Metadata-Version: 2.1
Name: odoo-addon-tms_account
Version: 19.0.1.0.0.4
Requires-Dist: odoo-addon-account_usability==19.0.*
Requires-Dist: odoo-addon-tms==19.0.*
Requires-Dist: odoo-addon-tms_expense==19.0.*
Requires-Dist: odoo-addon-tms_purchase==19.0.*
Requires-Dist: odoo-addon-tms_sale==19.0.*
Requires-Dist: odoo==19.0.*
Summary: Track invoices linked to TMS orders
Home-page: https://github.com/OCA/stock-logistics-transport
License: AGPL-3
Author: Open Source Integrators, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 19.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 3 - Alpha
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

================
TMS - Accounting
================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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    :alt: Alpha
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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    :target: https://github.com/OCA/stock-logistics-transport/tree/19.0/tms_account
    :alt: OCA/stock-logistics-transport
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The TMS - Accounting manages the accounting processes for the TMS
modules. This module enables features such as purchase orders invoicing,
sale order invoicing and analytic accounting.

.. IMPORTANT::
   This is an alpha version, the data model and design can change at any time without warning.
   Only for development or testing purpose, do not use in production.
   `More details on development status <https://odoo-community.org/page/development-status>`_

**Table of contents**

.. contents::
   :local:

Installation
============

There are two ways of installing the module:

Transport settings
------------------

1. Go to Transport app.
2. Go to Configuration > Settings.
3. In the Trips block, enable the "Manage Trips Accounting" setting.

Apps list
---------

1. Go to Apps.
2. Search for TMS - Accounting module.
3. Install the module.

Configuration
=============

Analytic Distribution
---------------------

1. Go to Transport module.
2. Go to Configuration > Settings.
3. In the trips block, check the "Analytic Accounting" setting.
4. Check the "Trips" box to create analytic accounts for each trip using
   this plan.
5. If routes are enabled, check the "Routes" box to create analytic
   accounts for each route using this plan.

Usage
=====

Create sale order invoices
--------------------------

1. Go to Sale module.
2. Create a new sale quotation.
3. Add the trips to the Products page in the order.
4. When saving, the trips are created as drafts.
5. In the trips, check the "Create invoices and bills when completed?"
   box.
6. Change the state of the trip to "Completed" and the invoices will be
   generated (Sale order needs to be confirmed).

Create purchase bill
--------------------

1. Go to Transport module.
2. Create or select a trip.
3. Add purchases to the Purchase page.
4. Check the "Create invoices and bills when completed?" box.
5. Change the state of the trip to "Completed" and the bills will be
   generated (Purchase order needs to be confirmed).

Analytic Accounting
-------------------

1. When adding trips to sale orders, the analytic account will be set by
   default with the trip account and the route account (Depending on
   which plans are enabled in the configration).
2. When adding purchase orders to trips, the analytic account will be
   set by default with the trip account and the route account (Depending
   on which plans are enabled in the configration).
3. When adding expenses to trips, the analytic account will be set by
   default with the trip account and the route account (Depending on
   which plans are enabled in the configration).
4. In the section of Transport > Reporting, the total revenue can be
   seen for each trip and route according to the analytic accounts.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/stock-logistics-transport/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/stock-logistics-transport/issues/new?body=module:%20tms_account%0Aversion:%2019.0%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
-------

* Open Source Integrators

Contributors
------------

- Santiago Rodriguez srodriguez@opensourceintegrators.com
- Edgar Martinez emartinez@opensourceintegrators.com
- `Gray Matter Logic <https://www.graymatterlogic.com>`__:

  - Maxime Chambreuil <maxime.chambreuil@graymatterlogic.com>

Other credits
-------------

- `Gray Matter Logic <https://www.graymatterlogic.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.

.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
    :target: https://github.com/max3903
    :alt: max3903
.. |maintainer-santiagordz| image:: https://github.com/santiagordz.png?size=40px
    :target: https://github.com/santiagordz
    :alt: santiagordz
.. |maintainer-EdgarRetes| image:: https://github.com/EdgarRetes.png?size=40px
    :target: https://github.com/EdgarRetes
    :alt: EdgarRetes

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-max3903| |maintainer-santiagordz| |maintainer-EdgarRetes| 

This module is part of the `OCA/stock-logistics-transport <https://github.com/OCA/stock-logistics-transport/tree/19.0/tms_account>`_ project on GitHub.

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