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[IMP] account_default_draft_move: improve README
The new text should better reflect the recent evolutions of the module and the various workflows you can setup with it.
This commit is contained in:
Stéphane Bidoul
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account_default_draft_move/README.rst
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account_default_draft_move/README.rst
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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==============================
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Move in draft state by default
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==============================
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In Odoo there is a flag "Skip draft moves" on accounting journals that controls
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if newly created account moves stay in draft state or are posted immediately.
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This flag is honored throughout the system except for invoices and
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bank statements, for which moves are posted as soon as the documents are
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validated. Therefore, to correct errors on invoices and bank statement after
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their validation, one is obliged to install the account_cancel module, which in turn
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potentially enables the cancellation of all account moves. This is considered
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dangerous by some.
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To work around this issue, this module does the following:
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* It makes sure the flag "Skip draft moves" is always honored, including when
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validating invoices and bank statements [1]. This enables different workflows,
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such as 1/ the automatic posting of moves coming from some journals (such as
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invoices coming from e-commerce), or 2/ moves remaining in draft state, letting
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accountants validate them and correct the corresponding invoices before posting
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the moves.
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* It hides the Cancel button on account moves unless account_cancel is installed
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and cancellation is allowed on the corresponding journal.
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* Additionnaly, the Post button is hidden on account moves, therefore providing
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a framework where the user work with draft moves until everything is correct,
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and validates all account moves at once and the end. [2]
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[1] provided the parameter is set in Settings > Configuration, if this
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parameter is not set the moves generated from invoices and bank statement
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always remain in draft state ignoring the "Skip draft move flag" on
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account journal. This parameter is not set by default for backward
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compatibility with previous versions of account_default_draft_move.
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[2] this behaviour will be made configurable in the near future.
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Installation
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============
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To install this module, you need to:
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* Click on install button
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Configuration
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=============
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To configure this module, you need go to:
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* Settings > Configuration > Accounting, and configure the checkbox
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"Use journal setting to post journal entries on invoice and
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bank statement validation" (if not checked, invoice and bank
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statement move stay in draft state).
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* On the sale/purchase and bank journals, configure the
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"Skip draft move flag" to suit your needs.
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Usage
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=====
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For further information, please visit:
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* https://www.odoo.com/forum/help-1
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed feedback
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`here <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_default_draft_move%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Credits
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=======
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Contributors
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------------
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* Vincent Renaville <vincent.renaville@camptocamp.com>
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* Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
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* Joel Grand-Guillaume <joel.grandguillaume@camptocamp.com>
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* Guewen Baconnier <guewen.baconnier@camptocamp.com>
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* Yannick Vaucher <yannick.vaucher@camptocamp.com>
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* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
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* Matthieu Dietrich <matthieu.dietrich@camptocamp.com>
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* Nicolas Bessi <nicolas.bessi@camptocamp.com>
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* Adrien Peiffer <adrien.peiffer@acsone.eu>
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* Stéphane Bidoul <stephane.bidoul@acsone.eu>
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* Rudolf Schnapka <rs@techno-flex.de>
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* Laetitia Gangloff <laetitia.gangloff@acsone.eu>
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Maintainer
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----------
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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To contribute to this module, please visit http://odoo-community.org.
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@@ -23,31 +23,6 @@
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"depends": ["base", "account", "account_constraints"],
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"author": "Camptocamp,Odoo Community Association (OCA)",
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'license': 'AGPL-3',
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"description": """
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Let the generated move in draft on invoice and bank statement
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validation. The main reason is to ease the user work day-to-day. At
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first we used account_cancel, but this module allow to cancel posted
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move and that's not allowed.
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Two needs here:
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- We want to be able to cancel an invoice (as soon as move are not
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validated) without making a refund. Posted move can't be canceled.
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- We want to ensure all move generated from bank statement and invoice
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are generated in draft so we can still change them if needed.
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Use this module with account_constraints (find it here:
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https://launchpad.net/account-financial-tools or in
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http://apps.openerp.com) and you'll get closely the same feature as
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account_cancel, but with the insurance that user won't change posted
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move.
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The new framework will then be: always work with draft moves, allowing
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people to change what they want. At the end of the period, validate all
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moves. Till there, you ensure no-one can change something (or they'll
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need to make a refund).
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""",
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'website': 'http://www.camptocamp.com',
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'data': ['account_view.xml',
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'invoice_view.xml',
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