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Period Lock | Transaction Date Control | Accounting Lock Manager | Timed Journal Restriction | Accounting Period Shield | Journal Date Guard

by
Odoo
v 17.0 Third Party 1 85
Download for v 17.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 175
Technical Name cr_period_lock
LicenseLGPL-3
Websitehttps://www.creyox.com
Versions 14.0 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 175
Technical Name cr_period_lock
LicenseLGPL-3
Websitehttps://www.creyox.com
Versions 14.0 15.0 16.0 17.0
Community Enterprise Odoo.sh

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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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Demo v17
by
Diana Andrade
on 10/17/24, 11:15 AM

Hello!

We are interested in your Period Lock module | Transaction date control | Accounting Lock Manager | Timed journal restriction | Accounting period shield | Journal date guard.


Can't you provide a demo for version 17?

Re: Demo v17
by
Shivoham
on 10/17/24, 11:26 AM Author

Hello,

We already received your demo regarding email in our system.

Our technical team will send you demo soon.

Thanks,

Team Creyox