Initial commit: Odoo 18.0-20251222 extra-addons
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account_move_template/readme/CONTRIBUTORS.md
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account_move_template/readme/CONTRIBUTORS.md
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## Module Authors
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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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- 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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account_move_template/readme/DESCRIPTION.md
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account_move_template/readme/DESCRIPTION.md
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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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>
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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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account_move_template/readme/USAGE.md
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account_move_template/readme/USAGE.md
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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
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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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