Initial commit: Odoo 18.0-20251222 extra-addons

account_spread_cost_revenue/readme/USAGE.md

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+## Define Spread Costs/Revenues Board
+
+Under Invoicing -\> Accounting -\> Journals -\> Spread Costs/Revenues,
+create a new spread board.
+
+Complete the definition of the spreading criteria, by setting the the
+fields:
+
+- *Debit Account*
+- *Credit Account*
+- *Estimated Amount* (The total amount to spread)
+- *Number of Repetitions*
+- *Period Type* (Duration of each period)
+- *Start date*
+- *Journal*
+
+![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/spread.png)
+
+Click on the "Recalculate unposted lines" button on the top-left to
+calculate the spread lines.
+
+![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/create_spread.png)
+
+A cron job will automatically create the accounting moves for all the
+lines having date previous that the current day (today).
+
+![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/update_spread.png)
+
+By default, the status of the created accounting moves is posted. To
+disable the automatic posting of the accounting moves, set the flag
+*Auto-post lines* to False. This flag is only available when the
+*Auto-post spread lines* option, present on the form view of the
+company, is disabled.
+
+Click on button *Recalculate entire spread* button in the spread board
+to force the recalculation of the spread lines: this will also reset all
+the journal entries previously created.
+
+## Link Invoice to Spread Costs/Revenues Board
+
+Create an invoice or vendor bill in draft. On its lines, the spreading
+right-arrow icon are displayed in dark-grey color.
+
+![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_1.png)
+
+Click on the spreading right-arrow icon. A wizard prompts to enter a
+*Spread Action Type*:
+
+- *Link to existing spread board*
+- *Create from spread template*
+- *Create new spread board*
+
+Select *Link to existing spread board* and enter the previously
+generated Spread Board. Click on Confirm button: the selected Spread
+Board will be automatically displayed.
+
+Go back to the draft invoice/bill. The spreading functionality is now
+enabled on the invoice line: the spreading right-arrow icon is now
+displayed in green color.
+
+![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_2.png)
+
+Validate the invoice/bill. Click on the spreading (green) right-arrow
+icon to open the spread board, then click on the smart button *Posted
+entries* to see the moves of the spread lines together with the move of
+the invoice line.
+
+In case the Subtotal Price of the invoice line is different than the
+*Estimated Amount* of the spread board, the spread lines (not yet
+posted) will be recalculated when validating the invoice/bill.
+
+## Define Spread Costs/Revenues Template
+
+Under Invoicing -\> Configuration -\> Accounting -\> Spread Templates,
+create a new spread template.
+
+- *Spread Type*
+- *Spread Balance Sheet Account*
+- *Expense/Revenue Account* This option visible if invoice line account
+  is balance sheet account, user need to specify this too.
+- *Journal*
+- *Auto assign template on invoice validate*
+
+When creating a new Spread Costs/Revenues Board, select the right
+template. This way the above fields will be copied to the Spread Board.
+
+If *Auto assign template on invoice validate* is checked, this template
+will be used to auto create spread, if the underlining invoice match the
+preset product/account/analytic criteria.