Analytic Propagation from SO to Customer Invoice
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-aap-0033-analytic-propagation-from-so-to-customer-invoice-6605$ 50.00
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
In Odoo, when a Sales Order (SO) has an Analytic Account assigned at the SO level, but different Analytic Distributions are defined at the Sales Order Line level, this discrepancy leads to an issue when generating an invoice. Upon invoice creation, Odoo propagates both the Sales Order’s Analytic Account and the Analytic Distributions from the Sales Order Lines to the Invoice Lines, resulting in a duplicated allocation - effectively creating a 200% Analytic Distribution in the Invoice Lines.
CLUEDOO BEHAVIOR
Cluedoo introduces a feature that ensures consistency in analytic account propagation. With this feature:
- The Analytic Account from the Sales Order is automatically assigned to all Sales Order Lines
- Odoo’s default behavior of propagating both the Sales Order’s Analytic Account and the Sales Order Lines' Analytic Distributions to the Invoice Lines is locked, preventing duplication.
As a result, invoices generated from Sales Orders will maintain accurate and balanced Analytic Distributions, avoiding the 200% allocation issue.
CLUEDOO RECOMMENDATION
Install on 100% of your database.
OUR FEATURES AS SOLUTIONS
Analytic Propagation from SO to Customer Invoice to avoid 200% Analytic Distribution
HOW TO USE THIS MODULE
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1. Create a Sales Order > Add product(s) > Under Other Info tab, fill in the Analytic Account for this SO > Confirm Note: Analytic Account for Sales Order no longer exists from Odoo 18 |
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2. The Analytic Account will automatically be propagated to Analytic Distribution in Sales Order Lines |
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3. Change the Analytic Distribution if needed > Create Invoice |
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4. On Invoice Lines, the Analytic Distribution has been inherited from the Sales Order Lines |
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| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 52 |
| Technical Name |
fal_analytic_account_sale |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-aap-0033-analytic-propagation-from-so-to-customer-invoice-6605 |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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