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Original file line number Diff line number Diff line change
Expand Up @@ -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. <changes-in-19>`


Costing Methods
===============
Expand Down Expand Up @@ -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
Expand Down Expand Up @@ -406,3 +410,47 @@ and :ref:`Journal Entries Configuration <journal-entries>` 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:`✓` |
+-----------------------+--------------------------------+--------------------------------+
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what is the difference between the "x" and "not supported"? I know it's more of a detailed nitpick, but would it be possible to maintain consistency in this chart?

Also this is more of a question, but in Odoo 18, (to my knowledge, im not an accounting expert), we had invoices to issue, prepaid expenses, bills to reiceve, and deferred revenue. What does the "x" mean? Does it mean it doesn't exist?

| Deferred revenues | :bad:`✗` | :good:`✓` |
+-----------------------+--------------------------------+--------------------------------+
| Performance | :bad:`Slower` | :good:`Faster` |
+-----------------------+--------------------------------+--------------------------------+
| General ledger | :good:`More journal entries` | :good:`Fewer journal entries` |
+-----------------------+--------------------------------+--------------------------------+