Myceliandre/pos - pos_cash_move_reason/README.rst at 3b72d59571d682c984fbff356b6568a929978b5c - pos

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======================
POS cash in-out reason
======================

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This module allow to define some reasons for the functionality of
"Put Money In" and "Take Money Out" available in point of sale session.

So, with this module it's possible to impact directly an expense or income
account which is defined on the related reasons and create according
accounting entries.

**Typical Use Case (not exhaustive)**

* You want to track **Bank deposit** moves, using an intermediate
  bank account named 'Cash Awaiting Bank Deposit'.
  (In France, for instance, "581 - Espèce en attente d'encaissement")

* You want to allow payments from Cash Journal to pay recurring
  little expenses. (Gasoline, parking meter, etc.)

**Table of contents**

.. contents::
   :local:

Configuration
=============

* Go to 'Point of Sale' / 'Configuration' / 'Move Reason'

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png
   :alt: PoS Move Reasons List

* Create or update your PoS move Reasons.
* for each reason, you can mention the concerned journal(s), (Generally the
  Cash Journal), and if it is a reason to 'put in' and / or to 'take out'
  Money.

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/pos_cash_move_form.png
   :alt: PoS Move Reason

**Note**

You should have checked first 'Used in Point of Sale' for the Journals you want
to enable the feature.

Usage
=====

* Go to your current session

* Click on the button "Put Money In" or "Take Money Out"

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/pos_session_form.png

* Select the reason, the journal, the amount, and optionaly an extra
  description

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png

* When closing the session, an account move will be created, with two lines,
  one with the default journal account, and one with the expense / income
  reason account.

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_cash_move_reason/static/description/account_move_form.png

Known issues / Roadmap
======================

As it is not possible to disable actions on Odoo, a new technical group is
added by this module, named 'Use Old PoS 'Put or Take Money' Actions', to
hide native obsolete actions available on the model ``pos.session``
(the two buttons "Take Money Out" and "Put Money In") 

Changelog
=========

12.0.3.0.0 (2019-08-13)
~~~~~~~~~~~~~~~~~~~~~~~

* [MIG] Port module to version 12.0.
* [REF] Don't use ``product.product`` model for Reasons, because Odoo remove
  the fields ``expense_pdt`` ``and income_pdt`` from the model.
  Use instead a new model ``pos.move.reason`` for this purpose.
* [REF] Doesn't inherit from ``cash.box.in`` and ``cash.box.out`` model,
  as there are bad designed and doesn't allow clean inheritance.
  Instead, use new transient model ``wizard.pos.move.reason``.

8.0.2.0.0 (2018-06-25)
~~~~~~~~~~~~~~~~~~~~~~

* [REF] Minor code refactoring.

8.0.1.0.0 (2017-06-08)
~~~~~~~~~~~~~~~~~~~~~~

* First Version of the module.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/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 <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**>`_.

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

Credits
=======

Authors
~~~~~~~

* ACSONE SA/NV
* GRAP

Contributors
~~~~~~~~~~~~

* Sylvain LE GAL <https://twitter.com/legalsylvain>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/12.0/pos_cash_move_reason>`_ project on GitHub.

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