A bit lost on how to set up a template move.
Creating the template, I keep it simple with name, journal, and a few lines with the accounts that need to be moved including draft descriptions.
When I try to create a move, for example in february (2019-02), it balks saying I can’t create the movement because the date is outside of the period!?!
Also, seems lame to have to specify a debit/credit for the move lines, each line may simply ‘depend’ upon the circumstances.
Anybody find any use here?
You should update the period and then update the date.
Sorry but I do not understand what do you mean here. Could you please clarify?
? I have to select a period, but if it is any but the current period I get error.
Blank date seems to force date to ‘today’ which is illogical given one has to choose a period.
If you want to choose the date you’ve to set it as a move template keyword.
I hope it helps you.
Yeah, thanks, that did help.
Too bad the date selection doesn’t open in the period selected prior, but oh well…
[updated: I created Better support of date and period for move template (#8725) · Issues · Tryton / Tryton · GitLab]
Seems odd to stipulate specifically a debit or credit with value 0.
If the template works with fixed non-zero values, then that’s only case where it would be useful.
Probably a turd from not using debit and credit as the basis of the move (like in a real move line), which would have been much more intuitive.
Instantiating the template seems okay, though.