[REM] Inventory: remove stock valuation documentation

closes odoo/documentation#15457

X-original-commit: f05ba25c11
Signed-off-by: Erin Jerison (erjer) <erjer@odoo.com>

content/applications/inventory_and_mrp/inventory/inventory_valuation/valuation_by_lots.rst

@@ -9,8 +9,7 @@ Track :doc:`inventory valuation <cheat_sheet>` by :doc:`lots or serial numbers
    based on lot or serial numbers.
 #. Track the actual cost of manufactured products, based on the real cost of each tracked component
    used.
-#. Depreciate specific lot or serial numbers when they :doc:`sit in stock for too long
+#. Depreciate specific lot or serial numbers when they sit in stock for too long.
-   <../warehouses_storage/reporting/aging>`.
 
 .. important::
    Please read this :doc:`introduction to inventory valuation <cheat_sheet>` before setting up

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst

@@ -11,5 +11,4 @@ Reporting
    reporting/stock
    reporting/locations
    reporting/moves_history
-   reporting/aging
    reporting/dashboards

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst

@@ -1,225 +0,0 @@
-=========================
-Stock valuation reporting
-=========================
-
-.. |SVLs| replace:: :abbr:`SVLs (stock valuation layers)`
-
-When a company has physical assets, such as inventory, they often want to know approximately how
-much has been spent on these goods, or how much they are worth at the moment. This process of
-assigning a monetary value to account for inventory is known as *stock valuation*.
-
-This value is often reported for accounting purposes. For instance, an insurance company may want to
-know the value of goods stored in a warehouse, in the event of a flood or fire.
-
-:doc:`Stock valuation <../../inventory_valuation/cheat_sheet>` typically utilizes one of two
-accounting systems:
-
-- **Perpetual**: The inventory is constantly (perpetually) being updated, and the value is
-  constantly changing.
-- **Periodic**: The inventory value is checked on an occasional (periodic) basis, and the value is
-  set at this occasional time.
-
-Using :ref:`tracked inventory <inventory/product_management/tracking-inventory>` in Odoo
-necessitates a *perpetual* inventory accounting system because of the need to know when and where
-inventory exists, and how much of it is available or forecasted. There are a few common valuation
-methods used in Odoo: *standard price*, *average cost* (AVCO), and *first in, first out* (FIFO)
-accounting. It is important to know that the valuation method chosen for a product impacts the
-calculation of several fields in the stock valuation reports.
-
-Open the reporting screen
-=========================
-
-Odoo's *Stock Valuation* reporting screen displays the financial value of all tracked inventory,
-according to each product's stock valuation method. This can provide insights into potential issues
-in the supply chain, such as sunken purchase costs or delays in profitability. To access stock
-valuation reporting, go to :menuselection:`Inventory app --> Reporting --> Valuation`.
-
-.. important::
-   The :menuselection:`Reporting` menu in **Inventory** is only accessible to users with
-   :doc:`admin access <../../../../general/users/access_rights>`.
-
-This reporting screen has three different views, or inventory reports — :ref:`list view
-<inventory/warehouses_storage/valuation-report>` (i.e. the default stock valuation report),
-:ref:`pivot view <inventory/warehouses_storage/aging-report>` (i.e. the stock aging report), and
-:ref:`graph view <inventory/warehouses_storage/graph-view>`. Each view can be customized with
-different fields to break down inventory valuation by product, operation type, date, or company.
-
-All three views can be filtered by various fields. To apply filters, click into the search bar at
-the top of the report, or click the drop-down arrow next to it. For example, selecting the filter
-:guilabel:`Has Remaining Qty` will show only products that are currently in stock.
-
-.. _inventory/warehouses_storage/valuation-report:
-
-List view: stock valuation
-==========================
-
-By default, the :guilabel:`Stock Valuation` reporting screen displays in *list view*, represented by
-the :icon:`oi-view-list` :guilabel:`(list)` icon. This report shows a detailed record of stock
-movements and their valuations.
-
-Configure
----------
-
-The following columns are displayed by default:
-
-- :guilabel:`Date`: the date and time when the :ref:`stock move <inventory/warehouses_storage/svl>`
-  was created. The valuation report is sorted by this field by default, emphasizing the importance
-  of time when valuing inventory. To sort the report by a different column, simply click on the
-  column title.
-- :guilabel:`Reference`: the reference document associated with this stock move (e.g., a warehouse
-  receipt, a delivery order, or a manual inventory adjustment).
-- :guilabel:`Product`: the product that is being moved and valued.
-- :guilabel:`Quantity`: the number of units by which this product's stock has increased or
-  decreased in this particular stock move.
-- :guilabel:`Total Value`: the value of the product's stock in this particular stock move,
-  calculated by multiplying the :guilabel:`Quantity` and :guilabel:`Unit Value`.
-
-.. note::
-   If a :guilabel:`Reference` document includes several goods, there will be a separate line item
-   generated on the report for each good.
-
-There are additional fields that can be added to this view to provide more insight into the stock's
-valuation. To add fields, click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon, and select
-the desired fields:
-
-- :guilabel:`Lot/Serial Number`: the uniquely identifying lot or serial number for this product.
-- :guilabel:`Company`: for businesses that operate with multiple companies, this field displays the
-  company by which this stock move took place.
-- :guilabel:`Remaining Quantity`: the number of units remaining for this valuation of the product,
-  after demand has been accounted for (even from other stock moves). This field can be especially
-  helpful for :abbr:`FIFO (First In, First Out)` and :abbr:`AVCO (Average Cost)` accounting, as it
-  conveys which units of stock came into a warehouse first and the value of said stock.
-- :guilabel:`Unit Value`: the cost of one unit of the product for the company (**not** the price to
-  consumers).
-- :guilabel:`Description`: a description of the reason for this stock valuation (typically, a stock
-  move has occurred). By default, this field is set as the concatenation of the
-  :guilabel:`Reference` and :guilabel:`Product` fields. However, the field may also display other
-  important messages for this line item, such as a note stating that the line item is an adjustment
-  due to a change in the product's inventory valuation method.
-- :guilabel:`Remaining Value`: the value of this product's current stock levels for this particular
-  stock move, after demand has been accounted for. Along with :guilabel:`Remaining Quantity`, this
-  field can be especially helpful for :abbr:`FIFO (First In, First Out)` and
-  :abbr:`AVCO (Average Cost)` accounting, as they convey which stock came into a warehouse first and
-  the value of said stock.
-
-.. tip::
-   Some of these settings may not appear unless first enabled in **Settings** application.
-
-.. image:: aging/stock-valuation-report.png
-   :alt: Stock valuation report.
-
-.. _inventory/warehouses_storage/svl:
-
-Stock valuation layers (SVLs)
------------------------------
-
-Each line item in the :guilabel:`Stock Valuation` report represents a record in Odoo's system known
-as a *stock valuation layer (SVL)*. :abbr:`SVLs (stock move layers)` are generated when products
-move in a way that impacts their stock valuation. Specifically, the stock moves that generate
-:abbr:`SVLs (stock move layers)` are warehouse receipts, deliveries, dropshipping orders, and
-dropshipping returns. These stock moves must first be validated (by clicking the
-:guilabel:`Validate` button) for the :abbr:`SVL (stock move layer)` to be created.
-
-If a product's inventory valuation method changes on the product form, new line items are generated
-on the :guilabel:`Stock Valuation` report to reflect the resulting :abbr:`SVLs (stock move layers)`.
-For example, if the valuation method changes from *standard price* to either :abbr:`AVCO (Average
-Cost)` or :abbr:`FIFO (First In, First Out)` accounting, *revaluation entries* will be
-automatically posted to reflect the change in pricing for goods that remain in stock. One entry will
-be negative to "remove" the old pricing, and the second entry will be positive to record the new
-pricing. These entries are connected to journal entries in Odoo's **Accounting** app.
-
-Below is an example of what the :guilabel:`Stock Valuation` report shows when a few stock moves have
-occurred for a product using standard price accounting.
-
-.. image:: aging/before-val-method-change.png
-   :alt: Stock valuation report in standard price accounting.
-
-Conversely, the following image depicts what the *Stock Valuation* report might look like
-after a product has switched from standard price to :abbr:`FIFO (First In, First Out)` accounting.
-
-.. image:: aging/after-val-method-change.png
-   :alt: Stock valuation report after switching from standard price to FIFO accounting.
-
-.. example::
-   The :guilabel:`Remaining Value` and :guilabel:`Remaining Quantity` fields are derived from what
-   occurs at the :abbr:`SVL (stock move layer)` level in Odoo and, as such, are better understood
-   with an example.
-
-   Frankie's Consignment Shop buys sweaters at the cost, or :guilabel:`Unit Value`, of `5.00`
-   dollars. For the first time, Frankie's purchases and receives a :guilabel:`Quantity` of `100.00`
-   sweaters in one stock move, then re-sells and delivers `-10.00` sweaters in a second stock move.
-
-   In the first stock move line item, the :guilabel:`Remaining Quantity` will change from `100.00`
-   to `90.00`, once the second stock move is recorded. This change reflects that, although 100
-   sweaters were originally purchased, only 90 of those sweaters remain in stock and should be
-   counted in the valuation. Similarly, the :guilabel:`Remaining Value` will drop from `$500.00` to
-   `$450.00`. The :guilabel:`Total Value` will remain at `$500.00`, regardless of subsequent
-   transactions.
-
-   On the other hand, the :guilabel:`Remaining Quantity` of the second stock move line item will be
-   recorded and remain at `0.00` because the quantity of `-10.00` was sold. In the system, because
-   the :abbr:`SVL (stock move layer)` was a sale, there is no stock left that needs to be valued
-   from that transaction.
-
-   .. image:: aging/remaining-val-quant.png
-      :alt: Remaining value and quantity are calculated based on :abbr:`SVLs (stock move layers)`.
-
-Change the valuation date
--------------------------
-
-To see the valuation of stock moves at a specific date and time, click the :guilabel:`Valuation At
-Date` button, located in the top-left corner of the :guilabel:`Stock Valuation` page. The report
-will show the :guilabel:`Quantity` and :guilabel:`Total Value` of each stock move.
-
-.. note::
-   The :guilabel:`Remaining Quantity` and :guilabel:`Remaining Value` of the stock moves will *not*
-   be point-in-time for any dates chosen in the past. The stock moves shown when selecting a past
-   date will still display the *current on-hand quantity and value* of the products.
-
-.. example::
-   A business has 100 sofas in stock on January 1st and sells 20 of those sofas on February 1st. The
-   :guilabel:`Remaining Quantity` of the :abbr:`SVL (stock move layer)` will drop from `100.00` to
-   `80.00` on February 1st. If no other stock moves take place, and on February 1st, the
-   :guilabel:`Valuation at Date` is selected as January 1st, the :guilabel:`Remaining Quantity`
-   will still show as `80.00`.
-
-.. _inventory/warehouses_storage/aging-report:
-
-Pivot view: stock aging
-=======================
-
-From the :guilabel:`Stock Valuation` reporting screen, access pivot view by clicking the
-:icon:`oi-view-pivot` :guilabel:`(pivot)` icon. This view is essentially a *stock aging report*, and
-it shows the on-hand quantity and value of inventory by purchase date, which can help monitor
-products with expiration dates.
-
-Configure
----------
-
-By default, the pivot view shows the value of all *product categories* by *day and month*. Clicking
-the :icon:`fa-plus-square` :guilabel:`(plus)` icon in each column or row will reveal a drop-down
-list of options to create a more granular breakdown of the inventory valuation. The drop-down
-options include: :guilabel:`Product`, :guilabel:`Lot/Serial Number`, :guilabel:`Product Category`,
-:guilabel:`Date`, :guilabel:`Company`, or :guilabel:`Add Custom Group` Clicking the
-:icon:`fa-minus-square-o` :guilabel:`(minus)` icon collapses the field back to an empty state.
-
-In the table, the :guilabel:`Remaining Qty` column displays the number of on-hand items, and
-:guilabel:`Remaining Value` displays the total cost of purchasing these items.
-
-.. image:: aging/stock-aging-report.png
-   :alt: Stock aging report, showing product row items and day columns.
-
-.. _inventory/warehouses_storage/graph-view:
-
-Graph view
-==========
-
-The stock value can be depicted graphically by clicking the :icon:`fa-area-chart`
-:guilabel:`(graph)` icon. By default, the graph is displayed in :icon:`fa-line-chart` line chart
-view and filtered to show the cumulative total of all inventory value over time in Odoo.
-
-At the top of the report, a :icon:`fa-bar-chart` bar chart or :icon:`fa-pie-chart` pie chart view
-can be selected instead.
-
-.. seealso::
-   :doc:`Odoo reporting essentials <../../../../essentials/reporting>`

redirects/19.0.txt

@@ -8,6 +8,7 @@ applications/inventory_and_mrp/inventory/product_management/inventory_valuation/
 applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst applications/inventory_and_mrp/inventory/inventory_valuation/cheat_sheet.rst
 applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst applications/inventory_and_mrp/inventory/inventory_valuation/cheat_sheet.rst
 applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst applications/inventory_and_mrp/inventory/inventory_valuation/valuation_by_lots.rst
+applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst applications/inventory_and_mrp/inventory/inventory_valuation/cheat_sheet.rst
 
 # applications/finance