Stock Virtual Adjustment

Adjust the quantity of products in stock in the past.

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  • Odoo Version

Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables

Stock Virtual Adjustment

This module allows to ajust the quantity of a product in inventory at a given date in the past.

Context

Stock Operations

In vanilla Odoo, inventory operations are done at the current time.

Moving a product at a date in the past would be complex, because it would impact all subsequent operations.

When moving a product, quants are modified / created / deleted in the source and destination locations.

The system would need to verify that quants in the source location could be reserved at a past date, given that it could have been modified since.

Stock Valuation

In vanilla Odoo, there are 3 costing method:

  • Standard Price
  • Average Cost
  • FIFO

Standard Price / Average Cost

These two methods work pretty much the same way.

A table (product.price.history) contains the unit cost of a product at a given time.

The accounting valuation at a given time is:

Quantity in stock x Unit Cost

If you want to change the product valuation of the product at a given time, you need to either change the quantity in stock or the historic price at that time.

FIFO

This method is much more complicated in Odoo.

Some kind of matching is done between incoming stock moves and outgoing stock moves to determine the value of outgoing moves, and therefore, the residual value in inventory.

It would be much more complex to ajust the stock valuation at a prior period for products under this costing method. At least, without risking to introduce side effects.

Therefore, this module does not support ajusting valuation for products with FIFO valuation.

Accounting

This module does not change the accounting valuation of stocks. It does not generate journal entries.

This could be implemented in another module.

Overview

This module adds Virtual Adjustments.

static/description/virtual_adjustment_form.png

When validating a virtual adjustment, two stock moves are created for each product.

  • One move at the adjustment date
  • One opposite move at the reversal date

The current inventory is not impacted by the module. The inventory is only ajusted for a period of time in the past.

The stock moves are created directly with the status Done. No quant are actually moved.

Usage

As member of the group Inventory / Manager, I go to Inventory / Operations / Anterior Adjustments.

static/description/virtual_adjustment_menu.png static/description/virtual_adjustment_list.png

I create an adjustment.

static/description/virtual_adjustment_form.png

I select an adjustment date and a reversal date.

static/description/virtual_adjustment_dates.png

I select a source and a destination location.

static/description/virtual_adjustment_locations.png

For each product, I add a line with the quantity to adjust.

static/description/virtual_adjustment_lines.png

I confirm the adjustment.

static/description/virtual_adjustment_confirm.png

Once the adjustment confirmed, I notice a new smart button Stock Moves.

static/description/virtual_adjustment_move_smart_button.png

When I click on the button, the list of stock moves (incoming and outgoing appears).

static/description/stock_move_list.png

Constraints

Dates

The selected dates of adjustment and reversal must be in the past.

The adjustment date must be prior to the date of reversal.

Costing Method

The selected products must be valued either at Standard Price or Average Cost.

Contributors