Force Delivery Date in Sales and Purchase
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-inv-0018-force-delivery-date-in-sales-and-purchase-6579$ 150.86
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) • Inventory (stock) |
| Lines of code | 188 |
| Technical Name |
fal_force_delivery |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-inv-0018-force-delivery-date-in-sales-and-purchase-6579 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) • Inventory (stock) |
| Lines of code | 188 |
| Technical Name |
fal_force_delivery |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-inv-0018-force-delivery-date-in-sales-and-purchase-6579 |
| Versions | 18.0 19.0 |
ODOO'S FUNCTION
In Odoo, while users can change the effective date on a validated Receipt or Delivery, this date is only linked to the stock moves. When a corresponding bill or invoice is created, its date must be re-entered manually, and the effective date from the transfer is not automatically linked to the resulting Journal Entries.
CLUEDOO'S FUNCTION
Cluedoo enhances this workflow by introducing:
1️⃣ A "Force Delivery Date" field, allowing users to manually define the effective date of a transfer.
2️⃣ The automatic application of this date to all related records, including:
-
- Stock Valuation Date
- Stock Move Date
- Journal Entry Date (Accounting Date)
- Invoice/Bill Date
This ensures that both operational and financial records reflect the true date of the physical stock movement and complete date consistency across all documents without manual re-entry.
|
1. Go to Product Categories > Access a particular Product Category > Set up Inventory Valuation
Note: The below steps apply similarly to the Force Delivery Date of Purchase Orders |
|
|
2. Go to Sales > Create a Sale Order with a product that belongs to the configured product category above > Confirm > Click on the Delivery button
|
|
|
3. On Transfers > Set up Force Delivery Date > Validate You can see that Force Delivery Date = Effective Date = Date Scheduled on Stock Move |
|
|
4. Create an
Invoice
> Can see that
Invoice Date = Effective Date
|
|
|
5. Click on the
Valuation
button > Can see that
Stock Valuation Date = Effective Date
and
The Year of Journal Entry = The year of Effective Date
From V19, instead of clicking on the Valuation button to check fields that were on stock valuation layer, you can find them in Inventory > Receive/Deliver Stock Moves |
|
|
6. Access the
Journal Entry
> Can see that
Accounting Date
=
Effective Date
|
|
|
7. Move to Moves History > Can see that The Date of Stock Move = Effective Date |
|
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.
Please log in to comment on this module