Master Date Control in Odoo with the Period Lock & Journal Guard App
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Features
- You can assign permission to specific users to unlock the period.
- Journals can be restricted for a designated time frame.
- Locking the date helps prevent users from posting incorrect transactions.
- Avoids creating conflicting period lock records.
- An 'Unlock' feature is available to remove the lock when needed if user has the permission.
- Install and use it without requiring any more configuration.
- Lock and unlock journals across multiple companies.
Period Lock
- The "Period Lock" module restricts specific journals, by locking transactions within a specified date range. An unlock option is available to reverse the lock when needed. This ensures users are prevented from posting journals after the defined period.
- Go to the "Period Lock" menu.
- In order to create or edit Period Lock avail below permission.
- Enter details in 'Period Lock' form view and lock it.
- 'Unlock' button is available to revert the lock when required.
- Now, creating invoice between 'To Date' and 'From Date' of locked record in Period Lock will not be allowed
- Hence it generates an alert for that.
- Let's create new record of Period Lock to understand constrains.
- It triggers an alert if the "From Date" and "To Date" are set incorrectly.
- There should not be any previous record which overlaps date range of current active record.
- That will trigger the following alert.
- There should not be any pervious record with the same journal and range of date.
- The following alert will get triggered in that case.
