Analytic Line Type + Update analytic item On action/change
Create analytic item type.
Update analytic account on posted Invoice/Bills, Expense & confirmed Sales/Purchase Order.
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo's Analytic accounting helps track expenses and revenues, as well as analyzing the profitability of a project or service. The analytic widget allows the distribution of expenses in one or more analytic accounts.
The need for modification of analytic accounts is common in daily operations.
Currently, the task of changing analytic accounts after already posting invoices, expenses and confirmed sales/purchase orders can be a bit tricky and mundane, especially if done manually.
CLUEDOO BEHAVIOR
Feature 1: Adds "type" (sales/purchase/expense/ timesheet/journal item/etc.) to analytic items.
Feature 2: Adds a tool to control the analytic account modification process and make sure analytic items are modified accordingly.
This includes adding an "Update Analytic" button on the Invoice/Bills, Sales/Purchase Order, and Expense wizards.
CLUEDOO RECOMMENDATIONS
Install on 100% on your database.
HOW TO USE THIS MODULE
Feature 1: Analytic Line Type
1.
Go to Settings and check each box, as seen in the picture.
2
Go to the Accounting app and select the 'Analytic Items' box. Then, fill the form for analytic items.
Feature 2: Update Analytic Item on action/change
Access right to update analytic accounts
1. Activate Developer Mode. Then, go to Settings/ Users & Companies, and choose the intended User.
2. On User setting, check the "Update Analytic Account SO/PO/Expense" box.
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Update Analytic Accounts on posted Invoices/Bills
Example: A posted invoice with analytic accounts in account move lines.
Analytic items already generated for the posted invoice.
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To update a posted invoice's analytics accounts:
1. On an invoice, click on the "Update Analytic" button
2. In the pop-up wizard, modify the analytic distribution on account move lines
3. Click on "Update Analytic".
Result:
1. Analytic accounts are updated on the account move lines.
2. Old analytic items are replaced by the updated ones.
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Note: The "Update Analytic" button is also available on Sales/Purchase Order and Expense.
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Note: Modification of analytic accounts on invoices/bills are subject to lock dates. A User cannot update analytic accounts of posted invoices/bills if the accounting date of the invoice/bill is prior to the lock date.
To set a lock date, go to Accounting -> Accounting->Lock dates.
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