account_move_post_block

Account Move Post Block

This module allows you to block the post of a journal entry when a Post Block Reason has been provided. The moves will be waiting for post by a Manager.

Table of contents

• Configuration
• Usage
  • Set the Journal Entry Post Block
  • Search existing Journal Entries
  • Confirm the Journal Entry
  • Release the entry post block
  • Notifications to followers
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Configuration

• Go to ‘Invoicing / Configuration / Invoicing / Purchase Approval Block Reasons’ and create the blocking reasons as needed, providing a name and a description. A field ‘Active’ allows you to deactivate the reason if you do not plan to use it any more.
• Assign the security group 'Release Journal Entry with post block' to users that should be able to release the block. Users in group 'Invoicing / Billing Administrator' are by default assigned to this group.

Usage

Set the Journal Entry Post Block

1. Go to ‘Invoicing’ and go to create an Invoice or a Bill.
2. Indicate the post block reason (found in the 'Other Info' tab).

Search existing Journal Entries

There is a filter ‘Blocked’ to search for moves that are blocked for post. It is also possible to search journal entries with a specific block reason.

Confirm the Journal Entry

1. Press the button ‘Post’. If there's a post block, you will need to request a Billing Manager release the post block in order to approve it.

Release the entry post block

While the Journal Entry is in draft, members of security group ‘Release Journal Entry with post block’ can see a button ‘Release Post Block’ and click on it. From this point and on, anyone seeing that Journal Entry will be able to validate it.

Notifications to followers

Followers of the Journal entry receive notifications when a post block has been set or released.

Bug Tracker

Bugs are tracked on GitHub 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.

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

Credits

Authors

• ForgeFlow

Contributors

• Miquel Raïch <[email protected]>

Maintainers

This module is maintained by the OCA.

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-invoicing project on GitHub.

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