Odoo Community Association

Stock Move Actual Date

Beta License: AGPL-3 OCA/stock-logistics-workflow Translate me on Weblate Try me on Runboat

This module adds an Actual Date field to the stock picking, stock scrap, stock move, and stock move line models. This field allows users to record the actual date on which a stock transfer or stock scrap took place, in case the transaction in Odoo is processed after the fact.

It also adds an Actual Date field to the Stock Valuation Layer model, enabling reporting based on this field. This field is computed and stored according to the following logic:

It also provides stock quantity history reporting based on the actual date.

Table of contents

Configuration

  • Go to Settings > Users & Companies > Groups.
  • Open ‘Modify Actual Date’ and add the users who are allowed to edit the actual date of completed records (e.g., pickings, scraps).

Usage

Use the Actual Date field in the following transfer and scrap scenarios:

  • If you are late in processing a transfer or scrap in Odoo and wish to record the transaction with the actual transfer date, fill in the Actual Date field in the picking or scrap form. The Actual Date of the picking or scrap is then propagated to its corresponding stock moves and stock move lines, and is also passed to the journal entry as the date.
  • You can also update the Actual Date of a completed picking or scrap if you belong to the ‘Modify Actual Date’ group. This operation updates the date of the related journal entries, re-proposing a new sequence to them as necessary.

Use the Actual Date field in the following stock valuation reporting scenarios:

  1. Go to Inventory > Reporting > Inventory Valuation and click ‘Inventory at Date’.
  2. In the wizard, select a date in ‘Inventory at Date’, and click ‘Valuation as of Accounting Date’ (note that ‘hh:mm:ss’ part of the selection in ‘Inventory at Date’ is ignored in this context).

Use the Actual Date field in the following stock quantity history reporting scenarios:

  1. Go to Inventory > Reporting > Stock and click ‘Inventory at Date’.
  2. In the wizard, select a date in ‘Inventory at Date’, and click ‘Inventory as of Actual Date’ (note that the ‘hh:mm:ss’ part of the selection in ‘Inventory at Date’ is ignored in this context).

Note: You can also use this feature along with stock_quantity_history_location.

Known issues / Roadmap

Updating the Actual Date of a completed receipt picking for a foreign currency purchase does not trigger a recalculation of the amounts in the associated journal entries, even if the currency rate for the new date differs.

For the Actual Date of existing stock move and stock move line records created before this module was installed, the user’s timezone will not be considered, and only the date part from the ‘date’ field in the UTC timezone will be assigned.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Quartile

Contributors

  • Quartile:
    • Aung Ko Ko Lin
    • Yoshi Tashiro

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

yostashiro aungkokolin1997

This module is part of the OCA/stock-logistics-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.