Recent Effective Date Field

In many business operations, it's important to track product movement trends and identify inactive products. The Recent Effective Date Field feature introduces a new field on the Sales Order form that shows the latest stock move date for each product included in the order.

Key Functional Aspects

1. The field, Recent Effective Date, is dynamically computed based on the most recent stock. Move associated with each product in the sales order.
2. This field is made available for selection in the "Time Field" configuration when setting up Recycle Record Rules.
3. Using this field, users can filter out products that haven't moved (i.e., no recent stock activity) within a specified time frame.

This feature enables proactive management of obsolete or slow-moving inventory by providing clear insight into product activity.

Example Use Case

A product manager wants to identify all products in recent sales that haven’t been moved in the last 6 months for potential discontinuation. By using the Recent Effective Date in a Recycle Rule, they can:

1. Set a time threshold (e.g., 180 days).
2. Filter sales order lines based on the Recent Effective Date.
3. Automatically generate a report of products without recent stock moves.

This data can then inform purchasing, sales, or inventory clearance decisions.

Key Benefits

1. Enhanced Traceability
   Tracks the most recent stock movement for each product.
2. Lifecycle Control
   Helps identify dormant or inactive inventory using Recycle Rules.
3. Dynamic Filtering
   Integrates seamlessly into Odoo’s rule engine for smart inventory cleanup.
4. Data-Driven Decision
   Supports better planning for procurement and product lifecycle management.
5. Time Field Integration
   Fully compatible with any time-based logic in Odoo for automation and rule setup.

Conclusion

The Recent Effective Date Field empowers businesses to maintain a clean and efficient product catalog by tracking recent stock movements directly on Sales Orders. This feature enhances both strategic decision-making and automated rule-based product lifecycle management.