Stock Inventory Backdate

Overview

This module allows you to create backdated inventory adjustments with a specific date and time. Unlike the standard Odoo inventory adjustment, this module creates stock moves with the exact backdated datetime you specify.

Features

• Dedicated Backdated Adjustment Form: Separate interface for creating backdated inventory adjustments
• Historical Inventory Position: View the theoretical inventory quantity at the backdated time
• Full Datetime Support: Specify both date and time for the adjustment
• Proper Backdating: All related records (stock moves, move lines, valuation layers, and account moves) are backdated correctly
• Multi-line Support: Adjust multiple products in a single backdated adjustment
• Lot/Serial Number Support: Handle products with lot/serial number tracking
• Package & Owner Support: Support for advanced tracking features

Usage

Creating a Backdated Inventory Adjustment

1. Go to Inventory > Operations > Backdated Adjustments
2. Click Create
3. Set the Adjustment Date & Time to the desired backdate
4. Select the Location where you want to adjust inventory

Option A: Load All Products 5. Click Load Products to automatically load all products with inventory at that location

• The system will calculate the theoretical quantity at the backdated time for each product

6. Adjust the Counted Quantity for each product as needed
7. The Difference column shows what will be adjusted
8. Click Validate to create the backdated stock moves

Option B: Add Individual Products 5. In the Inventory Lines tab, click Add a line 6. Select the Product you want to adjust

• The system will automatically calculate the Theoretical Quantity at the backdated time

7. Enter the Counted Quantity
   • The Difference is calculated automatically
8. Add more products as needed
9. Click Validate to create the backdated stock moves

Technical Details

How It Works

1. When you validate a backdated adjustment, the module creates standard stock moves
2. The system performs a Physical Stock Adjustment Only.
3. After the moves are processed, it updates the dates via SQL for the moves and lines to ensure proper backdating.
4. Any generated stock.valuation.layer or account.move (accounting) records are automatically removed to ensure no financial impact.

Models

• stock.inventory.backdate: Main model for backdated adjustments
• stock.inventory.backdate.line: Individual product lines in the adjustment

Security

• Stock Users can create, read, update, and delete backdated adjustments
• Stock Managers have full access

Version History

Version 17.0.2.5.1

• Added PDF Report for backdated inventory adjustments.
• Added XLSX Export feature using xlsxwriter.
• Fixed module initialization and updated XML syntax for Odoo 17 compatibility.

Version 17.0.2.4.0

• Refactored to Selective Valuation: Adjustment now generates its primary journal entry, but side-effect "Revaluation" layers are strictly suppressed.
• This ensures the BIA itself is visible in accounting while preventing doubling/tripling of journal entries on other moves.

Version 17.0.2.3.0

• Implemented comprehensive Valuation Bypass via Odoo context.
• Prevents both primary valuation layers and recursive revaluation side-effects on other moves.
• Guarantees strictly Physical Stock Only adjustments even with automated valuation enabled.

Version 17.0.2.2.0

• Changed logic to perform Physical Stock Adjustments Only.
• Automatically removes stock.valuation.layer and account.move records after validation to ensure no financial impact.
• Ideal for correcting stock levels without affecting accounting.

Version 17.0.2.1.0

• Refactored validation logic to use batch processing for improved performance and reliability.
• Fixed uniqueness constraint conflicts on account moves by optimizing the sequence of operations.
• Enhanced SQL error handling for products without automated valuation.

Version 17.0.2.0.0

• Complete redesign with dedicated backdated adjustment form
• Proper backdating of all related records
• Historical inventory position calculation
• Support for lot/serial numbers, packages, and owners

Version 17.0.1.1.0

• Changed fields from Date to Datetime
• Added time support to inventory adjustments

Version 17.0.1.0.0

• Initial release
• Basic backdating functionality

Author

Suherdy Yacob

License

AGPL-3