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[ADD] Inventory: add stock valuation cheat sheet
An adaptation of the venerable business memento from 8.0 to the new inventory valuation mechanics of Odoo 19.0 by scavenging and cobbling together of the scripts `entries.js` and `coa-valuation.js`. The shared data is kept in a separate file. Task ID: 5107300
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content/applications/finance/accounting.rst

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@@ -282,7 +282,7 @@ available methods are standard price, average price, :abbr:`LIFO (Last-In, First
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:abbr:`FIFO (First-In, First-Out).`
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.. seealso::
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:doc:`../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config`
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:doc:`../inventory_and_mrp/inventory/inventory_valuation/inventory_valuation_config`
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.. _accounting/retained-earnings:
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content/applications/finance/accounting/get_started/avg_price_valuation.rst

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@@ -26,12 +26,12 @@ valuation <inventory/avg_price/leaving_inventory>`.
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.. note::
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This document addresses a specific use case for theoretical purposes. For instructions on how to
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set up and use |AVCO|, refer to the :doc:`inventory valuation configuration
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<../../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>`
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<../../../inventory_and_mrp/inventory/inventory_valuation/inventory_valuation_config>`
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doc.
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.. seealso::
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- :doc:`Using inventory valuation
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<../../../inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation>`
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<../../../inventory_and_mrp/inventory/inventory_valuation/using_inventory_valuation>`
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- :ref:`Other inventory valuation methods <inventory/warehouses_storage/costing_methods>`
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Configuration
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.. seealso::
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:doc:`Inventory valuation configuration
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<../../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>`
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<../../../inventory_and_mrp/inventory/inventory_valuation/inventory_valuation_config>`
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Using average cost valuation
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============================
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- **Purchase Price**: estimated price of products at the reception of products (since vendor bills
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may arrive later). The amount includes not only the price for the products, but also added costs,
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such as shipping, taxes, and :doc:`landed costs
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<../../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`. At
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<../../../inventory_and_mrp/inventory/inventory_valuation/landed_costs>`. At
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reception of the vendor bill, this price is adjusted;
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- **Final Qty**: quantity of on-hand stock after the stock move.
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content/applications/finance/fiscal_localizations/mexico.rst

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@@ -1553,7 +1553,7 @@ Configuration
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~~~~~~~~~~~~~
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In order to track the correct customs number for a specific invoice, Odoo uses :doc:`landed costs
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<../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`. Go to
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<../../inventory_and_mrp/inventory/inventory_valuation/landed_costs>`. Go to
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:menuselection:`Inventory --> Configuration --> Settings`, and in the :guilabel:`Valuation` section,
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make sure that :guilabel:`Landed Costs` is activated.
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Number` but **not** :guilabel:`By Quantity`.
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- :guilabel:`Invoicing Policy` **must** be set to :guilabel:`Delivered quantities`.
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- :doc:`Valuation by lots/serial numbers
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<../../inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots>`
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<../../inventory_and_mrp/inventory/inventory_valuation/valuation_by_lots>`
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**must** be enabled.
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This will make the field :guilabel:`Customs invoicing` available on the :guilabel:`Accounting` tab.
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.. note::
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The feature works regardless of whether the :doc:`inventory valuation
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<../../inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation>`
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<../../inventory_and_mrp/inventory/inventory_valuation/using_inventory_valuation>`
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is set to either :guilabel:`Periodic (at closing)` or :guilabel:`Perpetual (at invoicing)`.
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.. image:: mexico/mx-landing-configuration.png
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While it is possible to add costs related to the customs number at this stage of the process, it
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is highly recommended to create a landed cost from a vendor bill from your customs agent. Learn
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more about :doc:`Landed Costs here
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<../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`.
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<../../inventory_and_mrp/inventory/inventory_valuation/landed_costs>`.
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.. warning::
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The :guilabel:`Customs number` field is not editable once it is set, and cannot be repeated,

content/applications/finance/fiscal_localizations/peru.rst

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@@ -1003,12 +1003,12 @@ Several configurations related to the product or product category are necessary
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- **Automatic inventory valuation**: For storable goods (:dfn:`products with tracked inventory`),
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use :doc:`automatic inventory valuation
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<../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>`.
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<../../inventory_and_mrp/inventory/inventory_valuation/inventory_valuation_config>`.
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Once automatic inventory valuation is enabled, this valuation method can be enabled for
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a product's :ref:`product category <inventory/warehouses_storage/valuation-on-product-category>`.
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- **Costing method:** Storable goods must use a :doc:`costing method
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<../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>`
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<../../inventory_and_mrp/inventory/inventory_valuation/inventory_valuation_config>`
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**other** than :guilabel:`Standard Price`, as the journal entries generated from stock moves are
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used to populate the |PLE| reports.
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content/applications/inventory_and_mrp/inventory.rst

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@@ -19,3 +19,4 @@ users to easily manage lead times, automate replenishment, configure advanced ro
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inventory/product_management
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inventory/warehouses_storage
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inventory/shipping_receiving
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inventory/inventory_valuation
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@@ -7,6 +7,7 @@ Inventory valuation
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.. toctree::
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:titlesonly:
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inventory_valuation/cheat_sheet
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inventory_valuation/inventory_valuation_config
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inventory_valuation/using_inventory_valuation
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inventory_valuation/landed_costs

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