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Update account chart from template (account_chart_update)

Module:account_chart_update
Name:Update account chart from template
Version:5.0.1.0
Author:Zikzakmedia SL
Directory:account_chart_update
Web:www.zikzakmedia.com
Official module:
 no
Quality certified:
 no

Description

Adds a wizard to update a company account chart from a template:
  * Generates the new accounts from the template and assigns them to the right company
  * Generates the new taxes and tax codes, changing account assignations
  * Generates the new fiscal positions, changing account and taxes assignations

Before creating the new accounts, taxes, tax codes and fiscal positions, the user can select
which ones must be created.

The user can also choose to update the existing accounts, taxes, tax codes and fiscal positions
from a template.

The problems occurred during the creation/updating of the account chart are shown in the last step.

It is useful when the account law has changed and you want to transfer the new accounts, taxes and
fiscal positions included in the account chart template to an existing company account chart.

Note: Due to the memory limitation of the osv_memory OpenERP objects, only a maximum number of
objects can be created each time. If a lot of new accounts, taxes, tax codes or fiscal positions
must be created, the wizard should be run several times.

Dependencies

  • account

Reports

None

Views

  • Update Chart of Accounts from a Chart Template (form)

Objects

Object: wizard.update.charts.accounts (wizard.update.charts.accounts)

update_tax_code:
 Update tax codes, boolean
Existing tax codes are updated. Tax codes are searched by name.
code_digits:# of Digits, integer, required
No. of Digits to use for account code. Make sure it is the same number as existing accounts.
fiscal_position_ids:
 Fiscal positions, one2many
logs:Logs, text, readonly
new_fp:Create - Fiscal positions, integer, readonly
chart_template_id:
 Chart Template, many2one, required
company_id:Company, many2one, required
tax_code_ids:Tax codes, one2many
update_account:Update accounts, boolean
Existing accounts are updated. Accounts are searched by code.
update_fiscal_position:
 Update fiscal positions, boolean
Existing fiscal positions are updated. Fiscal positions are searched by name.
state:Status, selection, readonly
update_tax:Update taxes, boolean
Existing taxes are updated. Taxes are searched by name.
updated_tax:Update - Taxes, integer, readonly
account_ids:Accounts, one2many
new_account:Create - Accounts, integer, readonly
updated_fp:Update - Fiscal positions, integer, readonly
updated_tax_code:
 Update - Tax codes, integer, readonly
updated_account:
 Update - Accounts, integer, readonly
new_tax_code:Create - Tax codes, integer, readonly
new_tax:Create - Taxes, integer, readonly
tax_ids:Taxes, one2many

Object: wizard.update.charts.accounts.tax.code (wizard.update.charts.accounts.tax.code)

tax_code_id:Tax codes, many2one, required
update_chart_wizard_id:
 Update chart wizard, many2one, required

Object: wizard.update.charts.accounts.tax (wizard.update.charts.accounts.tax)

update_chart_wizard_id:
 Update chart wizard, many2one, required
tax_id:Taxes, many2one, required

Object: wizard.update.charts.accounts.account (wizard.update.charts.accounts.account)

update_chart_wizard_id:
 Update chart wizard, many2one, required
account_id:Accounts, many2one, required

Object: wizard.update.charts.accounts.fiscal.position (wizard.update.charts.accounts.fiscal.position)

update_chart_wizard_id:
 Update chart wizard, many2one, required
fiscal_position_id:
 Fiscal positions, many2one, required