Author: |
Moduon, Odoo Community Association (OCA) |
License: |
LGPL-3 |
Branch: |
14-account_menu-mv_templates |
Repository: |
akretion/account-financial-tools |
Dependencies: |
account |
Languages: |
HTML (389, 37.8%),
PO File (161, 15.6%),
Python (231, 22.4%),
XML (142, 13.8%),
and
reStructuredText (107, 10.4%) |
Other branches: |
14-account-menu-minor_improvement,
14-account_fiscal_position_vat_check-remove_field,
14-asset-code-cleanup,
14-check_deposit_state_posted,
14-fix-account_cash_deposit-empty,
14-fp_vat_check,
14.0-chg-account-move-prefix-seq-use-move-date-simplify,
16-fix-account_cash_deposit-empty,
16-fix-view-account_fiscal_position_vat_check,
16-mig-account_netting,
and
16-mig-account_partner_required |
Other repositories: |
BDO-ES/account-financial-tools,
Change2improve/account-financial-tools,
Darknroses/account-financial-tools,
Digital5-Odoo/account-financial-tools,
ForgeFlow/account-financial-tools,
Gabinete-Digital/account-financial-tools,
Ingeos/account-financial-tools,
Jarsa/account-financial-tools,
LevelPrime/account-financial-tools,
OCA/account-financial-tools,
SeuMarco/account-financial-tools,
TRESCLOUD/account-financial-tools,
Tecnativa/account-financial-tools,
Vauxoo/account-financial-tools,
acsone/account-financial-tools,
agrista/odoo-account-financial-tools,
aurestic/account-financial-tools,
brain-tec/account-financial-tools,
camptocamp/account-financial-tools,
coopiteasy/account-financial-tools,
ecosoft-odoo/account-financial-tools,
elego/account-financial-tools,
factorlibre/account-financial-tools,
kmee/account-financial-tools,
legalsylvain/account-financial-tools,
luc-demeyer/account-financial-tools,
nuobit/account-financial-tools,
onesteinbv/account-financial-tools,
praxigento/OCA-account-financial-tools,
tegin/account-financial-tools,
unitek-solusi/OCA-account-financial-tools,
and
ursais/account-financial-tools |
<h1 class="title">General sequence in account journals</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/14.0/account_journal_general_sequence"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-tools-14-0/account-financial-tools-14-0-account_journal_general_sequence"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/92/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module extends the functionality of account to support sequenced entry
numbers and to allow you to renumber them if needed, on demand.</p>
<p>It adds a new field called <em>Entry number</em>. This is independent from the <em>Number</em>
that Odoo adds by default, and has different purpose.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="installation"></a>
<h2><a class="toc-backref" href="#id1">Installation</a></h2>
<p>After installing this module, no entry numbers will be generated because that
could have a very negative impact in installations that already had a lot of
account moves.</p>
<p>If you need to add numbers to preexisting account moves, please use the
renumbering wizard as explained in the <em>Usage</em> section.</p>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id2">Configuration</a></h2>
<p>To configure journal sequences:</p>
<ol class="arabic simple">
<li>Have full accounting permissions.</li>
<li>Go to <em>Invoicing > Configuration > Accounting > Journals</em>.</li>
<li>Select or create the journal you want to configure.</li>
<li>Use <em>Account entry number sequence</em> to configure a sequence.</li>
</ol>
<p>Note that:</p>
<ul class="simple">
<li>Various journals can share the same sequence.</li>
<li>All journals get a shared default sequence, per company.</li>
<li>Entry numbers must be unique per company. So, if you use different sequences
per journal, make sure they don't produce colliding results.</li>
</ul>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id3">Usage</a></h2>
<p>To see journal entry numbers:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing > Accounting > Miscellaneous > Journal Entries</em>.</li>
<li>Notice the new field <em>Entry Number</em>. Only posted moves get an entry number.</li>
</ol>
<p>Note that:</p>
<ul class="simple">
<li>You can use that new field in quick searches.</li>
<li>You can see it also in <em>Invoicing > Accounting > Miscellaneous > Journal Items</em>.</li>
</ul>
<p>To renumber journal entries:</p>
<ol class="arabic simple">
<li>Have full accounting permissions.</li>
<li>Have <em>Accounting / Invoicing / Billing Administrator</em> permissions.</li>
<li>Go to <em>Invoicing > Accounting > Actions > Renumber journal entries</em>.</li>
<li>Configure those parameters.</li>
<li>Click on <em>Renumber</em>.</li>
</ol>
<p>Note that:</p>
<ul class="simple">
<li>You will only be able to select sequences related to journals.</li>
<li>A sequence usually affects various journals, if not all.</li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/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/account-financial-tools/issues/new?body=module:%20account_journal_general_sequence%0Aversion:%2014.0%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="#id5">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id6">Authors</a></h3>
<ul class="simple">
<li>Moduon</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id7">Contributors</a></h3>
<ul class="simple">
<li>Jairo Llopis (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
<li>Rafael Blasco (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id8">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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/yajo"><img alt="yajo" src="https://github.com/yajo.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/14.0/account_journal_general_sequence">OCA/account-financial-tools</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>