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Add configurable sequence to account moves, per journal

Project description

Beta License: LGPL-3 OCA/account-financial-tools Translate me on Weblate Try me on Runbot

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

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:

  1. Have full accounting permissions.

  2. Go to Invoicing > Configuration > Accounting > Journals.

  3. Select or create the journal you want to configure.

  4. 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:

  1. Go to Invoicing > Accounting > Miscellaneous > Journal Entries.

  2. 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:

  1. Have full accounting permissions.

  2. Have Accounting / Invoicing / Billing Administrator permissions.

  3. Go to Invoicing > Accounting > Actions > Renumber journal entries.

  4. Configure those parameters.

  5. 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. 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.

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

Credits

Authors

  • Moduon

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

yajo

This module is part of the OCA/account-financial-tools project on GitHub.

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

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