How to convert in OpenERP from one table of accounts to another?

Question

I set up chart of accounts A for company1. This chart has been used for several months for accounting. How can I convert to chart of accounts B and store old data for accounts (debit, credit, etc.)? In other words, is it possible to transfer data from one chart of accounts to another? The solution can be software or through the web client interface (not important). Virtual card accounts cannot be used. Chart of accounts B should be the main chart with the old data.

Each tip will help me a lot. Thanks

Answer 1

I do not know how to set up a different chart of accounts after starting the initial setup wizard in a new database. However, if all you want to do is change the account numbers, names and parents to fit a different billing schedule, then you can do this with a set of database updates. Either manually edit each account, if there are not many accounts, or write an SQL or Python script to update all accounts. To do this, you need to map each old account to a new account code, name and parent, and then use this card to create a script.

Answer 2

IMO is very complicated, we are currently transferring some data, and this proves that it is difficult.

I would advise you to choose a date in the future and tell everyone to just use a different db with the correct billing schedule.

Your finance department will be the one to suggest which date is perfect. How about when the period begins.

Answer 3

I needed to do this. You can massage a chart from one form to another, but in the end I found that creating a new database, creating modules, assigning a new chart, and then importing all critical elements was the best and safe way.

If you have a lot of transactions, it will be more difficult to import. If so, then massage the chart from one form to another.

I am sure that in the future there will be some way to make active migration. You defintely don't want to live with a bad chart or with your story if you can help it.

Answer 4

The fastest way to do this is to use ETLs, such as Talend or Pentaho (assuming there is logic to which account the other will be displayed during the process). If not, you will have to do it manually.

If there is logic, you export it to a format that you can convert and re-import. Delete your account chart and install a new one. Then import all data formatted using these tools.