odoo-addon-account-journal-general-sequence


Nameodoo-addon-account-journal-general-sequence JSON
Version 16.0.2.0.2.1 PyPI version JSON
download
home_pagehttps://github.com/OCA/account-financial-tools
SummaryAdd configurable sequence to account moves, per journal
upload_time2024-11-25 02:33:05
maintainerNone
docs_urlNone
authorModuon, Odoo Community Association (OCA)
requires_python>=3.10
licenseLGPL-3
keywords
VCS
bugtrack_url
requirements freezegun numpy-financial numpy python-dateutil
Travis-CI No Travis.
coveralls test coverage No coveralls.
            ====================================
General sequence in account journals
====================================

.. 
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
    :target: https://github.com/OCA/account-financial-tools/tree/16.0/account_journal_general_sequence
    :alt: OCA/account-financial-tools
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    :target: https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_journal_general_sequence
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module extends the functionality of account to support sequenced entry
numbers and to allow you to renumber them if needed, on demand.

It adds a new field called *Entry number*. This is independent from the *Number*
that Odoo adds by default, and has different purpose.

**Table of contents**

.. contents::
   :local:

Installation
============

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.

If you need to add numbers to preexisting account moves, please use the
renumbering wizard as explained in the *Usage* section.

Configuration
=============

To configure journal sequences:

#. Have full accounting permissions.
#. Go to *Invoicing > Configuration > Accounting > Journals*.
#. Select or create the journal you want to configure.
#. Use *Account entry number sequence* to configure a sequence.

Note that:

* Various journals can share the same sequence.
* All journals get a shared default sequence, per company.
* Entry numbers must be unique per company. So, if you use different sequences
  per journal, make sure they don't produce colliding results.

Usage
=====

To see journal entry numbers:

#. Go to *Invoicing > Accounting > Miscellaneous > Journal Entries*.
#. Notice the new field *Entry Number*. Only posted moves get an entry number.

Note that:

* You can use that new field in quick searches.
* You can see it also in *Invoicing > Accounting > Miscellaneous > Journal Items*.

To renumber journal entries:

#. Have full accounting permissions.
#. Have *Accounting / Invoicing / Billing Administrator* permissions.
#. Go to *Invoicing > Accounting > Actions > Renumber journal entries*.
#. Configure those parameters.
#. Click on *Renumber*.

Note that:

* You will only be able to select sequences related to journals.
* A sequence usually affects various journals, if not all.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_journal_general_sequence%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Moduon

Contributors
~~~~~~~~~~~~

* Jairo Llopis (`Moduon <https://www.moduon.team/>`__)
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px
    :target: https://github.com/yajo
    :alt: yajo

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-yajo| 

This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_journal_general_sequence>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

            

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This is independent from the *Number*\nthat Odoo adds by default, and has different purpose.\n\n**Table of contents**\n\n.. contents::\n   :local:\n\nInstallation\n============\n\nAfter installing this module, no entry numbers will be generated because that\ncould have a very negative impact in installations that already had a lot of\naccount moves.\n\nIf you need to add numbers to preexisting account moves, please use the\nrenumbering wizard as explained in the *Usage* section.\n\nConfiguration\n=============\n\nTo configure journal sequences:\n\n#. Have full accounting permissions.\n#. Go to *Invoicing > Configuration > Accounting > Journals*.\n#. Select or create the journal you want to configure.\n#. Use *Account entry number sequence* to configure a sequence.\n\nNote that:\n\n* Various journals can share the same sequence.\n* All journals get a shared default sequence, per company.\n* Entry numbers must be unique per company. So, if you use different sequences\n  per journal, make sure they don't produce colliding results.\n\nUsage\n=====\n\nTo see journal entry numbers:\n\n#. Go to *Invoicing > Accounting > Miscellaneous > Journal Entries*.\n#. Notice the new field *Entry Number*. Only posted moves get an entry number.\n\nNote that:\n\n* You can use that new field in quick searches.\n* You can see it also in *Invoicing > Accounting > Miscellaneous > Journal Items*.\n\nTo renumber journal entries:\n\n#. Have full accounting permissions.\n#. Have *Accounting / Invoicing / Billing Administrator* permissions.\n#. Go to *Invoicing > Accounting > Actions > Renumber journal entries*.\n#. Configure those parameters.\n#. Click on *Renumber*.\n\nNote that:\n\n* You will only be able to select sequences related to journals.\n* A sequence usually affects various journals, if not all.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_journal_general_sequence%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Moduon\n\nContributors\n~~~~~~~~~~~~\n\n* Jairo Llopis (`Moduon <https://www.moduon.team/>`__)\n* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n   :alt: Odoo Community Association\n   :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px\n    :target: https://github.com/yajo\n    :alt: yajo\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-yajo| \n\nThis module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_journal_general_sequence>`_ project on GitHub.\n\nYou are welcome to contribute. 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