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Re: Fiscal years and periods in Odoo9

by
Mathieu Laflamme
- 22/12/2015 07:40:28

We use them to auto generate invoices for stuff that relate on the last open period. I.e. warehousing.


Le mar. 22 déc. 2015 02:23, Ferdinand Gassauer <ferdinand.gassauer@camptocamp.com> a écrit :
We use periods and fiscalyear objects to store attachments related to this periods / fiscalyears  (like VAT declarations)


On 2015-12-22 07:08, Jonathan Wilson wrote:
<blockquote cite="mid:CANnnaGG48__oCV0w1C1GrHkuL-jo-nUpCRkEJ6vO42TDgyAm9g@mail.gmail.com" type="cite">
For me, just the ability to define reporting periods would be sufficient, although the ability to lock out date ranges (a.k.a periods) is useful. 

Additionally, I think it would be a good idea to have dynamic reporting periods like "RQ1" (this rolling quarter) + "LY-RQ1" + "RQ2" etc, "R12M " (rolling 12 months), LY-R12M. Although possible, it is time consuming and error prone, attempting this current V9 financial reporting. Also, the ability to store selections so they can easily be used again. All these changes are really only to the reporting module, and although I'm not so much of a tech guy any more (sigh), I believe Odoo S.A. have made it "easy" to do these sorts of extensions (according to Quentin).

Jonathan Wilson
ph: +61 3 8506 0393
mob: +61 4 000 17 444
2013 & 2015 Odoo Best Partner Asia/Pacific
Creators of  Odoo-Pentaho integration project





On 22 December 2015 at 03:53, <Bidoul@pad.odoo-community.org> wrote:

On Mon, Dec 21, 2015 at 5:08 PM, Frédéric Clementi <frederic.clementi@camptocamp.com> wrote:
Hello Stephane,

I know that you have a specificity on your current project

Which project? :) No nothing for a specific project, I'm just trying to find the best solution.
 
but I do not want to be obliged to use period since the accounting date do the job because end-users then will ask for group by, advanced filtering, analysis views, reports...with periods.

That's a valid point. 

-sbi 

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