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

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

Müşteri İlişkileri Yönetimi
e-Commerce
Muhasebe
Envanter
PoS
Project
MRP

All apps

All Posts People Badges

Etiketler (View all)

odoo accounting v14 pos v15

About this forum

Yardım

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

configuration import swap fresh_install

2 Cevaplar

8516 Görünümler

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

Üretici En İyi Yanıt

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

Üretici

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

Üretici

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

Üretici

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!

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Üye Ol

İlgili Gönderiler	Cevaplar	Görünümler
Import data for accounting module configuration import counting	2 May 24	1963
How to properly import odoo in VisualStudio Code Çözüldü configuration import warning odoo11	9 Oca 25	24598
What is the best way to transfer settings and configurations? Çözüldü configuration settings server export import	2 Eyl 24	6100
(MX^jetblue人telefono™^)¿Cómo hablar con alguien en JetBlue? configuration	0 Tem 25	2
How to implement Odoo as an all-in-one business management solution? configuration	0 Tem 25	2

Bu soru işaretlendi

Enjoying the discussion? Don't just read, join in!