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account_move_template
<h1 class="title">Account Move Template</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/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/15.0/account_move_template"><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-15-0/account-financial-tools-15-0-account_move_template"><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/92/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>The user can configure journal entries templates, useful for recurring entries.
The amount of each template line can be computed (through python code)
or kept as user input.</p>
<p>If user input, when using the template, user has to fill
the amount of every input lines.</p>
<p>The journal entry form allows lo load, through a wizard,
the template to use and the amounts to fill.</p>
<p><strong>Notable features:</strong></p>
<p>This module enhance the capability of module account_move_template with following features,</p>
<ol class="arabic">
<li><p class="first">Optional account for negative amount.</p>
<blockquote>
<p>When the Journal entry is created, and credit/debit is negative value, change debit/credit
side and use the opt_account_id</p>
</blockquote>
</li>
<li><p class="first">Allow overwrite move line values with overwrite dict.</p>
<blockquote>
<p>Normally, the journal items created by the template will require user input on wizard.
This feature allow passing the overwrite values with a dictionary.
This is particularly useful when the wizard is called by code.</p>
<p>Sample of dictionary to overwrite move lines:</p>
<pre>
<code>{'L1': {'partner_id': 1, 'amount': 100, 'name': 'some label'},
'L2': {'partner_id': 2, 'amount': 200, 'name': 'some label 2'}, }</code>
</pre>
</blockquote>
</li>
</ol>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a><ul>
<li><a class="reference internal" href="#module-authors" id="id6">Module Authors</a></li>
<li><a class="reference internal" href="#module-contributors" id="id7">Module Contributors</a></li>
</ul>
</li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id1">Usage</a></h2>
<p>To create new templates:</p>
<ol class="arabic simple">
<li>Make sure that you have flagged <em>Show Full Accounting Features</em> on your
user, and that the user belongs to the <em>Billing Manager</em> group.</li>
<li>Go to <em>Invoicing / Configuration / Accounting / Journal Entry Templates</em> and
define there your templates. You can choose to complete a line using a
defined formula, based on other lines, or by requiring user input.</li>
</ol>
<p>To use an existing template:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing / Accounting / Actions / Create Entry from Template</em></li>
<li>Select one of the available templates.</li>
<li>Complete the entries according to the template and click on the button <em>Generate Journal Entry</em>.</li>
</ol>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id2">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_move_template%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="#id3">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id4">Authors</a></h3>
<ul class="simple">
<li>Agile Business Group</li>
<li>Aurium Technologies</li>
<li>Vauxoo</li>
<li>ForgeFlow</li>
<li>Akretion</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id5">Contributors</a></h3>
<a name="module-authors"></a>
<h4><a class="toc-backref" href="#id6">Module Authors</a></h4>
<ul class="simple">
<li>Davide Corio <<a class="reference external" href="mailto:davide.corio@agilebg.com">davide.corio@agilebg.com</a>></li>
<li>Lorenzo Battistini <<a class="reference external" href="mailto:lorenzo.battistini@agilebg.com">lorenzo.battistini@agilebg.com</a>></li>
<li>Paolo Chiara <<a class="reference external" href="mailto:p.chiara@isa.it">p.chiara@isa.it</a>></li>
<li>Franco Tampieri <<a class="reference external" href="mailto:franco.tampieri@agilebg.com">franco.tampieri@agilebg.com</a>></li>
<li>Alexis de Lattre <<a class="reference external" href="mailto:alexis.delattre@akretion.com">alexis.delattre@akretion.com</a>> (full re-write for v12)</li>
</ul>
<a name="module-contributors"></a>
<h4><a class="toc-backref" href="#id7">Module Contributors</a></h4>
<ul class="simple">
<li>Jalal ZAHID <<a class="reference external" href="mailto:j.zahid@auriumtechnologies.com">j.zahid@auriumtechnologies.com</a>> (port to v10)</li>
<li>Alex Comba <<a class="reference external" href="mailto:alex.comba@agilebg.com">alex.comba@agilebg.com</a>> (Port to V8)</li>
<li>Guewen Baconnier <<a class="reference external" href="mailto:guewen.baconnier@camptocamp.com">guewen.baconnier@camptocamp.com</a>></li>
<li>Raf Ven <<a class="reference external" href="mailto:raf.ven@dynapps.be">raf.ven@dynapps.be</a>> (port to v11)</li>
<li>Jordi Ballester <<a class="reference external" href="mailto:jordi.ballester@forgeflow.com">jordi.ballester@forgeflow.com</a>> (ForgeFlow)</li>
<li><a class="reference external" href="https://www.sygel.es">Sygel</a>:<ul>
<li>Harald Panten <<a class="reference external" href="mailto:harald.panten@sygel.es">harald.panten@sygel.es</a>></li>
<li>Valentin Vinagre <<a class="reference external" href="mailto:valentin.vinagre@sygel.es">valentin.vinagre@sygel.es</a>></li>
<li>Manuel Regidor <<a class="reference external" href="mailto:manuel.regidor@sygel.es">manuel.regidor@sygel.es</a>></li>
</ul>
</li>
<li><a class="reference external" href="http://ecosoft.co.th">Ecosoft</a>:<ul>
<li>Kitti U. <<a class="reference external" href="mailto:kittiu@ecosoft.co.th">kittiu@ecosoft.co.th</a>> (Add context overwrite)</li>
</ul>
</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>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/15.0/account_move_template">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>