Demo video: Stock Move & Account Move Links
Overview
By default, Odoo does not provide direct links between stock moves and accounting entries. This makes it difficult to track and control accounting data related to inventory. The Stock Move & Account Move Links module addresses this issue by improving the interface and providing necessary fields for accountants and warehouse managers to easily reconcile data between the two modules.
Key Features
- Links between Stock Moves and Accounting Entries
- Display "Journal Entries" button on stock move interface for quick access to related accounting entries.
- On the Journal Entry interface, add fields:
- Stock Move: Display information about source and destination locations of products in stock moves.
- Picking: Link to related delivery/receipt document.
- On the Journal Items interface, display "Picking" field for accountants to quickly look up corresponding stock moves.
Benefits
- Enhanced Inventory Accounting Control
- Helps accountants easily reconcile accounting entries with related stock moves.
- Time-saving in Data Lookup
- No need for manual searching between entries and inventory documents, all information can be accessed directly from the interface.
- Reduced Errors in Data Reconciliation
- Ensures transparency and accuracy in accounting records for stock movements.
Target Users
- Accountants
- Facilitates easy tracking and control of inventory-related accounting entries.
- Warehouse Managers
- Supports verification and confirmation of stock moves against accounting records.
- Businesses Requiring Strict Inventory Accounting Control
- Particularly suitable for businesses with complex warehouse systems requiring accurate accounting reconciliation.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_stock_account_moves_link.
- Press Install.
How to use
Instruction video: Stock Move & Account Move Links
Access rights
Users need to have the Accountant access right of the Accounting app to see the journal entries on the inventory transfer view.
Check journal entries and journal items
Journal Entry
On the stock transfer view, you will see the Journal Entries button:
Press this button to see the related entry: the Stick Picking field will show the related transfer.
Journal Items
Navigate to Accounting > Accounting > Journal Items, and find the item you need to check. Here you will see the following fields:
- Stock Move: show the originated inventory transfer of this journal item.
- Stock Picking: the related transfer sheet.
Note: With inventory adjustment, you will only see the Stock move information.
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