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Accounting Problem: Not able to set account receibables and payables when creating customers or suppliers

By
David Crespo
on 11/27/14, 9:32 AM 733 views

Hello,

We have installed the accounting system and a localized chart of account. But when going to Accounting - Configuration - Accounts, we didn´t see any account created, despite that the chart of account was available to use but somehow not activated. Therefore, since we didn`t had any accounts available in the "Accounting-Configuration-Account" we created manually all the accounts. At that moment we didn´t know that if the chart of account is properly installed, it would list all the accounts in the "Accounting-configuration-Account" menu.

So, we have reinstalled the localized chart of accounts for Argentina, it shows the chart of accounts and its accounts but when going to create customer or supplier, still doesn´t show up any payable or receivable account. We have to create a new account every time we create a new client. There is no way or no option to select a predefined account.

We went to "Accounting-Configuration-Accounts-Templates-Accounts-Charts of Accounts Template" and noticed that we have a predefined account for payable and receivables in Properties. So it should work but it doesnt.

We don´t know what else to do. We researched the internet and found that many people have that problem but no one knows the real solution. We also have tried other things that people tried but didn´t worked.

Also, we didn´t find any info in the tutorials on how to manage the chart of accounts template, it seems that as admin user we could choose which template to activate, but there is no such option, we asume that it activates automatically.

The last option we didn´t try is to reinstall the complete accounting module and see if it works... but there is no option to uninstall the module.

thanks in advance for any help you could provide us and sure this will help to others too who have the same issue...

0

Ivan

--Ivan--
3210
| 5 3 6
Jakarta, Indonesia
--Ivan--
Ivan
On 11/28/14, 4:58 AM

David.  The answer to this question describes how Odoo security work.  You might want to check on the security settings (ACL and Record Rules) for res.partner model.

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David Crespo
On 11/27/14, 11:37 AM

After trying different things, we have found out that all our users are not able to access the predefined account for account receivable & payable when creating clients or suppliers because of their user rights.

We found out that with the Admin user, it is posible to create users and suppliers because the account receivable and payable is assigned automatically.

But after giving all the access rights to users, still we are not able to create clients and users nor even see the clients & users created by Admin....

Any suggestions? now the issue passed from Accounting to User Right Problem...

 

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Asked: 11/27/14, 9:32 AM
Seen: 733 times
Last updated: 3/16/15, 8:10 AM