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456 lines
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HTML
456 lines
14 KiB
HTML
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</head>
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<body>
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<div class="document" id="journal-item-drilldown">
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<h1 class="title">Journal Item Drilldown</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<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/12.0/account_move_line_drilldown"><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-12-0/account-financial-tools-12-0-account_move_line_drilldown"><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/92/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>This module allows the Billing Manager to navigate the amounts in the chart
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of accounts across the first two levels of the account group hierarchy plus
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the account level.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
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<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="installation">
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<h1><a class="toc-backref" href="#id1">Installation</a></h1>
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<p>To allow the user to browse through the first two levels of the chart of account
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codes, this module adds two dedicated columns to the journal item table to
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store top level, and the top - 1 level of the account group hierarchy that the
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journal item belongs to. The columns are populated automatically during the
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installation of the module. The installation will take about 2 minutes for every
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million move lines in your database.</p>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id2">Configuration</a></h1>
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<p>In order to enable the pseudohierachy that this module exposes in its move
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line pivot view, you need to configure the account group on all accounts in
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your chart of accounts.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id3">Usage</a></h1>
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<p>Go to Invoicing -> Reporting -> Management -> Journal Item Drilldown to browse
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journal items across the first two levels of the account group hierarchy plus
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the account level.</p>
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<p>By default, you will get a pivot view with the three levels expanded:</p>
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<blockquote>
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<div class="figure">
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<img alt="journal Item Drilldown pivot view" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_move_line_drilldown/static/description/drilldown_pivot.png" />
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</div>
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</blockquote>
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<p>The three levels are: the top level of the account.group hierarchy,
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the top - 1 level of the account.group hierarchy, and the account
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itself. You can easily collapse a level by deselecting them in the <cite>Group By</cite>
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dropdown in the search bar.</p>
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<p>You can also browse the journal items by switching to the tree view and click
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through the grouping levels in that view.</p>
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<blockquote>
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<div class="figure">
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<img alt="journal Item Drilldown tree view" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_move_line_drilldown/static/description/drilldown_tree.png" />
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</div>
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</blockquote>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>.
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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
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<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_line_drilldown%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#id5">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id6">Authors</a></h2>
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<ul class="simple">
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<li>Opener B.V.</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>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.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/12.0/account_move_line_drilldown">OCA/account-financial-tools</a> project on GitHub.</p>
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<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>
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</div>
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</div>
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</div>
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