Initial commit: Odoo 18.0-20251222 extra-addons
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account_move_template/README.rst
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account_move_template/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
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:target: https://odoo-community.org/get-involved?utm_source=readme
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:alt: Odoo Community Association
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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:a24521231b98336dc997ce2fb9f0e08189d39b9110bb68c0530681fd4ef68e4a
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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/license-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/18.0/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-18-0/account-financial-tools-18-0-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=18.0
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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
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entries. The amount of each template line can be computed (through
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python code) or kept as user input.
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If user input, when using the template, user has to fill the amount of
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every input lines.
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The journal entry form allows lo load, through a wizard, the template to
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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
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following features,
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1. Optional account for negative amount.
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When the Journal entry is created, and credit/debit is negative
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value, change debit/credit side and use the opt_account_id
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2. Allow overwrite move line values with overwrite dict.
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Normally, the journal items created by the template will require
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user input on wizard. This feature allow passing the overwrite
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values with a dictionary. This is particularly useful when the
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wizard is called by code.
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Sample of dictionary to overwrite move lines:
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::
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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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1. Make sure that you have flagged *Show Full Accounting Features* on
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your user, and that the user belongs to the *Billing Manager* group.
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2. Go to *Invoicing / Configuration / Accounting / Journal Entry
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Templates* and define there your templates. You can choose to
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complete a line using a defined formula, based on other lines, or by
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requiring user input.
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To use an existing template:
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1. Go to *Invoicing / Accounting / Actions / Create Entry from Template*
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2. Select one of the available templates.
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3. Complete the entries according to the template and click on the
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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:%2018.0%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
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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/18.0/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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