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  278. <div class="document" id="pos-cash-in-out-reason">
  279. <h1 class="title">POS cash in-out reason</h1>
  280. <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  281. !! This file is generated by oca-gen-addon-readme !!
  282. !! changes will be overwritten. !!
  283. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
  284. <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/pos/tree/12.0/pos_cash_move_reason"><img alt="OCA/pos" src="https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/pos-12-0/pos-12-0-pos_cash_move_reason"><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/184/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
  285. <p>This module allow to define some reasons for the functionality of
  286. “Put Money In” and “Take Money Out” available in point of sale session.</p>
  287. <p>So, with this module it’s possible to impact directly an expense or income
  288. account which is defined on the related reasons and create according
  289. accounting entries.</p>
  290. <p><strong>Typical Use Case (not exhaustive)</strong></p>
  291. <ul class="simple">
  292. <li>You want to track <strong>Bank deposit</strong> moves, using an intermediate
  293. bank account named ‘Cash Awaiting Bank Deposit’.
  294. (In France, for instance, “581 - Espèce en attente d’encaissement”)</li>
  295. <li>You want to allow payments from Cash Journal to pay recurring
  296. little expenses. (Gasoline, parking meter, etc.)</li>
  297. </ul>
  298. <p><strong>Table of contents</strong></p>
  299. <div class="contents local topic" id="contents">
  300. <ul class="simple">
  301. <li><a class="reference internal" href="#configuration" id="id4">Configuration</a></li>
  302. <li><a class="reference internal" href="#usage" id="id5">Usage</a></li>
  303. <li><a class="reference internal" href="#known-issues-roadmap" id="id6">Known issues / Roadmap</a></li>
  304. <li><a class="reference internal" href="#changelog" id="id7">Changelog</a><ul>
  305. <li><a class="reference internal" href="#id1" id="id8">12.0.3.0.0 (2019-08-13)</a></li>
  306. <li><a class="reference internal" href="#id2" id="id9">8.0.2.0.0 (2018-06-25)</a></li>
  307. <li><a class="reference internal" href="#id3" id="id10">8.0.1.0.0 (2017-06-08)</a></li>
  308. </ul>
  309. </li>
  310. <li><a class="reference internal" href="#bug-tracker" id="id11">Bug Tracker</a></li>
  311. <li><a class="reference internal" href="#credits" id="id12">Credits</a><ul>
  312. <li><a class="reference internal" href="#authors" id="id13">Authors</a></li>
  313. <li><a class="reference internal" href="#contributors" id="id14">Contributors</a></li>
  314. <li><a class="reference internal" href="#maintainers" id="id15">Maintainers</a></li>
  315. </ul>
  316. </li>
  317. </ul>
  318. </div>
  319. <div class="section" id="configuration">
  320. <h1><a class="toc-backref" href="#id4">Configuration</a></h1>
  321. <ul class="simple">
  322. <li>Go to ‘Point of Sale’ / ‘Configuration’ / ‘Move Reason’</li>
  323. </ul>
  324. <div class="figure">
  325. <img alt="PoS Move Reasons List" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png" />
  326. </div>
  327. <ul class="simple">
  328. <li>Create or update your PoS move Reasons.</li>
  329. <li>for each reason, you can mention the concerned journal(s), (Generally the
  330. Cash Journal), and if it is a reason to ‘put in’ and / or to ‘take out’
  331. Money.</li>
  332. </ul>
  333. <div class="figure">
  334. <img alt="PoS Move Reason" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/pos_cash_move_form.png" />
  335. </div>
  336. <p><strong>Note</strong></p>
  337. <p>You should have checked first ‘Used in Point of Sale’ for the Journals you want
  338. to enable the feature.</p>
  339. </div>
  340. <div class="section" id="usage">
  341. <h1><a class="toc-backref" href="#id5">Usage</a></h1>
  342. <ul class="simple">
  343. <li>Go to your current session</li>
  344. <li>Click on the button “Put Money In” or “Take Money Out”</li>
  345. </ul>
  346. <div class="figure">
  347. <img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/pos_session_form.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/pos_session_form.png" />
  348. </div>
  349. <ul class="simple">
  350. <li>Select the reason, the journal, the amount, and optionaly an extra
  351. description</li>
  352. </ul>
  353. <div class="figure">
  354. <img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png" />
  355. </div>
  356. <ul class="simple">
  357. <li>When closing the session, an account move will be created, with two lines,
  358. one with the default journal account, and one with the expense / income
  359. reason account.</li>
  360. </ul>
  361. <div class="figure">
  362. <img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/account_move_form.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/account_move_form.png" />
  363. </div>
  364. </div>
  365. <div class="section" id="known-issues-roadmap">
  366. <h1><a class="toc-backref" href="#id6">Known issues / Roadmap</a></h1>
  367. <p>As it is not possible to disable actions on Odoo, a new technical group is
  368. added by this module, named ‘Use Old PoS ‘Put or Take Money’ Actions’, to
  369. hide native obsolete actions available on the model <tt class="docutils literal">pos.session</tt>
  370. (the two buttons “Take Money Out” and “Put Money In”)</p>
  371. </div>
  372. <div class="section" id="changelog">
  373. <h1><a class="toc-backref" href="#id7">Changelog</a></h1>
  374. <div class="section" id="id1">
  375. <h2><a class="toc-backref" href="#id8">12.0.3.0.0 (2019-08-13)</a></h2>
  376. <ul class="simple">
  377. <li>[MIG] Port module to version 12.0.</li>
  378. <li>[REF] Don’t use <tt class="docutils literal">product.product</tt> model for Reasons, because Odoo remove
  379. the fields <tt class="docutils literal">expense_pdt</tt> <tt class="docutils literal">and income_pdt</tt> from the model.
  380. Use instead a new model <tt class="docutils literal">pos.move.reason</tt> for this purpose.</li>
  381. <li>[REF] Doesn’t inherit from <tt class="docutils literal">cash.box.in</tt> and <tt class="docutils literal">cash.box.out</tt> model,
  382. as there are bad designed and doesn’t allow clean inheritance.
  383. Instead, use new transient model <tt class="docutils literal">wizard.pos.move.reason</tt>.</li>
  384. </ul>
  385. </div>
  386. <div class="section" id="id2">
  387. <h2><a class="toc-backref" href="#id9">8.0.2.0.0 (2018-06-25)</a></h2>
  388. <ul class="simple">
  389. <li>[REF] Minor code refactoring.</li>
  390. </ul>
  391. </div>
  392. <div class="section" id="id3">
  393. <h2><a class="toc-backref" href="#id10">8.0.1.0.0 (2017-06-08)</a></h2>
  394. <ul class="simple">
  395. <li>First Version of the module.</li>
  396. </ul>
  397. </div>
  398. </div>
  399. <div class="section" id="bug-tracker">
  400. <h1><a class="toc-backref" href="#id11">Bug Tracker</a></h1>
  401. <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/pos/issues">GitHub Issues</a>.
  402. In case of trouble, please check there if your issue has already been reported.
  403. If you spotted it first, help us smashing it by providing a detailed and welcomed
  404. <a class="reference external" href="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**">feedback</a>.</p>
  405. <p>Do not contact contributors directly about support or help with technical issues.</p>
  406. </div>
  407. <div class="section" id="credits">
  408. <h1><a class="toc-backref" href="#id12">Credits</a></h1>
  409. <div class="section" id="authors">
  410. <h2><a class="toc-backref" href="#id13">Authors</a></h2>
  411. <ul class="simple">
  412. <li>ACSONE SA/NV</li>
  413. <li>GRAP</li>
  414. </ul>
  415. </div>
  416. <div class="section" id="contributors">
  417. <h2><a class="toc-backref" href="#id14">Contributors</a></h2>
  418. <ul class="simple">
  419. <li>Sylvain LE GAL &lt;<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>&gt;</li>
  420. </ul>
  421. </div>
  422. <div class="section" id="maintainers">
  423. <h2><a class="toc-backref" href="#id15">Maintainers</a></h2>
  424. <p>This module is maintained by the OCA.</p>
  425. <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
  426. <p>OCA, or the Odoo Community Association, is a nonprofit organization whose
  427. mission is to support the collaborative development of Odoo features and
  428. promote its widespread use.</p>
  429. <p>This module is part of the <a class="reference external" href="https://github.com/OCA/pos/tree/12.0/pos_cash_move_reason">OCA/pos</a> project on GitHub.</p>
  430. <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>
  431. </div>
  432. </div>
  433. </div>
  434. </body>
  435. </html>