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odoo accounting v14 pos v15

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Would like to Reset my "Chart of Accounts" (no entries yet) but Partners and Products in.

configuration import swap fresh_install

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Landis Arnold

I have a "fresh" install with Partners, Products and Product Categories are imported.

I have been doing a "migration" through import/export and thought that by choosing Configurable Chart, I could easily bring my last Chart in. It was based upon one of the US Charts (I need to check in fact).

Basically, there are no Entries Right now. Can I Clear and Reset my chart Setup? Can I modifiy the Configurable to Match what I had? Is this something I can simply import and throw a switch on?

Thank you for any advise!

Landis Arnold

Autor Najlepsza odpowiedź

In the end the Path was indeed creating a New Database and then importing data sets into it. Second time around on this I learned how to properly "pre tag" and how to assign products to categories during the import.

For me the US Chart off accounts / Product Sales Version (I still need to understand the secondary part of the template application but it worked so lets move on). I then added some view categories to more line up with our pre-existing chart. Will fine tune that before we start purchasing through the system.

Cristian Salamea

If you need to "reset" your account chart, that can be not easy, you must delete all properties created from partners and product.

Then you can does what you need with your chart, i recommend you use mass_editing module to update accounts in partners and products.

Regards,

Landis Arnold

Autor

I read about mass_editing but felt I needed to better understand BZR to install. I have server / addons and / web in separate folders. It seems this is not a standard addon so that I need to pull a new Branch. My question is whether this will automatically be recognized by the server once pulled. Thank you for your note. The Chart is very much of a Foundation Block for the system and the Migration process for partners/product/etc is not nearly as easy as it could be. Thank you!

Cristian Salamea

mail me and i can send you mass_editing in zip.

Landis Arnold

Autor

not finding how to mail you on this system. you could send with landis(period)arnold(at)gmail(period)com I suppose I could pull from the http://v6apps.openerp.com and try to install the way I used to in verr 6.0.3 (but have not seen in 7)

Landis Arnold

Autor

Update: OpenERP started supporting community extensions so was able to bring Mass Editing in without trouble (keep your users small to do so this way. Have learned to do BZR Pulls however so not as daunting. Module works relatively well for "uniform" type updates! Thanks for that Serpent!

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