing > Configuration > Journals*
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#. Open a Journal and set the 'Lock Date' and the 'Lock Date for Non-Advisers'
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in the' Advanced Settings' tab of the form view or select several
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Journals in the list view and click on the action menu
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'Update journals lock dates' to update those dates for the selected
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journals at the same time.
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Usage
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=====
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If the logged-in user has the access group 'Adviser', he/she will
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not be able to create a journal entry if the 'Lock Date' of the
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journal is greater than or equal to the journal entry.
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If the logged-in user has not the access group 'Adviser', he/she will
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not be able to create a journal entry if the 'Lock Date for Non-Advisers'
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of the journal is greater than or equal to the journal entry.
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Known issues / Roadmap
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======================
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* the module does not check that all moves prior the lock date are posted, this could be
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made as part of the wizard
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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 smashing it by providing a detailed and welcomed
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`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**>`_.
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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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* ACSONE SA/NV
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* Tecnativa
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Contributors
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~~~~~~~~~~~~
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* `Akretion <https://www.akretion.com>`_:
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* Benoît GUILLOT <benoit.guillot@akretion.com>
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* Chafique DELLI <chafique.delli@akretion.com>
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* Alexis de Lattre <alexis.delattre@akretion.com>
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* Mourad EL HADJ MIMOUNE <mourad.elhadj.mimoune@akretion.com>
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* `Tecnativa <https://www.tecnativa.com>`_:
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* Pedro M. Baeza
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* Ernesto Tejeda
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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/14.0/account_journal_lock_date>`_ 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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