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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.

Download links

You can download this module as a zip file in the following version:

(No download links available)

Dependencies

• account

Reports

None

Menus

• Financial Management/Configuration/Financial Accounting/Templates/Update Chart of Accounts from a Chart Template

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