Automatic fill budget on quotation

by
Odoo

31.25

v 9.0 v 10.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting and Finance (account_accountant)
Sales (sale)
Invoicing (account)
Discuss (mail)
Technical Name opencloud_automatic_fill_budget
Websitehttps://www.odoo.com/page/employees
Versions 10.0 9.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting and Finance (account_accountant)
Sales (sale)
Invoicing (account)
Discuss (mail)
Technical Name opencloud_automatic_fill_budget
Websitehttps://www.odoo.com/page/employees
Versions 10.0 9.0

Automatic fill budget on quotation

This module provides you with following features
  • This module will automatic fill the budget when the user clicks on "Confirm sale" on the Quotation.
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How it works

The module will create two "Budget Position", Recipe and expense, the recipes will be associated with all the accounts started by 6 and the expenses associated with all the accounts started by 7.

If already exist "Budget Positions" with the names "Recipe" or "Expense" the module will use them.

Confirm sale button

The "Confirm sale" button will create in the background the budgets and their lines and associate to the analytic account present in the "Quotation"

The Analytic Account

The Analytic Account will have two lines for each line in the quotation, one for the recipes and one for the expenses

Opencloud Software develops software solutions in cloud to help the companies to computerize and improve management processes and daily operations. We provide solutions based on Odoo, which are official and certified partners. Opencloud has all the legal requirements to distribute the Odoo invoice module in Portugal.

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