| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 641 |
| Technical Name |
byn_period_lock_governance |
| License | OPL-1 |
| Website | https://bynify.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 641 |
| Technical Name |
byn_period_lock_governance |
| License | OPL-1 |
| Website | https://bynify.com |
| Versions | 18.0 19.0 |
Accounting Period Lock
Accounting Period Lock controls accounting period reopen actions with an explicit request-and-approval process. It helps finance teams perform exceptional corrections safely while preserving internal control and audit traceability.
Overview
This addon adds governance controls on period lock exceptions, so period reopen is not handled by ad-hoc admin actions. Every request is tracked with requester, approver, active unlock window, and final relock evidence.
Use Cases
- Post period-end adjustment entries after close with management approval.
- Temporarily reopen a closed period to correct account classification errors.
- Allow limited-time reopen window for external audit adjustments.
Features
- Prevent uncontrolled period unlock actions.
- Enforce accountability with clear requester and approver roles.
- Reduce audit findings from undocumented period reopen events.
- Track postings during unlock windows for post-review.
- Reopen request lifecycle: Draft, Submitted, Approved, Active, Rejected, Done, Expired.
- Policy per company: approvers, max unlock duration, strict mode, self-approval prevention.
- Manual activate/relock actions and automatic relock cron.
- Workflow event logs and affected journal entry tracking.
Prerequisites
- Odoo Accounting module installed.
- Users assigned to Period Lock User, Approver, and Admin groups as needed.
Installation
- Place the addon in your Odoo addons path.
- Update Apps list.
- Install Accounting Period Lock.
- Configure policy from Accounting > Period Lock Governance > Policies.
Usage
- Create a request with period range, unlock window, and business reason.
- Submit request.
- Approver reviews and approves or rejects.
- Approver activates unlock when approved.
- System auto relocks at unlock end; approver can relock earlier if needed.
- Review posted entries captured during unlock window.
Access Rights
- Period Lock User: create and track requests.
- Period Lock Approver: approve, reject, activate, relock, review logs.
- Period Lock Admin: maintain policy and governance settings.
FAQ
Can requester approve their own request?
No, if self-approval prevention is enabled in policy.
What if nobody relocks manually?
Auto relock cron restores lock state after unlock end datetime.
Does this module send accounting data externally?
No external data transmission is included.
Known Limitations
- Risk score in v1 is duration-based heuristic.
- No advanced conditional multi-step approval matrix in v1.
Support
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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