149 lines
5.2 KiB
ReStructuredText
Executable File
149 lines
5.2 KiB
ReStructuredText
Executable File
.. 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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General sequence in account journals
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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:ebbf67cd950dbf83980c1c355f4298865c64e2ceded9112377e39e1f0c0d105f
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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-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-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_journal_general_sequence
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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_journal_general_sequence
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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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This module extends the functionality of account to support sequenced
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entry numbers and to allow you to renumber them if needed, on demand.
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It adds a new field called *Entry number*. This is independent from the
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*Number* that Odoo adds by default, and has different purpose.
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**Table of contents**
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.. contents::
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:local:
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Installation
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============
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After installing this module, no entry numbers will be generated because
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that could have a very negative impact in installations that already had
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a lot of account moves.
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If you need to add numbers to preexisting account moves, please use the
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renumbering wizard as explained in the *Usage* section.
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Configuration
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=============
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To configure journal sequences:
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1. Have full accounting permissions.
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2. Go to *Invoicing > Configuration > Accounting > Journals*.
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3. Select or create the journal you want to configure.
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4. Use *Account entry number sequence* to configure a sequence.
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Note that:
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- Various journals can share the same sequence.
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- All journals get a shared default sequence, per company.
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- Entry numbers must be unique per company. So, if you use different
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sequences per journal, make sure they don't produce colliding results.
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Usage
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=====
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To see journal entry numbers:
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1. Go to *Invoicing > Accounting > Miscellaneous > Journal Entries*.
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2. Notice the new field *Entry Number*. Only posted moves get an entry
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number.
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Note that:
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- You can use that new field in quick searches.
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- You can see it also in *Invoicing > Accounting > Miscellaneous >
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Journal Items*.
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To renumber journal entries:
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1. Have full accounting permissions.
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2. Have *Accounting / Invoicing / Billing Administrator* permissions.
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3. Go to *Invoicing > Accounting > Actions > Renumber journal entries*.
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4. Configure those parameters.
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5. Click on *Renumber*.
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Note that:
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- You will only be able to select sequences related to journals.
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- A sequence usually affects various journals, if not all.
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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_journal_general_sequence%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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* Moduon
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Contributors
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------------
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- Jairo Llopis (`Moduon <https://www.moduon.team/>`__)
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- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
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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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.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px
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:target: https://github.com/yajo
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:alt: yajo
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-yajo|
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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_journal_general_sequence>`_ 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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