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</head> |
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<body> |
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<div class="document" id="pos-cash-in-out-reason"> |
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<h1 class="title">POS cash in-out reason</h1> |
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|
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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/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> |
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<p>This module allow to define some reasons for the functionality of |
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“Put Money In” and “Take Money Out” available in point of sale session.</p> |
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<p>So, with this module it’s possible to impact directly an expense or income |
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account which is defined on the related reasons and create according |
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accounting entries.</p> |
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<p><strong>Typical Use Case (not exhaustive)</strong></p> |
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<ul class="simple"> |
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<li>You want to track <strong>Bank deposit</strong> moves, using an intermediate |
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bank account named ‘Cash Awaiting Bank Deposit’. |
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(In France, for instance, “581 - Espèce en attente d’encaissement”)</li> |
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<li>You want to allow payments from Cash Journal to pay recurring |
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little expenses. (Gasoline, parking meter, etc.)</li> |
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</ul> |
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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="#configuration" id="id4">Configuration</a></li> |
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<li><a class="reference internal" href="#usage" id="id5">Usage</a></li> |
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<li><a class="reference internal" href="#known-issues-roadmap" id="id6">Known issues / Roadmap</a></li> |
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<li><a class="reference internal" href="#changelog" id="id7">Changelog</a><ul> |
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<li><a class="reference internal" href="#id1" id="id8">12.0.3.0.0 (2019-08-13)</a></li> |
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<li><a class="reference internal" href="#id2" id="id9">8.0.2.0.0 (2018-06-25)</a></li> |
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<li><a class="reference internal" href="#id3" id="id10">8.0.1.0.0 (2017-06-08)</a></li> |
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</ul> |
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</li> |
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<li><a class="reference internal" href="#bug-tracker" id="id11">Bug Tracker</a></li> |
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<li><a class="reference internal" href="#credits" id="id12">Credits</a><ul> |
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<li><a class="reference internal" href="#authors" id="id13">Authors</a></li> |
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<li><a class="reference internal" href="#contributors" id="id14">Contributors</a></li> |
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<li><a class="reference internal" href="#maintainers" id="id15">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="configuration"> |
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<h1><a class="toc-backref" href="#id4">Configuration</a></h1> |
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<ul class="simple"> |
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<li>Go to ‘Point of Sale’ / ‘Configuration’ / ‘Move Reason’</li> |
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</ul> |
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<div class="figure"> |
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<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" /> |
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</div> |
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<ul class="simple"> |
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<li>Create or update your PoS move Reasons.</li> |
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<li>for each reason, you can mention the concerned journal(s), (Generally the |
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Cash Journal), and if it is a reason to ‘put in’ and / or to ‘take out’ |
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Money.</li> |
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</ul> |
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<div class="figure"> |
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<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" /> |
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</div> |
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<p><strong>Note</strong></p> |
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<p>You should have checked first ‘Used in Point of Sale’ for the Journals you want |
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to enable the feature.</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="#id5">Usage</a></h1> |
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<ul class="simple"> |
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<li>Go to your current session</li> |
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<li>Click on the button “Put Money In” or “Take Money Out”</li> |
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</ul> |
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<div class="figure"> |
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<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" /> |
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</div> |
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<ul class="simple"> |
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<li>Select the reason, the journal, the amount, and optionaly an extra |
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description</li> |
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</ul> |
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<div class="figure"> |
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<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" /> |
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</div> |
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<ul class="simple"> |
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<li>When closing the session, an account move will be created, with two lines, |
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one with the default journal account, and one with the expense / income |
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reason account.</li> |
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</ul> |
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<div class="figure"> |
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<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" /> |
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</div> |
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</div> |
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<div class="section" id="known-issues-roadmap"> |
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<h1><a class="toc-backref" href="#id6">Known issues / Roadmap</a></h1> |
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<p>As it is not possible to disable actions on Odoo, a new technical group is |
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added by this module, named ‘Use Old PoS ‘Put or Take Money’ Actions’, to |
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hide native obsolete actions available on the model <tt class="docutils literal">pos.session</tt> |
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(the two buttons “Take Money Out” and “Put Money In”)</p> |
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</div> |
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<div class="section" id="changelog"> |
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<h1><a class="toc-backref" href="#id7">Changelog</a></h1> |
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<div class="section" id="id1"> |
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<h2><a class="toc-backref" href="#id8">12.0.3.0.0 (2019-08-13)</a></h2> |
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<ul class="simple"> |
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<li>[MIG] Port module to version 12.0.</li> |
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<li>[REF] Don’t use <tt class="docutils literal">product.product</tt> model for Reasons, because Odoo remove |
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the fields <tt class="docutils literal">expense_pdt</tt> <tt class="docutils literal">and income_pdt</tt> from the model. |
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Use instead a new model <tt class="docutils literal">pos.move.reason</tt> for this purpose.</li> |
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<li>[REF] Doesn’t inherit from <tt class="docutils literal">cash.box.in</tt> and <tt class="docutils literal">cash.box.out</tt> model, |
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as there are bad designed and doesn’t allow clean inheritance. |
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Instead, use new transient model <tt class="docutils literal">wizard.pos.move.reason</tt>.</li> |
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</ul> |
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</div> |
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<div class="section" id="id2"> |
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<h2><a class="toc-backref" href="#id9">8.0.2.0.0 (2018-06-25)</a></h2> |
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<ul class="simple"> |
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<li>[REF] Minor code refactoring.</li> |
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</ul> |
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</div> |
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<div class="section" id="id3"> |
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<h2><a class="toc-backref" href="#id10">8.0.1.0.0 (2017-06-08)</a></h2> |
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<ul class="simple"> |
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<li>First Version of the module.</li> |
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</ul> |
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</div> |
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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="#id11">Bug Tracker</a></h1> |
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/pos/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/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> |
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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="#id12">Credits</a></h1> |
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<div class="section" id="authors"> |
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<h2><a class="toc-backref" href="#id13">Authors</a></h2> |
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<ul class="simple"> |
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<li>ACSONE SA/NV</li> |
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<li>GRAP</li> |
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</ul> |
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</div> |
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<div class="section" id="contributors"> |
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<h2><a class="toc-backref" href="#id14">Contributors</a></h2> |
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<ul class="simple"> |
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<li>Sylvain LE GAL <<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>></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="#id15">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/pos/tree/12.0/pos_cash_move_reason">OCA/pos</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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</body> |
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</html> |
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