Sergi, thank you so much with this explanation.
I'm still facing an issue when creating Account.Move.Template.
So, I create a template to book miscalleneous expenes:
Keywords:
- name: party
- string: party
- type: Party
- Put this keyword as required.
Template:
-Journal: Expenses
-Line 1. Debit account Main Expense. In the Party field I put substitution
{party} and amount value 0
-Line 2. Credit account Main Payable. In the Party field I put substitution
{party} and amount value 0
-Both accounts Main Payable and Main Expense are tagged as party required.
Now, when I'm creating a Move from this Template, I get a dialog window
where with party selection. I select a Party-supplier and press Create
button. After this I get an error: The field "Party" on "Account Move Line"
is required.
What can be the reason for such error?
thank you
Artem
четверг, 9 февраля 2017 г., 15:55:40 UTC+2 пользователь Sergi Almacellas
Abellana написал:
>
> El 09/02/17 a les 13:44, 'Artem Braga' via tryton ha escrit:
> > Hello.
> >
> > I'm facing the issue with Move Template. I'd like to post my case below.
> >
> > Im creating AccountMoveTemplate with the following required Keywords:
> >
> > 1. Name: Supplier, Type: Party, String: Vendor
> > 2. Name: date of transaction, Type: Date, String: date of transaction
> > 3. Name: description, Type: Char, String: transaction description
> >
> > When I use Wizard to create move from template, the expectation is
> > the following
> >
> > 1. By selecting Party, I will get the same Party value in the
> > "Party" field of the account move line of the drafted Account.Move
> > 2. By selecting the date of transaction, I will get the same date value
> > in the "Effective Date" in the drafted Account.Move
> > 3. By filling in transaction description, I will get a short summary
> > of transaction in the "Description" field of the account move line of
> > the drafted Account.Move
> >
> > However, all these 3 required values entered in the Wizard to create
> > move from template are missing in the Drafted Account.Move.
> >
> > Am I missing the logics and flow of Account.Move template concept or
> > there is an issue in configuration/other?
>
> You should declare where those fields will be used using substitution.
> So following your example, you should enter the following values on the
> MoveTemplate fields:
>
> Description: {description}
> Date: {date of transaction}
> And on the lines that need that party value you should enter the
> {Supplier} substitution.
>
> Note that substitutions are composed by braches surrounding the name of
> the keyword to substitute.
>
> Hope it helps.
>
>
> --
> Sergi Almacellas Abellana
> www.koolpi.com
> Twitter: @pokoli_srk
>
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