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| 1 | +=============================================== |
| 2 | +Account Analytic Distribution Model Recalculate |
| 3 | +=============================================== |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:814b6566780ac734313e0b819b5e79fab90268cf7365ea4be8f81f182148f9c6 |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Beta |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 18 | + :alt: License: AGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--analytic-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/account-analytic/tree/16.0/account_analytic_distribution_model_recalculate |
| 21 | + :alt: OCA/account-analytic |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/account-analytic-16-0/account-analytic-16-0-account_analytic_distribution_model_recalculate |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/account-analytic&target_branch=16.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +This module allows you to regenerate the analytic distribution of the |
| 32 | +journal items, that were generated by the distribution model. |
| 33 | + |
| 34 | +It adds the posibility to add a Start Date and End Date for the |
| 35 | +distribution models too. |
| 36 | + |
| 37 | +**Table of contents** |
| 38 | + |
| 39 | +.. contents:: |
| 40 | + :local: |
| 41 | + |
| 42 | +Usage |
| 43 | +===== |
| 44 | + |
| 45 | +1. **Navigate to Analytic Distribution Models** |
| 46 | + |
| 47 | +- Go to Invoicing -> Configuration -> Analytic Distribution Models. |
| 48 | + |
| 49 | +2. **Create or Edit a Distribution Model** |
| 50 | + |
| 51 | +- Create a new distribution model or edit an existing one. |
| 52 | +- Set the **Start Date** and **End Date** to define the active period |
| 53 | + for the distribution. Only distributions within this date range will |
| 54 | + be applied. |
| 55 | +- Define filters such as **Partner** and **Account Prefix** to control |
| 56 | + when the model should apply. |
| 57 | + |
| 58 | +3. **Create an Invoice or Vendor Bill** |
| 59 | + |
| 60 | +- Select a customer and an account that match the conditions set in the |
| 61 | + distribution model. |
| 62 | +- If the invoice has a date, the system will use it to filter |
| 63 | + applicable distribution models; otherwise, it will use the current |
| 64 | + date. |
| 65 | + |
| 66 | +4. **Use the Recalculate Function** |
| 67 | + |
| 68 | +- Go to **Analytic Distribution Models**. |
| 69 | +- Enable the **Recalculate** option on the model you want to update. |
| 70 | +- Modify the analytic distribution as needed. |
| 71 | +- Click the **Recalculate** button. (Partner and account prefix needs |
| 72 | + to be set) |
| 73 | +- All journal items originally updated using this model, and still |
| 74 | + within its date range and matching its criteria, will be |
| 75 | + recalculated, using the current distribution of the model. |
| 76 | + |
| 77 | +**Sync Distribution Models with Journal Items** |
| 78 | +----------------------------------------------- |
| 79 | + |
| 80 | +You can use the **Sync** button to associate all journal items that |
| 81 | +match the distribution model's criteria. |
| 82 | + |
| 83 | +This is especially useful in the following cases: |
| 84 | + |
| 85 | +- Journal items were created **before** the distribution model existed. |
| 86 | +- The model has been **updated or changed**, and you want to reassign |
| 87 | + journal items accordingly. |
| 88 | +- You need to **sync lines** from other entries that now match the |
| 89 | + model's conditions. |
| 90 | + |
| 91 | +By syncing, the system will disassociate any previous links and reassign |
| 92 | +journal items based on the current configuration of the distribution |
| 93 | +model. |
| 94 | + |
| 95 | +Bug Tracker |
| 96 | +=========== |
| 97 | + |
| 98 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-analytic/issues>`_. |
| 99 | +In case of trouble, please check there if your issue has already been reported. |
| 100 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 101 | +`feedback <https://github.com/OCA/account-analytic/issues/new?body=module:%20account_analytic_distribution_model_recalculate%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 102 | + |
| 103 | +Do not contact contributors directly about support or help with technical issues. |
| 104 | + |
| 105 | +Credits |
| 106 | +======= |
| 107 | + |
| 108 | +Authors |
| 109 | +------- |
| 110 | + |
| 111 | +* APSL-Nagarro |
| 112 | +* Bernat Obrador |
| 113 | + |
| 114 | +Contributors |
| 115 | +------------ |
| 116 | + |
| 117 | +- APSL - Nagarro <https://apsl.tech> |
| 118 | + |
| 119 | + - Bernat Obrador |
| 120 | + |
| 121 | +Maintainers |
| 122 | +----------- |
| 123 | + |
| 124 | +This module is maintained by the OCA. |
| 125 | + |
| 126 | +.. image:: https://odoo-community.org/logo.png |
| 127 | + :alt: Odoo Community Association |
| 128 | + :target: https://odoo-community.org |
| 129 | + |
| 130 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 131 | +mission is to support the collaborative development of Odoo features and |
| 132 | +promote its widespread use. |
| 133 | + |
| 134 | +.. |maintainer-BernatObrador| image:: https://github.com/BernatObrador.png?size=40px |
| 135 | + :target: https://github.com/BernatObrador |
| 136 | + :alt: BernatObrador |
| 137 | + |
| 138 | +Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
| 139 | + |
| 140 | +|maintainer-BernatObrador| |
| 141 | + |
| 142 | +This module is part of the `OCA/account-analytic <https://github.com/OCA/account-analytic/tree/16.0/account_analytic_distribution_model_recalculate>`_ project on GitHub. |
| 143 | + |
| 144 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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