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[IMP] Inventory: add 'Changes in Odoo 19' to valuation cheat sheet

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A section explaining the differences between Odoo 18 and Odoo 19
inventory valuation systems.

Task ID: 5107300

closes odoo/documentation#15055

X-original-commit: b03eb2ebf5
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
This commit is contained in:
Lulu Grimalkin (lugr)
2025-10-27 14:08:19 +00:00
parent ab3fa8f984
commit 8e7715ec40
1 changed files with 49 additions and 1 deletions
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content/applications/inventory_and_mrp/inventory/inventory_valuation/cheat_sheet.rst
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@@ -8,6 +8,10 @@ Valuation cheat sheet
.. rst-class:: full-width .. rst-class:: full-width
.. important::
This documentation is for Odoo 19 or later.
:ref:`Discover why we changed. <changes-in-19>`
Costing Methods Costing Methods
=============== ===============
@@ -345,7 +349,7 @@ Reporting
In Inventory In Inventory
------------ ------------
Open :menuselection:`Inventory -- > Reporting --> Stock` to view your current inventory level and Open :menuselection:`Inventory --> Reporting --> Stock` to view your current inventory level and
valuation for each product, or to review historical data as of a previous date. valuation for each product, or to review historical data as of a previous date.
.. h:div:: doc-aside .. h:div:: doc-aside
@@ -406,3 +410,47 @@ and :ref:`Journal Entries Configuration <journal-entries>` sections.
.. h:div:: doc-aside .. h:div:: doc-aside
.. image:: cheat_sheet/valuation-accounting.png .. image:: cheat_sheet/valuation-accounting.png
.. _changes-in-19:
Changes in Odoo 19
==================
Before Odoo 19, the Perpetual accounting method was implemented by posting real-time accounting
entries at each stock movement. That created a lot of journal items in accounting, which was an
issue for performance, general ledger clarity and auditability.
Since Odoo 19, the Perpetual method impacts the stock valuation account at the invoice level. The
closing entry is then used to manage bills to receive, invoices to issue, deferred revenues, prepaid
expenses, and other gaps between inventory values and accounting ones.
.. h:div:: feature-table doc-aside
+-----------------------+--------------------------------+--------------------------------+
| | Odoo 18 | Odoo 19 |
+=======================+================================+================================+
| Periodic Continental | :meh:`Manual closing` | :good:`Automated closing` |
+-----------------------+--------------------------------+--------------------------------+
| Periodic Anglo-Saxon | :bad:`Not supported` | :good:`Fully supported` |
+-----------------------+--------------------------------+--------------------------------+
| Perpetual Continental | :meh:`Manual closing` | :good:`✓` |
+-----------------------+--------------------------------+--------------------------------+
| Perpetual Anglo-Saxon | :meh:`Manual closing` | :good:`✓` |
+-----------------------+--------------------------------+--------------------------------+
| Accounting valuation | :meh:`Requires inventory` | :good:`Accounting only` |
+-----------------------+--------------------------------+--------------------------------+
| Perpetual Entries | :good:`Invoices + every moves` | :good:`Invoices + one closing` |
+-----------------------+--------------------------------+--------------------------------+
| Invoices to issue | :bad:`✗` | :good:`✓` |
+-----------------------+--------------------------------+--------------------------------+
| Prepaid expenses | :bad:`✗` | :good:`✓` |
+-----------------------+--------------------------------+--------------------------------+
| Bills to receive | :bad:`✗` | :good:`✓` |
+-----------------------+--------------------------------+--------------------------------+
| Deferred revenues | :bad:`✗` | :good:`✓` |
+-----------------------+--------------------------------+--------------------------------+
| Performance | :bad:`Slower` | :good:`Faster` |
+-----------------------+--------------------------------+--------------------------------+
| General ledger | :good:`More journal entries` | :good:`Fewer journal entries` |
+-----------------------+--------------------------------+--------------------------------+