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Re: Fiscal years and periods in Odoo9

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Re: Fiscal years and periods in Odoo9

by
Camptocamp SA, Frédéric Clementi
- 21/12/2015 17:28:43
already discussed a bit above Cristian :)

camptocamp
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Frédéric Clementi
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2015-12-21 17:23 GMT+01:00 Cristian Salamea <cristian.salamea@gmail.com>:


On Mon, Dec 21, 2015 at 4:07 AM, Frédéric Clementi <frederic.clementi@camptocamp.com> wrote:
Hello,

For your information, we have already created a module account_fiscalyear -> see PR : https://github.com/OCA/account-financial-reporting/pull/144/files
This is very basic : just a way to set the start/end date of a fy for reporting purpose. 

However, I am worry if you go in the direction of re-creating periods. 

Let me explain why :

When we created few years ago the financial reports webkit we wanted these reports able to calculate on the fly the initial balance. Second point was that in the wizard we offered the possibility to select rage of periods OR a range of dates.

Quickly, we realized that it was impossible to calculate the initial balance based on dates selection because in Odoo date can be out of periods... and only periods are important to calculate accounting balance.

In the end, we had to drop the initial balance calculation functionality when user was using dates instead of periods. (and I received so many questions about this...) 

In version 9, I think the accounting date solve this issue we have for several years and as an ex-accountant myself I honnestly think that I can live without periods if I still can post supplier invoices at an accounting date. In fact, this solution is just perfect.

Yes, i am agree with you too, but there is also locking periods, is not jsut about reporting.

Here in Ecuador accountant needs to lock transactions per month to dont allow insert, invoices for example in closed periods.

How will managed this ?
 
 

I also add that if you re-create periods, you will probably have to adpat the locking entry system and analysis views, ...





camptocamp
INNOVATIVE SOLUTIONS
BY OPEN SOURCE EXPERTS

Frédéric Clementi
Project Manager 

2015-12-21 1:22 GMT+01:00 Eric Caudal <eric.caudal@elico-corp.com>:

Maybe you could push to the OCA as WIP your job and/or first start a roadmap about it.
I personally dont think it is necessary to redevelop everything for the periods and stick to Odoo's new behavior based on date (to automatically indicate in which period it is).
We would need control on periods in AE for fiscal closing and filters in reports mainly.

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On 12/21/2015 04:38 AM, Mathieu Laflamme wrote:
<blockquote cite="mid:CAB6F1JU-YQdUNhf+z9ohFDDM07sqpM=sv2uXTZy+m_KCO-HZ0g@mail.gmail.com" type="cite">

I can share the little we have. Having a common base for period is necessary I think.


On Sun, Dec 20, 2015, 14:52 Jean Sébastien HEDERER ASPerience <hedererjs@asperience.fr> wrote:

ok, but is your effort shared or shareable ?

 

----------------message d'origine-----------------
De: Kevin.McMenamin@solnet.co.nz
A: Accounting [accounting@odoo-community.org]
Date: Sun, 20 Dec 2015 18:22:48 -0000
----------------------------------------------------------
 

I have done the same - just added back period and fiscal year and made functional fields on account invoice and account move line - avoids having to change a lot of modules plus accountants think in periods so makes more sense to me.

Kevin McMenamin
ERP Capability Manager

Mobile  +64 22 651 3753
Phone  +64 9 977 5805
Email   kevin.mcmenamin@solnet.co.nz

Solnet Solutions Limited
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www.solnet.co.nz  




From:        Mathieu Laflamme <mathieu.laflamme@gmail.com>
To:        "Accounting" <accounting@odoo-community.org>,
Date:        21/12/2015 07:08 a.m.
Subject:        Re: Fiscal years and periods in Odoo9




Since we have made modules that was using the task period, we basically just added it back disconnected of everything else... We didn't inherit any of the Odoo module yet.

We would have to prevent creating invoices on closed period and add new filters in invoice views to search invoice by period. I think about filters to show last period invoices, previous period, last fiscal year... That's what I plan to develop.

Does it make sense? I didn't look at v8 code to see what else the period was doing but that's what we will need.

It baffles me that they removed that!


On Sun, Dec 20, 2015, 08:53 Jean Sébastien HEDERER ASPerience <hedererjs@asperience.fr> wrote:
ok, in which module?
 


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----------------message d'origine-----------------
De: Mathieu Laflamme [mathieu.laflamme@gmail.com]
A: Accounting [accounting@odoo-community.org]
Date: Sun, 20 Dec 2015 11:37:57 -0000
----------------------------------------------------------
 

Hi,

We reintegrated the periods in v9 but it's still at an early stage.

 
On Sun, Dec 20, 2015, 06:08 Jean Sébastien HEDERER ASPerience <hedererjs@asperience.fr> wrote:

Hi,

I'd like to know if there is a group of people working to reimplement fiscal years and periods in Odoo 9? I'd like to be involved in group and help.
 


Cordialement
Jean-Sébastien Hederer

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