112 lines
4.0 KiB
ReStructuredText
112 lines
4.0 KiB
ReStructuredText
==========================
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Vendor Batch Payment Merge
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==========================
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This Odoo addon enhances the batch payment functionality to allow direct creation of payment lines
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within the batch payment form, rather than selecting existing payments. It also adds an expense
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account field to payment lines that will be used in journal entries instead of the default
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payable/receivable account.
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Features
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========
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1. **Direct Payment Line Creation**: Create payment lines directly within the batch payment form without having to create individual payments first.
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2. **Expense Account Field**: Add an expense account to each payment line that will be used in the journal entry instead of the default payable/receivable account.
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3. **Automatic Payment Generation**: Generate actual payments from the direct payment lines with a single click.
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4. **Support for Both Inbound and Outbound Payments**: Works with both customer and vendor batch payments.
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5. **Smart Partner Filtering**: Automatically shows appropriate partners based on batch type:
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* For vendor payments (outbound): Shows partners with supplier_rank > 0
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* For customer payments (inbound): Shows partners with customer_rank > 0
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Installation
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============
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1. Copy the `vendor_batch_payment_merge` folder to your Odoo addons directory.
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2. Update the Apps list in Odoo.
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3. Install the "Vendor Batch Payment Merge" addon.
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Usage
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=====
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For Vendor Payments (Outbound):
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------------------------------
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1. Go to Accounting > Vendors > Batch Payments.
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2. Create a new batch payment or open an existing one.
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3. In the "Direct Payment Lines" tab, add your payment lines with vendor, amount, and expense account.
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4. Click "Generate Payments" to create the actual payments and add them to the batch.
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5. Validate the batch as usual.
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For Customer Payments (Inbound):
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--------------------------------
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1. Go to Accounting > Customers > Batch Payments.
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2. Create a new batch payment or open an existing one.
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3. In the "Direct Payment Lines" tab, add your payment lines with customer, amount, and income account.
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4. Click "Generate Payments" to create the actual payments and add them to the batch.
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5. Validate the batch as usual.
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How It Works
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============
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1. When you create a batch payment, you can now add direct payment lines in a new tab.
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2. Each payment line can specify an expense/income account that will be used in the journal entry.
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3. When you click "Generate Payments", the addon creates actual payment records and adds them to the batch.
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4. The journal entries for these payments will use the specified expense/income account instead of the default payable/receivable account.
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Documentation
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=============
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* `User Guide <doc/user_guide.md>`_: Detailed instructions for end users
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* `Technical Guide <doc/technical_guide.md>`_: Implementation details for developers
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Configuration
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=============
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No additional configuration is required. The addon works out of the box with the standard Odoo accounting setup.
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Dependencies
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============
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* account
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* account_batch_payment
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Demo Data
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=========
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The addon includes demo data that can be loaded to showcase its functionality:
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* Demo vendors and customers
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* Demo expense and income accounts
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Tests
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=====
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The addon includes comprehensive tests to ensure proper functionality:
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* Test payment generation for both inbound and outbound payments
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* Test journal entry creation with expense accounts
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* Test payment method availability
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Recent Fixes
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============
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* Fixed partner field constraint issues
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* Removed incorrect partner property references
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* Improved error handling for missing partners
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* Restored smart partner filtering based on batch type
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* Fixed payment method line search to properly find direct batch payment methods
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* Added automatic creation of payment method lines when they don't exist
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* Fixed domain context for proper partner filtering in payment lines
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License
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=======
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LGPL-3
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Author
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======
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[Your Name/Company]
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Support
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=======
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For issues or questions about this addon, please contact your Odoo administrator or the addon developer.
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