Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie
1 Odpowiedz
4200 Widoki

My previous Accounting package gave us 24 hours to cancel transactions before posting became permanent. 

Odoo seems to allow cancelling on EVERYTHING once I allow it.

Can I configure this feature to be selective?  Only within 24 hours?

Awatar
Odrzuć
Najlepsza odpowiedź

The easiest way is to allow cancelling but use Lock Dates to prevent people from cancelling anything prior to the Lock Date.

v10 - Fiscal Year section of Accounting --> Configuration --> Settings

v11 - Accounting --> Adviser --> Actions --> Lock Dates

v12 - Accounting --> Accounting --> Actions --> Lock Dates

There is a lock date for everyone EXCEPT the Accounting Adviser users (normally the CFO/Controller) and there is a lock date for ALL USERS. 

The first lock date can be set daily to the previous day.  The second lock date can be set after the month end close.



Another way would be to create your own Server Action button that conditionally calls the default cancel button:


if (datetime.datetime.now().date() - record.create_date.date()).days > 0:
raise Warning("This entry was posted more than 24 hours ago and can't be Cancelled. Please Reverse it.")
else:
record.button_cancel()

You would then replace the default CANCEL button with a new button linked to this Server Action.

This example allows same day cancellations on the Journal Entry.  You could do something similar on Payments and Bills/Invoices.

Awatar
Odrzuć
Powiązane posty Odpowiedzi Widoki Czynność
0
sie 25
14
1
sie 25
239
0
sie 25
403
1
sie 25
444
0
sie 25
371