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pos_cash_move_reason
<h1 class="title">POS cash in-out reason</h1>
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<p>This module allow to define some reasons for the functionality of
"Put Money In" and "Take Money Out" available in point of sale session.</p>
<p>So, with this module it's possible to impact directly an expense or income
account which is defined on the related reasons and create according
accounting entries.</p>
<p><strong>Typical Use Case (not exhaustive)</strong></p>
<ul class="simple">
<li>You want to track <strong>Bank deposit</strong> moves, using an intermediate
bank account named 'Cash Awaiting Bank Deposit'.
(In France, for instance, "581 - Espèce en attente d'encaissement")</li>
<li>You want to allow payments from Cash Journal to pay recurring
little expenses. (Gasoline, parking meter, etc.)</li>
</ul>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id4">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id5">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id6">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#changelog" id="id7">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id8">12.0.3.0.0 (2019-08-13)</a></li>
<li><a class="reference internal" href="#id2" id="id9">8.0.2.0.0 (2018-06-25)</a></li>
<li><a class="reference internal" href="#id3" id="id10">8.0.1.0.0 (2017-06-08)</a></li>
</ul>
</li>
<li><a class="reference internal" href="#bug-tracker" id="id11">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id12">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id13">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id14">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id15">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id4">Configuration</a></h2>
<ul class="simple">
<li>Go to 'Point of Sale' / 'Configuration' / 'Move Reason'</li>
</ul>
<div class="figure">
<img alt="PoS Move Reasons List" src="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png" />
</div>
<ul class="simple">
<li>Create or update your PoS move Reasons.</li>
<li>for each reason, you can mention the concerned journal(s), (Generally the
Cash Journal), and if it is a reason to 'put in' and / or to 'take out'
Money.</li>
</ul>
<div class="figure">
<img alt="PoS Move Reason" src="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/pos_cash_move_form.png" />
</div>
<p><strong>Note</strong></p>
<p>You should have checked first 'Used in Point of Sale' for the Journals you want
to enable the feature.</p>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id5">Usage</a></h2>
<ul class="simple">
<li>Go to your current session</li>
<li>Click on the button "Put Money In" or "Take Money Out"</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/pos_session_form.png" src="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/pos_session_form.png" />
</div>
<ul class="simple">
<li>Select the reason, the journal, the amount, and optionaly an extra
description</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png" src="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png" />
</div>
<ul class="simple">
<li>When closing the session, an account move will be created, with two lines,
one with the default journal account, and one with the expense / income
reason account.</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/account_move_form.png" src="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/account_move_form.png" />
</div>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id6">Known issues / Roadmap</a></h2>
<p>As it is not possible to disable actions on Odoo, a new technical group is
added by this module, named 'Use Old PoS 'Put or Take Money' Actions', to
hide native obsolete actions available on the model <code>pos.session</code>
(the two buttons "Take Money Out" and "Put Money In")</p>
<a name="changelog"></a>
<h2><a class="toc-backref" href="#id7">Changelog</a></h2>
<a name="id1"></a>
<h3><a class="toc-backref" href="#id8">12.0.3.0.0 (2019-08-13)</a></h3>
<ul class="simple">
<li>[MIG] Port module to version 12.0.</li>
<li>[REF] Don't use <code>product.product</code> model for Reasons, because Odoo remove
the fields <code>expense_pdt</code> <code>and income_pdt</code> from the model.
Use instead a new model <code>pos.move.reason</code> for this purpose.</li>
<li>[REF] Doesn't inherit from <code>cash.box.in</code> and <code>cash.box.out</code> model,
as there are bad designed and doesn't allow clean inheritance.
Instead, use new transient model <code>wizard.pos.move.reason</code>.</li>
</ul>
<a name="id2"></a>
<h3><a class="toc-backref" href="#id9">8.0.2.0.0 (2018-06-25)</a></h3>
<ul class="simple">
<li>[REF] Minor code refactoring.</li>
</ul>
<a name="id3"></a>
<h3><a class="toc-backref" href="#id10">8.0.1.0.0 (2017-06-08)</a></h3>
<ul class="simple">
<li>First Version of the module.</li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id11">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/pos/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/pos/issues/new?body=module:%20pos_cash_move_reason%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id12">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id13">Authors</a></h3>
<ul class="simple">
<li>ACSONE SA/NV</li>
<li>GRAP</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id14">Contributors</a></h3>
<ul class="simple">
<li>Sylvain LE GAL <<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>></li>
<li>Dhara Solanki <<a class="reference external" href="mailto:dhara.solanki@initos.com">dhara.solanki@initos.com</a>></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id15">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/pos/tree/15.0/pos_cash_move_reason">OCA/pos</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>