account-reconcile/account_reconcile_restrict_...
Denis Roussel 25e64edab4 [IMP] account_reconcile_restrict_partner_mismatch: Avoid restriction on some journals / Enable on company level
In some cases, accounting users should be allowed to mix partners. This will be configured
on account journal level.

In order to not break standard behaviors, the restriction feature should be
enabled by a configuration parameter on company level. A new configuration
parameter has been added.
2024-11-06 11:07:11 +01:00
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i18n [16.0][MIG] account_reconcile_restrict_partner_mismatch 2023-09-29 15:23:09 +02:00
models [IMP] account_reconcile_restrict_partner_mismatch: Avoid restriction on some journals / Enable on company level 2024-11-06 11:07:11 +01:00
readme [IMP] account_reconcile_restrict_partner_mismatch: Avoid restriction on some journals / Enable on company level 2024-11-06 11:07:11 +01:00
report [16.0][MIG] account_reconcile_restrict_partner_mismatch 2023-09-29 15:23:09 +02:00
security [12.0][ADD] create addon: account_reconcile_restrict_partner_mismatch 2023-09-29 15:07:46 +02:00
static/description [IMP] account_reconcile_restrict_partner_mismatch: Avoid restriction on some journals / Enable on company level 2024-11-06 11:07:11 +01:00
tests [16.0][MIG] account_reconcile_restrict_partner_mismatch 2023-09-29 15:23:09 +02:00
views [IMP] account_reconcile_restrict_partner_mismatch: Avoid restriction on some journals / Enable on company level 2024-11-06 11:07:11 +01:00
README.rst [IMP] account_reconcile_restrict_partner_mismatch: Avoid restriction on some journals / Enable on company level 2024-11-06 11:07:11 +01:00
__init__.py [IMP] account_partner_reconcile: black, isort, prettier 2023-09-29 15:07:46 +02:00
__manifest__.py [IMP] account_reconcile_restrict_partner_mismatch: Avoid restriction on some journals / Enable on company level 2024-11-06 11:07:11 +01:00

README.rst

===================================
Reconcile restrict partner mismatch
===================================

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This module restricts reconciliation between journal items when:

 - both items have different partners
 - one item is with partner and the other without it

This rule applies only for journal items using receivable and payable account type.

As at the moment of installation some journal items could have been reconciled
using different partners, you can detect them in menu Accounting > Adviser >
Reconciled items with partner mismatch.

This restriction can be enabled per company but can also be deactivated per journal.

**Table of contents**

.. contents::
   :local:

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

- Go to Accounting > Configuration > Settings > Partners Mismatch Restriction on Reconcile
- Check the box to activate the parameter.
- To deactivate the behavior on journal level, go to Accounting > Configuration > Accounting > Journals
- In Advanced Settings > Partner Mismatch On Reconcile
- Check the box if you want to deactivate the restriction for that journal entries.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-reconcile/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-reconcile/issues/new?body=module:%20account_reconcile_restrict_partner_mismatch%0Aversion:%2016.0%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
~~~~~~~

* Camptocamp

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

* `Tecnativa <https://www.tecnativa.com>`_:
  * Ernesto Tejeda
* `Trobz <https://trobz.com>`_:
  * Nguyen Ho <nguyenhk@trobz.com>
* `ACSONE SA <https://acsone.eu>`_:
  * Souheil Bejaoui <souheil.bejaoui@acsone.eu>

Other credits
~~~~~~~~~~~~~

The migration of this module from 13.0 to 14.0 was financially supported by Camptocamp

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/account-reconcile <https://github.com/OCA/account-reconcile/tree/16.0/account_reconcile_restrict_partner_mismatch>`_ project on GitHub.

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