From e415c08e9f3afd03f653babed15f151e3fd5c304 Mon Sep 17 00:00:00 2001 From: "Lulu Grimalkin (lugr)" Date: Mon, 27 Oct 2025 15:08:19 +0100 Subject: [PATCH] [IMP] Inventory: add 'Changes in Odoo 19' to valuation cheat sheet A section explaining the differences between Odoo 18 and Odoo 19 inventory valuation systems. Task ID: 5107300 --- .../inventory_valuation/cheat_sheet.rst | 50 ++++++++++++++++++- 1 file changed, 49 insertions(+), 1 deletion(-) diff --git a/content/applications/inventory_and_mrp/inventory/inventory_valuation/cheat_sheet.rst b/content/applications/inventory_and_mrp/inventory/inventory_valuation/cheat_sheet.rst index 0766033b3e..f00635bd09 100644 --- a/content/applications/inventory_and_mrp/inventory/inventory_valuation/cheat_sheet.rst +++ b/content/applications/inventory_and_mrp/inventory/inventory_valuation/cheat_sheet.rst @@ -8,6 +8,10 @@ Valuation cheat sheet .. rst-class:: full-width + .. important:: + This documentation is for Odoo 19 or later. + :ref:`Discover why we changed. ` + Costing Methods =============== @@ -345,7 +349,7 @@ Reporting In Inventory ------------ -Open :menuselection:`Inventory -- > Reporting --> Stock` to view your current inventory level and +Open :menuselection:`Inventory --> Reporting --> Stock` to view your current inventory level and valuation for each product, or to review historical data as of a previous date. .. h:div:: doc-aside @@ -406,3 +410,47 @@ and :ref:`Journal Entries Configuration ` sections. .. h:div:: doc-aside .. image:: cheat_sheet/valuation-accounting.png + + +.. _changes-in-19: + +Changes in Odoo 19 +================== + +Before Odoo 19, the Perpetual accounting method was implemented by posting real-time accounting +entries at each stock movement. That created a lot of journal items in accounting, which was an +issue for performance, general ledger clarity and auditability. + +Since Odoo 19, the Perpetual method impacts the stock valuation account at the invoice level. The +closing entry is then used to manage bills to receive, invoices to issue, deferred revenues, prepaid +expenses, and other gaps between inventory values and accounting ones. + +.. h:div:: feature-table doc-aside + + +-----------------------+--------------------------------+--------------------------------+ + | | Odoo 18 | Odoo 19 | + +=======================+================================+================================+ + | Periodic Continental | :meh:`Manual closing` | :good:`Automated closing` | + +-----------------------+--------------------------------+--------------------------------+ + | Periodic Anglo-Saxon | :bad:`Not supported` | :good:`Fully supported` | + +-----------------------+--------------------------------+--------------------------------+ + | Perpetual Continental | :meh:`Manual closing` | :good:`✓` | + +-----------------------+--------------------------------+--------------------------------+ + | Perpetual Anglo-Saxon | :meh:`Manual closing` | :good:`✓` | + +-----------------------+--------------------------------+--------------------------------+ + | Accounting valuation | :meh:`Requires inventory` | :good:`Accounting only` | + +-----------------------+--------------------------------+--------------------------------+ + | Perpetual Entries | :good:`Invoices + every moves` | :good:`Invoices + one closing` | + +-----------------------+--------------------------------+--------------------------------+ + | Invoices to issue | :bad:`✗` | :good:`✓` | + +-----------------------+--------------------------------+--------------------------------+ + | Prepaid expenses | :bad:`✗` | :good:`✓` | + +-----------------------+--------------------------------+--------------------------------+ + | Bills to receive | :bad:`✗` | :good:`✓` | + +-----------------------+--------------------------------+--------------------------------+ + | Deferred revenues | :bad:`✗` | :good:`✓` | + +-----------------------+--------------------------------+--------------------------------+ + | Performance | :bad:`Slower` | :good:`Faster` | + +-----------------------+--------------------------------+--------------------------------+ + | General ledger | :good:`More journal entries` | :good:`Fewer journal entries` | + +-----------------------+--------------------------------+--------------------------------+