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Analytic Distribution Control

by
Odoo

261.25

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 107
Technical Name fal_analytic_distribution_control
LicenseOPL-1
Websitehttps://www.cluedoo.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 107
Technical Name fal_analytic_distribution_control
LicenseOPL-1
Websitehttps://www.cluedoo.com

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STORY BEHIND THE FEATURES

ODOO'S FUNCTIONS

Odoo offers analytic accounts to track expenses and incomes but lacks controls to prevent over-allocation. Users can inadvertently distribute more than 100%, leading to inaccuracies and financial misreporting, complicating financial tracking and causing inefficiencies.


CLUEDOO'S FUNCTIONS

Cluedoo solves this by implementing strict controls to prevent analytic distributions from exceeding 100%.

​ ​ ​MODULE + ​ ​

​This feature is integrated across Sales Orders, Purchase Orders, Invoices, and Bills. Installing Cluedoo ensures accurate tracking, reliable financial data management, and controlled user access. It includes a warning system to alert users at the 100% threshold and creates user access rights to manage analytic distributions.

HOW TO USE THIS MODULE


Control analytic distribution in line

Assign analytic distribution to Sales order line.

If analytic distribution exceeds 100%,







system will automatically give a warning, and the analytic distribution will not be saved.










Users access rights

Companies can set which users have the ability to set/change the analytic distribution.

To allow this rights, tick these checkboxes in Users -> Extra rights.















Without these rights, users will be able to view analytic distributions but not make any changes.



1. Create new SO > fill the product  which is service type and analytic distribution in SOL > confirm > In Other infor tab: aa filled with aa from Project
Noted: if more than 100% in SOL > can't confirm SO


2. Create new invoice and in Invoice line: 200% analytic > can't confirm invoice











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