Metadata-Version: 2.1
Name: odoo14-addon-account_move_post_block
Version: 14.0.1.0.2.dev12
Summary: Account Move Post Block
Home-page: https://github.com/OCA/account-invoicing
Author: ForgeFlow, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 14.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.6
Requires-Dist: odoo14-addon-account-move-exception
Requires-Dist: odoo<14.1dev,>=14.0a

=======================
Account Move Post Block
=======================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github
    :target: https://github.com/OCA/account-invoicing/tree/14.0/account_move_post_block
    :alt: OCA/account-invoicing
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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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**

.. contents::
   :local:

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
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

#. Go to ‘Invoicing’ and go to create an Invoice or a Bill.
#. 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
~~~~~~~~~~~~~~~~~~~~~~~~~

#. 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 <https://github.com/OCA/account-invoicing/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-invoicing/issues/new?body=module:%20account_move_post_block%0Aversion:%2014.0%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
~~~~~~~

* ForgeFlow

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

* Miquel Raïch <miquel.raich@forgeflow.com>

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-invoicing <https://github.com/OCA/account-invoicing/tree/14.0/account_move_post_block>`_ project on GitHub.

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