Disallow "period close and permanent close" when unposted documents exists

Description

This improvement disallow period close or permanent period close, when documents with docstatus Completed are un-posted.

this improvement, resolve forgotten un-posted documents either costing or regular one.

Environment

v11

Activity

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Peter Takacs July 11, 2023 at 1:24 PM

Documentation:

Carlos Ruiz March 7, 2023 at 10:37 AM

Pending to document the new SysConfig variable

Carlos Ruiz February 17, 2023 at 11:24 AM

- on the other hand, when you find a situation like that, you don’t need to create a plugin to overcome the validation, but to make it configurable, normally we’re very open to add SysConfig stuff (or other ways) when there is a valid use case.

Chuck Boecking February 17, 2023 at 12:11 AM

- I am good with what you choose. I believe you understand my point, and I appreciate your consideration. Thank you!

Carlos Ruiz February 16, 2023 at 7:12 PM

Hi - yes I agree with you on that one.

But, specifically to this case I see it like this:

Before this change:

  • you can close the period even if you have pending completed documents to post

  • then you’re in trouble because those documents cannot be posted (Period Closed error), and you’re forced to reopen the period to be able to post - and create a small window for users to enter documents in a period that was supposedly closed

After this change:

  • you can not close the period because you have pending completed documents to post

  • the accountant can do “Document Close Period”, so they are still able to post, but the users cannot enter documents

I mean, without IDEMPIERE - 5575 there could be the problem that Chuck describes. But that’s solved in an even better way than before because of 5575.

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Created February 14, 2023 at 3:09 PM
Updated July 11, 2023 at 1:24 PM
Resolved July 11, 2023 at 1:23 PM