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<div class="document" id="account-move-template">
<h1 class="title">Account Move Template</h1>
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<p><a class="reference external image-reference" 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 image-reference" 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 image-reference" href="https://github.com/OCA/account-financial-tools/tree/17.0/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 image-reference" href="https://translation.odoo-community.org/projects/account-financial-tools-17-0/account-financial-tools-17-0-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 image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-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 class="literal-block">
{'L1': {'partner_id': 1, 'amount': 100, 'name': 'some label'},
'L2': {'partner_id': 2, 'amount': 200, 'name': 'some label 2'}, }
</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="toc-entry-1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a><ul>
<li><a class="reference internal" href="#module-authors" id="toc-entry-6">Module Authors</a></li>
<li><a class="reference internal" href="#module-contributors" id="toc-entry-7">Module Contributors</a></li>
</ul>
</li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
<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>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
<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 to smash 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:%2017.0%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>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2>
<ul class="simple">
<li>Agile Business Group</li>
<li>Aurium Technologies</li>
<li>Vauxoo</li>
<li>ForgeFlow</li>
<li>Akretion</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
<div class="section" id="module-authors">
<h3><a class="toc-backref" href="#toc-entry-6">Module Authors</a></h3>
<ul class="simple">
<li>Davide Corio &lt;<a class="reference external" href="mailto:davide.corio&#64;agilebg.com">davide.corio&#64;agilebg.com</a>&gt;</li>
<li>Lorenzo Battistini &lt;<a class="reference external" href="mailto:lorenzo.battistini&#64;agilebg.com">lorenzo.battistini&#64;agilebg.com</a>&gt;</li>
<li>Paolo Chiara &lt;<a class="reference external" href="mailto:p.chiara&#64;isa.it">p.chiara&#64;isa.it</a>&gt;</li>
<li>Franco Tampieri &lt;<a class="reference external" href="mailto:franco.tampieri&#64;agilebg.com">franco.tampieri&#64;agilebg.com</a>&gt;</li>
<li>Alexis de Lattre &lt;<a class="reference external" href="mailto:alexis.delattre&#64;akretion.com">alexis.delattre&#64;akretion.com</a>&gt; (full re-write for
v12)</li>
</ul>
</div>
<div class="section" id="module-contributors">
<h3><a class="toc-backref" href="#toc-entry-7">Module Contributors</a></h3>
<ul class="simple">
<li>Jalal ZAHID &lt;<a class="reference external" href="mailto:j.zahid&#64;auriumtechnologies.com">j.zahid&#64;auriumtechnologies.com</a>&gt; (port to v10)</li>
<li>Alex Comba &lt;<a class="reference external" href="mailto:alex.comba&#64;agilebg.com">alex.comba&#64;agilebg.com</a>&gt; (Port to V8)</li>
<li>Guewen Baconnier &lt;<a class="reference external" href="mailto:guewen.baconnier&#64;camptocamp.com">guewen.baconnier&#64;camptocamp.com</a>&gt;</li>
<li>Raf Ven &lt;<a class="reference external" href="mailto:raf.ven&#64;dynapps.be">raf.ven&#64;dynapps.be</a>&gt; (port to v11)</li>
<li>Jordi Ballester &lt;<a class="reference external" href="mailto:jordi.ballester&#64;forgeflow.com">jordi.ballester&#64;forgeflow.com</a>&gt; (ForgeFlow)</li>
<li><a class="reference external" href="https://www.sygel.es">Sygel</a>:<ul>
<li>Harald Panten &lt;<a class="reference external" href="mailto:harald.panten&#64;sygel.es">harald.panten&#64;sygel.es</a>&gt;</li>
<li>Valentin Vinagre &lt;<a class="reference external" href="mailto:valentin.vinagre&#64;sygel.es">valentin.vinagre&#64;sygel.es</a>&gt;</li>
<li>Manuel Regidor &lt;<a class="reference external" href="mailto:manuel.regidor&#64;sygel.es">manuel.regidor&#64;sygel.es</a>&gt;</li>
</ul>
</li>
<li><a class="reference external" href="http://ecosoft.co.th">Ecosoft</a>:<ul>
<li>Kitti U. &lt;<a class="reference external" href="mailto:kittiu&#64;ecosoft.co.th">kittiu&#64;ecosoft.co.th</a>&gt; (Add context overwrite)</li>
</ul>
</li>
<li>Abraham Anes &lt;<a class="reference external" href="mailto:abrahamanes&#64;gmail.com">abrahamanes&#64;gmail.com</a>&gt;</li>
</ul>
</div>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
<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/17.0/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>
</div>
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</div>
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