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  1. ======================
  2. POS cash in-out reason
  3. ======================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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  10. :alt: Beta
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  13. :alt: License: AGPL-3
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  15. :target: https://github.com/OCA/pos/tree/12.0/pos_cash_move_reason
  16. :alt: OCA/pos
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  24. This module allow to define some reasons for the functionality of
  25. "Put Money In" and "Take Money Out" available in point of sale session.
  26. So, with this module it's possible to impact directly an expense or income
  27. account which is defined on the related reasons and create according
  28. accounting entries.
  29. **Typical Use Case (not exhaustive)**
  30. * You want to track **Bank deposit** moves, using an intermediate
  31. bank account named 'Cash Awaiting Bank Deposit'.
  32. (In France, for instance, "581 - Espèce en attente d'encaissement")
  33. * You want to allow payments from Cash Journal to pay recurring
  34. little expenses. (Gasoline, parking meter, etc.)
  35. **Table of contents**
  36. .. contents::
  37. :local:
  38. Configuration
  39. =============
  40. * Go to 'Point of Sale' / 'Configuration' / 'Move Reason'
  41. .. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png
  42. :alt: PoS Move Reasons List
  43. * Create or update your PoS move Reasons.
  44. * for each reason, you can mention the concerned journal(s), (Generally the
  45. Cash Journal), and if it is a reason to 'put in' and / or to 'take out'
  46. Money.
  47. .. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/pos_cash_move_form.png
  48. :alt: PoS Move Reason
  49. **Note**
  50. You should have checked first 'Used in Point of Sale' for the Journals you want
  51. to enable the feature.
  52. Usage
  53. =====
  54. * Go to your current session
  55. * Click on the button "Put Money In" or "Take Money Out"
  56. .. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/pos_session_form.png
  57. * Select the reason, the journal, the amount, and optionaly an extra
  58. description
  59. .. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png
  60. * When closing the session, an account move will be created, with two lines,
  61. one with the default journal account, and one with the expense / income
  62. reason account.
  63. .. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/account_move_form.png
  64. Known issues / Roadmap
  65. ======================
  66. As it is not possible to disable actions on Odoo, a new technical group is
  67. added by this module, named 'Use Old PoS 'Put or Take Money' Actions', to
  68. hide native obsolete actions available on the model ``pos.session``
  69. (the two buttons "Take Money Out" and "Put Money In")
  70. Changelog
  71. =========
  72. 12.0.3.0.0 (2019-08-13)
  73. ~~~~~~~~~~~~~~~~~~~~~~~
  74. * [MIG] Port module to version 12.0.
  75. * [REF] Don't use ``product.product`` model for Reasons, because Odoo remove
  76. the fields ``expense_pdt`` ``and income_pdt`` from the model.
  77. Use instead a new model ``pos.move.reason`` for this purpose.
  78. * [REF] Doesn't inherit from ``cash.box.in`` and ``cash.box.out`` model,
  79. as there are bad designed and doesn't allow clean inheritance.
  80. Instead, use new transient model ``wizard.pos.move.reason``.
  81. 8.0.2.0.0 (2018-06-25)
  82. ~~~~~~~~~~~~~~~~~~~~~~
  83. * [REF] Minor code refactoring.
  84. 8.0.1.0.0 (2017-06-08)
  85. ~~~~~~~~~~~~~~~~~~~~~~
  86. * First Version of the module.
  87. Bug Tracker
  88. ===========
  89. Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/issues>`_.
  90. In case of trouble, please check there if your issue has already been reported.
  91. If you spotted it first, help us smashing it by providing a detailed and welcomed
  92. `feedback <https://github.com/OCA/pos/issues/new?body=module:%20pos_cash_move_reason%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  93. Do not contact contributors directly about support or help with technical issues.
  94. Credits
  95. =======
  96. Authors
  97. ~~~~~~~
  98. * ACSONE SA/NV
  99. * GRAP
  100. Contributors
  101. ~~~~~~~~~~~~
  102. * Sylvain LE GAL <https://twitter.com/legalsylvain>
  103. Maintainers
  104. ~~~~~~~~~~~
  105. This module is maintained by the OCA.
  106. .. image:: https://odoo-community.org/logo.png
  107. :alt: Odoo Community Association
  108. :target: https://odoo-community.org
  109. OCA, or the Odoo Community Association, is a nonprofit organization whose
  110. mission is to support the collaborative development of Odoo features and
  111. promote its widespread use.
  112. This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/12.0/pos_cash_move_reason>`_ project on GitHub.
  113. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.