Overslaan naar inhoud
Odoo Menu
  • Aanmelden
  • Probeer het gratis
  • Apps
    Financiën
    • Boekhouding
    • Facturatie
    • Onkosten
    • Spreadsheet (BI)
    • Documenten
    • Ondertekenen
    Verkoop
    • CRM
    • Verkoop
    • Kassasysteem winkel
    • Kassasysteem Restaurant
    • Abonnementen
    • Verhuur
    Websites
    • Websitebouwer
    • E-commerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Bevoorradingsketen
    • Voorraad
    • Productie
    • PLM
    • Inkoop
    • Onderhoud
    • Kwaliteit
    Personeelsbeheer
    • Werknemers
    • Werving & Selectie
    • Verlof
    • Evaluaties
    • Aanbevelingen
    • Wagenpark
    Marketing
    • Sociale media-marketing
    • E-mailmarketing
    • Sms-marketing
    • Evenementen
    • Marketingautomatisering
    • Enquêtes
    Diensten
    • Project
    • Urenstaten
    • Buitendienst
    • Helpdesk
    • Planning
    • Afspraken
    Productiviteit
    • Chat
    • Goedkeuringen
    • IoT
    • VoIP
    • Kennis
    • WhatsApp
    Apps van derden Odoo Studio Odoo Cloud Platform
  • Bedrijfstakken
    Detailhandel
    • Boekhandel
    • kledingwinkel
    • Meubelzaak
    • Supermarkt
    • Bouwmarkt
    • Speelgoedwinkel
    Food & Hospitality
    • Bar en Pub
    • Restaurant
    • Fastfood
    • Gastenverblijf
    • Drankenhandelaar
    • Hotel
    Vastgoed
    • Makelaarskantoor
    • Architectenbureau
    • Bouw
    • Vastgoedbeheer
    • Tuinieren
    • Vereniging van eigenaren
    Consulting
    • Accountantskantoor
    • Odoo Partner
    • Marketingbureau
    • Advocatenkantoor
    • Talentenwerving
    • Audit & Certificering
    Productie
    • Textiel
    • Metaal
    • Meubels
    • Eten
    • Brewery
    • Relatiegeschenken
    Gezondheid & Fitness
    • Sportclub
    • Opticien
    • Fitnesscentrum
    • Wellness-medewerkers
    • Apotheek
    • Kapper
    Trades
    • Klusjesman
    • IT-hardware & support
    • Zonne-energiesystemen
    • Schoenmaker
    • Schoonmaakdiensten
    • HVAC-diensten
    Andere
    • Non-profitorganisatie
    • Milieuagentschap
    • Verhuur van Billboards
    • Fotograaf
    • Fietsleasing
    • Softwareverkoper
    Browse all Industries
  • Community
    Leren
    • Tutorials
    • Documentatie
    • Certificeringen
    • Training
    • Blog
    • Podcast
    Versterk het onderwijs
    • Onderwijs- programma
    • Scale Up! Business Game
    • Bezoek Odoo
    Download de Software
    • Downloaden
    • Vergelijk edities
    • Releases
    Werk samen
    • Github
    • Forum
    • Evenementen
    • Vertalingen
    • Word een Partner
    • Services for Partners
    • Registreer je accountantskantoor
    Diensten
    • Vind een partner
    • Vind een boekhouder
    • Een adviseur ontmoeten
    • Implementatiediensten
    • Klantreferenties
    • Ondersteuning
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Vraag een demo aan
  • Prijzen
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Boekhouding
  • Voorraad
  • PoS
  • Project
  • MRP
All apps
Je moet geregistreerd zijn om te kunnen communiceren met de community.
Alle posts Personen Badges
Labels (Bekijk alle)
odoo accounting v14 pos v15
Over dit forum
Je moet geregistreerd zijn om te kunnen communiceren met de community.
Alle posts Personen Badges
Labels (Bekijk alle)
odoo accounting v14 pos v15
Over dit forum
Help

Odoo 18. Lock Dates. Frequently Asked Questions

Inschrijven

Ontvang een bericht wanneer er activiteit is op deze post

Deze vraag is gerapporteerd
accountingdatelockquickstart18.0
2 Antwoorden
23384 Weergaven
Avatar
Community Question
  • Can you automatically set secure entries to lock everything as of yesterday?
  • Will the audit trail show updates in closed and open periods?
  • How can I adjust an invoice without impacting the closed period?
  • Can you apply a lock date for everyone, even if there are draft entries?
  • Can stock moves be blocked after the lock date?
  • Can exceptions be made for specific users, not just for admin?
  • What’s the difference between purchase/sales lock date and tax return lock date?
  • Is there a way to deactivate the hard lock option to avoid accidental activation?
  • Is there a JBD export for Germany?
  • What’s the difference between a lock date and secure entries?
  • Can journal items be updated using mass edits after securing an invoice?
  • What happens if a tax report is closed but an entry was forgotten?
  • Can the hard lock date be unlocked?
0
Avatar
Annuleer
Avatar
Ray Carnes (ray)
Beste antwoord

>> Can you automatically set secure entries to lock everything as of yesterday?

No, you manually set the date using the date picker.


>> Will the audit trail show updates in closed and open periods?
The audit trail logs changes for all periods. When you click the audit button for exceptions in lock dates, it only shows changes during the exception period.


>> How can I adjust an invoice without impacting the closed period?
You cannot adjust a locked invoice. To make changes, you must issue a credit note as you can’t modify invoices once the period is locked or the invoice is secured.


>> Can you apply a lock date for everyone, even if there are draft entries?
Yes, you can set a lock date even if draft entries exist. If a draft entry is confirmed after the lock date, it will automatically adjust to the first day after the lock date.


>> Can stock moves be blocked after the lock date?
Stock moves can be blocked in the stock module, but not through accounting lock dates.


>> Can exceptions be made for specific users, not just for admin?
No, exceptions can only be set for the admin or all users. 


>> What’s the difference between purchase/sales lock date and tax return lock date?

The tax return lock date blocks miscellaneous operations in addition to purchase and sales, while the purchase/sales lock dates affect only vendor and customer transactions.


>> Is there a way to deactivate the hard lock option to avoid accidental activation?
No. The hard lock cannot be deactivated but the rights to set it are restricted to users with sufficient permissions. The "Secure Entries" setting also depends on the user’s rights. Use Access Rights on the relevant Menus to restrict these features to only those who need them.


>> Is there a JBD export for Germany?

Not yet, but it is currently under development and will be available soon.


>> What’s the difference between a lock date and secure entries?
The lock date restricts adding or changing data, but secure entries go further by ensuring no one can alter any past entries. Secure entries also offer an "unalterability" report to verify integrity.


>> Can journal items be updated using mass edits after securing an invoice?
No, once an invoice is secured, journal items cannot be updated through mass editing.


>> What happens if a tax report is closed but an entry was forgotten?

If you create an exception for a forgotten entry after the tax report is closed, you must generate a new tax report to refresh the data and adjust the tax amount.


>> Can the hard lock date be unlocked?

No, once a hard lock date is set, it cannot be unlocked. The system enforces the integrity of the locked period as its name implies.


0
Avatar
Annuleer
Avatar
Vignesh
Beste antwoord

Odoo lock date helps to VAT reporting filing or inspection time 

Because some time we need to calculate accounting entries 

That time anyone add new Invoices in Odoo 

0
Avatar
Annuleer
Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!

Maak vandaag nog een account aan om te profiteren van exclusieve functies en deel uit te maken van onze geweldige community!

Aanmelden
Gerelateerde posts Antwoorden Weergaven Activiteit
How do I clear a Lock Date in Odoo 19.0? Opgelost
date lock quickstart clear 19.0
Avatar
Avatar
1
jul. 25
1975
Odoo 18. New Accounting Features. Frequently Asked Questions Opgelost
accounting new features quickstart 18.0
Avatar
Avatar
1
feb. 25
23893
Odoo 18. Deferred Revenue. Frequently Asked Questions Opgelost
accounting revenue quickstart deferred 18.0
Avatar
Avatar
1
okt. 24
15203
Why hypen (-) does not allow in account code?
accounting 18.0
Avatar
Avatar
1
okt. 25
1196
How to re-invoice your customer from a vendor bill?
accounting quickstart
Avatar
1
okt. 25
5109
Community
  • Tutorials
  • Documentatie
  • Forum
Open Source
  • Downloaden
  • Github
  • Runbot
  • Vertalingen
Diensten
  • Odoo.sh Hosting
  • Ondersteuning
  • Upgrade
  • Gepersonaliseerde ontwikkelingen
  • Onderwijs
  • Vind een boekhouder
  • Vind een partner
  • Word een Partner
Over ons
  • Ons bedrijf
  • Merkelementen
  • Neem contact met ons op
  • Vacatures
  • Evenementen
  • Podcast
  • Blog
  • Klanten
  • Juridisch • Privacy
  • Beveiliging
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is een suite van open source zakelijke apps die aan al je bedrijfsbehoeften voldoet: CRM, E-commerce, boekhouding, inventaris, kassasysteem, projectbeheer, enz.

Odoo's unieke waardepropositie is om tegelijkertijd zeer gebruiksvriendelijk en volledig geïntegreerd te zijn.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now