odoo14-addon-account-move-post-block


Nameodoo14-addon-account-move-post-block JSON
Version 14.0.1.0.1 PyPI version JSON
download
home_pagehttps://github.com/OCA/account-invoicing
SummaryAccount Move Post Block
upload_time2022-09-30 19:28:52
maintainer
docs_urlNone
authorForgeFlow, Odoo Community Association (OCA)
requires_python>=3.6
licenseAGPL-3
keywords
VCS
bugtrack_url
requirements openupgradelib
Travis-CI No Travis.
coveralls test coverage No coveralls.
            =======================
Account Move Post Block
=======================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github
    :target: https://github.com/OCA/account-invoicing/tree/14.0/account_move_post_block
    :alt: OCA/account-invoicing
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/account-invoicing-14-0/account-invoicing-14-0-account_move_post_block
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
    :target: https://runbot.odoo-community.org/runbot/95/14.0
    :alt: Try me on Runbot

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

This module allows you to block the post of a journal entry when a Post
Block Reason has been provided. The moves will be waiting for post by a Manager.

**Table of contents**

.. contents::
   :local:

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

* Go to ‘Invoicing / Configuration / Invoicing / Purchase Approval Block Reasons’ and
  create the blocking reasons as needed, providing a name and a description. A field
  ‘Active’ allows you to deactivate the reason if you do not plan to use it any more.
* Assign the security group 'Release Journal Entry with post block' to users
  that should be able to release the block. Users in group 'Invoicing / Billing Administrator' are
  by default assigned to this group.

Usage
=====

Set the Journal Entry Post Block
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

#. Go to ‘Invoicing’ and go to create an Invoice or a Bill.
#. Indicate the post block reason (found in the 'Other Info' tab).

Search existing Journal Entries
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

There is a filter ‘Blocked’ to search for moves that are blocked for post.
It is also possible to search journal entries with a specific block reason.

Confirm the Journal Entry
~~~~~~~~~~~~~~~~~~~~~~~~~

#. Press the button ‘Post’. If there's a post block, you will need to request
   a Billing Manager release the post block in order to approve it.

Release the entry post block
~~~~~~~~~~~~~~~~~~~~~~~~~~~~

While the Journal Entry is in draft, members of security group
‘Release Journal Entry with post block’ can see a button ‘Release Post Block’
and click on it. From this point and on, anyone seeing that Journal Entry will
be able to validate it.

Notifications to followers
~~~~~~~~~~~~~~~~~~~~~~~~~~

Followers of the Journal entry receive notifications when a post block has been
set or released.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_.
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
`feedback <https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_move_post_block%0Aversion:%2014.0%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
~~~~~~~

* ForgeFlow

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

* Miquel Raïch <miquel.raich@forgeflow.com>

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.

This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/14.0/account_move_post_block>`_ project on GitHub.

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



            

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    "description": "=======================\nAccount Move Post Block\n=======================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n   !! This file is generated by oca-gen-addon-readme !!\n   !! changes will be overwritten.                   !!\n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n    :target: https://odoo-community.org/page/development-status\n    :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n    :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github\n    :target: https://github.com/OCA/account-invoicing/tree/14.0/account_move_post_block\n    :alt: OCA/account-invoicing\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n    :target: https://translation.odoo-community.org/projects/account-invoicing-14-0/account-invoicing-14-0-account_move_post_block\n    :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n    :target: https://runbot.odoo-community.org/runbot/95/14.0\n    :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module allows you to block the post of a journal entry when a Post\nBlock Reason has been provided. The moves will be waiting for post by a Manager.\n\n**Table of contents**\n\n.. contents::\n   :local:\n\nConfiguration\n=============\n\n* Go to \u2018Invoicing / Configuration / Invoicing / Purchase Approval Block Reasons\u2019 and\n  create the blocking reasons as needed, providing a name and a description. A field\n  \u2018Active\u2019 allows you to deactivate the reason if you do not plan to use it any more.\n* Assign the security group 'Release Journal Entry with post block' to users\n  that should be able to release the block. Users in group 'Invoicing / Billing Administrator' are\n  by default assigned to this group.\n\nUsage\n=====\n\nSet the Journal Entry Post Block\n~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\n\n#. Go to \u2018Invoicing\u2019 and go to create an Invoice or a Bill.\n#. Indicate the post block reason (found in the 'Other Info' tab).\n\nSearch existing Journal Entries\n~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\n\nThere is a filter \u2018Blocked\u2019 to search for moves that are blocked for post.\nIt is also possible to search journal entries with a specific block reason.\n\nConfirm the Journal Entry\n~~~~~~~~~~~~~~~~~~~~~~~~~\n\n#. Press the button \u2018Post\u2019. If there's a post block, you will need to request\n   a Billing Manager release the post block in order to approve it.\n\nRelease the entry post block\n~~~~~~~~~~~~~~~~~~~~~~~~~~~~\n\nWhile the Journal Entry is in draft, members of security group\n\u2018Release Journal Entry with post block\u2019 can see a button \u2018Release Post Block\u2019\nand click on it. From this point and on, anyone seeing that Journal Entry will\nbe able to validate it.\n\nNotifications to followers\n~~~~~~~~~~~~~~~~~~~~~~~~~~\n\nFollowers of the Journal entry receive notifications when a post block has been\nset or released.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_move_post_block%0Aversion:%2014.0%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* ForgeFlow\n\nContributors\n~~~~~~~~~~~~\n\n* Miquel Ra\u00efch <miquel.raich@forgeflow.com>\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\nThis module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/14.0/account_move_post_block>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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