I want to close a fiscal year in one database and generate opening entries, then I want to carry forward opening balances for all the partners, taxes and products in a freshly created database. Please if anyone have a solution to it help me here. Its very urgent. The basic idea is to keep the data of each fiscal year separately.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Účtovníctvo
- Sklady
- PoS
- Project
- MRP
This question has been flagged
1
Odpoveď
5721
Zobrazenia
There is no automated process, so the steps you will need to do in the new database are: - create the chart of accounts - suggest you export from instance 1 and import to instance 2 so ids etc the same - export and import products - export and import customers - create the opening journal entry - relatively straight forward apart from debtors/creditors assuming you want these at an invoice level. For these you will need to either journal in separately or create the invoices & then reverse the created GL entries
Frankly, the real answer is not to do this - i,e, why are you trying to do something that adds no business value. All the data is reportable by fiscal year so I can't see any benefit.
Anyway, good luck
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrácia| Related Posts | Replies | Zobrazenia | Aktivita | |
|---|---|---|---|---|
|
|
0
mar 15
|
3681 | ||
|
3
dec 19
|
8224 | ||
|
0
sep 22
|
2405 | ||
|
0
mar 23
|
5023 | ||
|
1
nov 19
|
7232 |
