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Default Analytic Account by User and Company

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Odoo
v 18.0 Third Party 64
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User & Company Default Analytic Account

Automate Analytic Distribution in Odoo 18

Author: Esteban Viniegra Perez Olagaray esteban@eviniegra.software
For Odoo 18 Community & Enterprise

Streamline your accounting workflow by automatically assigning analytic accounts to invoice lines based on User or Company defaults. Includes a powerful mass-update feature directly on the invoice.

Key Features

  • User-Level Defaults: Assign a specific analytic account to each user (e.g., for salespeople or department heads).
  • Company-Level Defaults: Set a fallback analytic account for the entire company.
  • Smart Priority Logic: The system automatically selects the best account based on a hierarchy: Invoice Header > Company > User.
  • Mass Update Tool: Use the "General Analytic Account" field on the invoice header to force a specific account onto all lines instantly.
  • Fallback Mechanism: If you remove the General Account, lines automatically revert to their default Company or User settings.
  • Odoo 18 Ready: Fully compatible with the new JSON-based analytic_distribution field.

Configuration

1. User Configuration

Go to Settings > Users & Companies > Users.

Open a user, go to the Access Rights tab, and find the Multi Companies section.


Define the specific analytic account for this user.

2. Company Configuration

Go to Settings > Users & Companies > Companies.

Open your company form. Check the General Information tab.


Set a fallback account if the user doesn't have one.

Usage Workflow

When creating an invoice, the system auto-fills the analytic distribution. You can also override everything using the header field.

  1. Automatic Assignment: As you add invoice lines, the system checks if a "General Analytic Account" is set on the header. If not, it checks the Company default, then the User default.
  2. Mass Editing: Select an account in the "General Analytic Account" field (in the invoice header). All existing lines will be updated immediately.
  3. Resetting: Clear the "General Analytic Account" field to restore the lines to their original defaults (Company or User based).

Credits

Developed by Pridecta for Odoo 18.

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 132
Technical Name default_analytic
LicenseLGPL-3
Websitehttps://pridecta.es

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