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Analytic Propagation from Customer Invoice/Vendor Bill

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Versions: V18


ODOO'S FUNCTION

By default Odoo, there is no Analytic Propagation from Customer Invoice or Vendor Bill at the top level.

CLUEDOO'S FUNCTION

CLuedoo enhances this process by:

  1. Add a new field: Analytic Propagation on the Invoice/Bill level, which then inherited from Sales Order/Purchase Order
  2. Have one field Project Account (project_account_id) in Invoice/Bill 
  3. Invoice/Bill Line analytics is inherited from Sales Order Line/Purchase Order Line

When the Analytic Distribution is filled, 

  • Project Account (project_account_id) will be the analytic project in the top level 
  • Project (project_id) will be the project which links with the analytic account
  • Analytic Distribution in Invoice Line/Bill Line will be propagated from Analytic Distribution

Note that:

  • In case the Invoice/Bill created from Sales Order/Purchase Order, the Analytic Distribution will be propagated from Sales Order/Purchase Order and the Invoice/Bill line analytics is inherited from Sales Order Line/Purchase Order Line. They can work manually if needed.

  • The analytic distribution on top should be editable in draft only. If the Invoice/Bill is confirmed, we should not be able to edit in mass and should use the button "update analytic".