Odoo
Implementation
Period Lock | Transaction Date Control | Accounting Lock Manager | Timed Journal Restriction | Accounting Period Shield | Journal Date Guard
by Creyox Technologies https://www.creyox.com
Odoo
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 179 |
| Technical Name |
cr_period_lock |
| License | LGPL-3 |
| Website | https://www.creyox.com |
| Versions | 14.0 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 179 |
| Technical Name |
cr_period_lock |
| License | LGPL-3 |
| Website | https://www.creyox.com |
| Versions | 14.0 15.0 16.0 17.0 |
Community
Enterprise
Odoo.sh
Period Lock
Features
- You can assign permission to specific users to unlock the period.
- Journals can be restricted for a designated time frame.
- Locking the date helps prevent users from posting incorrect transactions.
- Avoids creating conflicting period lock records.
- An 'Unlock' feature is available to remove the lock when needed if user has the permission.
- Install and use it without requiring any more configuration.
- Lock and unlock journals across multiple companies.
Period Lock
- The "Period Lock" module restricts specific journals, by locking transactions within a specified date range. An unlock option is available to reverse the lock when needed. This ensures users are prevented from posting journals after the defined period.
- Go to the "Period Lock" menu.
- In order to create or edit Period Lock avail below permission.
- Enter details in 'Period Lock' form view and lock it.
- 'Unlock' button is available to revert the lock when required.
- Now, creating invoice between 'To Date' and 'From Date' of locked record in Period Lock will not be allowed
- Hence it generates an alert for that.
- Let's create new record of Period Lock to understand constrains.
- It triggers an alert if the "From Date" and "To Date" are set incorrectly.
- There should not be any previous record which overlaps date range of current active record.
- That will trigger the following alert.
- There should not be any pervious record with the same journal and range of date.
- The following alert will get triggered in that case.
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