From 0c031a5e8f9dc049fc35efea26ab1a3989078215 Mon Sep 17 00:00:00 2001 From: Laura Date: Mon, 4 Nov 2024 16:34:46 +0200 Subject: [PATCH] VL moduliai - Inventorization act ir write-off act --- .../inventory/reports/inventorization_act.rst | 17 +++++++++++++---- .../inventory/reports/write-off_act.rst | 10 +++++----- 2 files changed, 18 insertions(+), 9 deletions(-) diff --git a/content/via_laurea_modules/inventory/reports/inventorization_act.rst b/content/via_laurea_modules/inventory/reports/inventorization_act.rst index 71e2a96ad6..db7b9735c7 100644 --- a/content/via_laurea_modules/inventory/reports/inventorization_act.rst +++ b/content/via_laurea_modules/inventory/reports/inventorization_act.rst @@ -13,10 +13,18 @@ Daily Use Scenarios ------------------- In the opened window, specify when the inventory starts and ends. -- Locations: specify from which warehouse "location" the items are inventoried. -- Filling Form: this is the inventory form adapted for manual entry of actual quantities. -- Choose whether to display items whose quantities have changed at the top of the table. Choose whether to combine locations and serial numbers. By default, a vertical sheet is printed, but there is an option to print a horizontal sheet. -- Fill in the inventory accounting date. Select inventory adjustment, enter the basis for preparation, date, chairman of the commission, members, materially responsible persons, and accountant. + +- **Starts, Ends** - when the inventory starts and ends. Fill in not only the date, but also the hour and second accuracy. +- **Locations** - specify from which warehouse "location" the items are inventoried. +- **Filling Form** - this is the inventory form adapted for manual entry of actual quantities. +- **Products whose quantity has changed are shown at the top of the table** - can be marked. +- **Combine locations** - can be marked. +- **Combine serial numbers** - can be marked. +- **Vertical sheet** - by default, a vertical sheet is printed, but there is an option to print a horizontal sheet. +- **Accounting date** - fill in the inventory accounting date. +- **Select inventory adjustment** - optional. + +You may also enter the basis for preparation, date, chairman of the commission, members, materially responsible persons, accountant, etc. .. image:: inventorization_act/img02.jpg :alt: Inventory start and end dates @@ -41,4 +49,5 @@ Note ---- - Shortage/Surplus is calculated by subtracting the Accounting Quantity from the Actual Balance. At the bottom of the act, the Shortage value is shown with a minus sign, and the Surplus with a plus sign. + - It is very important to note that the inventory act itself does not take data from what happened on the Inventory Day with transfers (IN, OUT, Internal, Write-offs). However, if this was done, it distorts the act with values. For example, if you conducted an inventory on 2023-12-28 and an OUT operation occurred on that day, the product is no longer in the warehouse, but the inventory was already started, and in this case, it is recorded that the quantity remained as it was unless a quantity adjustment was made during the inventory. This is a very important point: no transfers can be made during the inventory, except for the inventory adjustments themselves. \ No newline at end of file diff --git a/content/via_laurea_modules/inventory/reports/write-off_act.rst b/content/via_laurea_modules/inventory/reports/write-off_act.rst index 5c8c677245..282424bcd7 100644 --- a/content/via_laurea_modules/inventory/reports/write-off_act.rst +++ b/content/via_laurea_modules/inventory/reports/write-off_act.rst @@ -5,7 +5,6 @@ Introduction ------------ - Extension of the standard Odoo functionality for scrapping: the ability to print a scrap report. -- This module contributes to compliance with Lithuanian accounting standards in the Odoo system, if applicable. Installation and Configuration ------------------------------ @@ -16,18 +15,19 @@ Installation and Configuration Daily Use Scenarios ------------------- -- Using the standard Odoo functionality, navigate to Inventory -> Operations -> Scrap. Enter one or more product scraps from the warehouse. +Using the standard Odoo functionality, navigate to Inventory -> Operations -> Scrap. Enter one or more product scraps from the warehouse. .. image:: write-off_act/image01.jpg Reports and Documentation ------------------------- -- After entering the document, it is possible to print the scrap report. +After entering the document, it is possible to print the scrap report. .. image:: write-off_act/image02.jpg -- In the window that opens, the following fields need to be filled in: +In the window that opens, the following fields need to be filled in: + - **Scrap Report Date**: Select the date. - **Scrap Report Number**: Manually enter the number (there is no automatic numbering). - **Scrap Basis, Commission Established, Commission Suggests**: Texts that will appear in the report; not mandatory to fill in. @@ -39,7 +39,7 @@ Reports and Documentation .. image:: write-off_act/image04.jpg -- If needed, the scrap report can also be printed from the list view in the standard way. +If needed, the scrap report can also be printed from the list view in the standard way. Updates and Version Control ----------------------------