A Diumenge 09 Juny 2013 01:35:39, Cédric Krier va escriure:
> On 09/06/13 00:01 +0200, Albert Cervera i Areny wrote:
> > A Dissabte 08 Juny 2013 11:17:08, Cédric Krier va escriure:
> > > On 08/06/13 10:22 +0200, Albert Cervera i Areny wrote:
> > > > A Dissabte 08 Juny 2013 03:41:16, Cédric Krier va escriure:
> > > > > On 08/06/13 00:39 +0200, Albert Cervera i Areny wrote:
> > > > > > - The closing move: which takes makes that when closing the
> > > > > > fiscal year all balance accounts will be zero. If an account has
> > > > > > balance of +10, the account will be added in a move line with a
> > > > > > -10, and so on.
> > > > > 
> > > > > This is weird.
> > > > 
> > > > This is Spain ;-)
> > > > 
> > > > > > The result is that when the year is closed all accounts (P&L and
> > > > > > balance) have a balance of zero.
> > > > > > 
> > > > > > Then, the year is opened with the opening move, which looks like
> > > > > > the closing one but with credit and debit exchanged.
> > > > > 
> > > > > This process should not be done in Tryton.
> > > > > Tryton is designed to defer automaticaly deferral accounts.
> > > > > This is important for the follow for example of the payment of
> > > > > invoices.
> > > > 
> > > > It can be done because what we do in the closing/opening process is
> > > > automatically reconcile the closing and opening move lines.
> > > 
> > > So it is clearly a useless operation.
> > 
> > AFAIU, listing a General Ledger when you don't have an opening moves it
> > means that if you SUM the results of a given account, the result is not
> > the real balance of the account because the application is adding some
> > "magic" that when you query for the balance of the account it is able to
> > query previous fiscal years. Is this correct?
> 
> Yes.
> 
> > > > > > What we do in Tryton is create three special periods: opening
> > > > > > (first day of fiscal year), p&l (last day of fiscal year) and
> > > > > > closing (last day of fiscal year), so the user is able to see
> > > > > > their reports with or without the p&l period and with or without
> > > > > > closing period. As closing and p&l start and end on the same
> > > > > > date (usually Dec 31th), there's no way the correct order is
> > > > > > used in reports.
> > > > > 
> > > > > I don't see the point to see a report where all balance accounts
> > > > > are zero.
> > > > 
> > > > Yes, but you may want to see the report where all P&L are zero and
> > > > currently there's no way to distinguish P&L and closing. That's why
> > > > we cannot relay on date.
> > > 
> > > But as there is no closing, there is nothing to distinguish.
> > 
> > I'm checking with an accountant if those moves are required for legal
> > needs.
> 
> Come one, there will be no answer on this.

Believe me, I prefer not to implement this if not strictly necessary (though I 
would like to know I can implement it as a customer customization if one is 
stubborn enough) but I have doubts the opening move is not necessary . The 
reason is that in Spain one has to certify P&L + Balance Sheet + Trial Balance 
+ General Ledger. I don't know if it is a problem if the sum of an account in 
the General Ledger does not match the Balance Sheet.

> > It is probably subject to interpretation. But even if we can avoid the
> > moves, I'm pretty sure many accountants will end up asking for this.
> 
> We will not change Tryton because people don't understand it and want
> useless behavior.
> 
> > I think using a
> > sequence is not a problem for companies without this special need and
> > ensures that users can create those periods safely.
> 
> I don't see where is the safety?
> 
> > After all, Tryton already allows
> > to create those periods but it simply has no way of sorting them
> > correctly.
> 
> I still don't see any need to sort periods differently excep we could
> sort as second argument by name instead of id.

That would be enough.

-- 
Albert Cervera i Areny
Consultor funcional
Tel. 93 553 18 03
@albertnan
www.NaN-tic.com

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