Over-ride transaction dates when entering historical data (v17)

Question

Hello,
I am new to Odoo and have not worked with an ERP system for many years. I want/need to enter several historical PO's and SO's extending back a few years to create previous year financial records. Is there a way to over-ride the automatic use of current date until all historical transactions are entered and reconciled?
I entered in the original PO date for RFQ but system used current date when converting into PO, Consequently the inventory dates are wrong

Joan Nicholson · Answer

Good idea. Was trying to build the history in the database. only have a handful of SO and PO to enter

Niyas Raphy (Walnut Software Solutions) · Answer

Hi,
Instead of recording old transactions, you can start by putting an opening balance for customers and inventory.
if you want the old transactions to be in the system, instead of creating SO and PO, try creating customer invoice or vendor bills directly and for the stock transaction, create an inventory adjustment with current date and you can add the stock opening.
Thanks

Powiązane posty	Odpowiedzi	Widoki
Problem with Purchase Orders and Stock Quantities in Odoo Rozwiązane inventory purchase_order	1 wrz 24	1646
need to give inventory users validate access to deliveries and receipts inventory purchase_order	2 kwi 24	2147
How to list Purchase Orders that has not been received completely (Odoo 16)? Rozwiązane inventory purchase_order	2 cze 24	4103
API xmlrpc - upload an attachment to purchase.order Rozwiązane attachment inventory purchase_order	2 lip 25	2215
imported products purchase not showing on hand qyt Rozwiązane inventory purchase_order onhand	1 paź 24	970

To pytanie dostało ostrzeżenie

Podoba Ci się ta dyskusja? Dołącz do niej!