set move_type on import account moves

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set move_type on import account moves

import Accounting creditnotes

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Wafi Chaar

How to set the field move_type while importing account_moves from excel ?

I prepared an excel import template to import sales credit notes and added a column: [move_type] and filled the value: out_refund in it. However odoo import routine didn't recognize this field move_type and so couldn't have it set.

any idea how to import a sales credit note ? is there another field to fill that will make move_type=out_refund ?

Wafi Chaar

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Thanks Niyas

it worked perfectly.

In previous versions, we could set this value in the template. Now it's simple to import it from the relative form.

Thanks for the tip.

Niyas Raphy (Walnut Software Solutions)

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Hi,

If you have credit notes and invoice inside a same file, you can try as follows:

1. split the file into two, one for invoice and the other for credit notes

2. then import the file from the respective menus, ie, invoice from invoice menu and credit notes from its menu.

Thanks

Thuy Ngoc

Hi Wafi,

I think this video can help you:

https://www.youtube.com/watch?v=etMYrOJyaiU&list=PLSKcWRTtEl5qzvRaI-VTGavfReiHS_EEb&index=2

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