Deltatech Account Analytic
by Terrabit https://www.terrabit.ro , Dan Stoica https://www.terrabit.ro
Odoo
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 315 |
| Technical Name |
deltatech_account_analytic |
| License | OPL-1 |
| Website | https://www.terrabit.ro |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 315 |
| Technical Name |
deltatech_account_analytic |
| License | OPL-1 |
| Website | https://www.terrabit.ro |
| Versions | 15.0 16.0 17.0 18.0 |
Deltatech Account Analytic
Overview
The Deltatech Account Analytic module is a comprehensive extension for Odoo’s analytic accounting system, designed to enhance the management and tracking of analytic information. Developed by Terrabit, this module provides advanced features for splitting analytic lines, especially in sales and purchase workflows, allowing for more detailed financial analysis and reporting.
Key Features
Analytic Line Splitting
- Automatic Splitting: Automatically splits sale invoice analytic lines into stock value and margin components when the deltatech_sale_commission module is installed.
- Configuration Settings: Adds “Split Sale Analytic” option in the Odoo settings for enabling/disabling the splitting functionality.
Analytic Account Enhancements
- Split Configuration: Extends the analytic account form with
additional fields:
- “This rule is for splitting” toggle
- “Stock Analytic Account” selection
- “Margin Analytic Account” selection
- “Sale team” selection for split configuration
Integration with Other Modules
- Seamless integration with:
- Account module
- Analytic module
- Sale module
- Purchase module
Enhanced Views and Security
- Custom views for:
- Account analytic defaults
- Account analytic lines
- Analytic split templates
- Analytic split configurations
- Additional security rules and access rights to manage analytic operations
Technical Details
Module Dependencies
- account
- analytic
- sale
- purchase
Included Data Files
- Views:
- res_config_settings.xml
- account_analytic_default.xml
- account_analytic_line.xml
- account_analytic_split_template.xml
- account_analytic_split.xml
- Security:
- security.xml
- ir.model.access.csv
Models Extended
- account.analytic.account: Enhances the analytic account model with additional functionality for splitting and tracking
- Adds related counters and access to invoices and bills from analytic accounts
Benefits
- Improved Financial Analysis: By splitting analytic lines into stock value and margin, the module provides deeper insights into business profitability.
- Enhanced Reporting: More detailed analytic information allows for better financial reporting and decision-making.
- Flexible Configuration: The ability to configure splitting rules at the analytic account level provides flexibility for different business needs.
- Better Integration: Seamless integration with sales and purchase workflows ensures comprehensive tracking of costs and revenues.
Use Cases
- Sales Margin Analysis: Track and analyze sales margins separately from cost of goods sold.
- Team Performance Tracking: Associate specific analytic accounts with sales teams for performance analysis.
- Cost Center Management: Better allocation of costs and revenues to appropriate cost centers.
- Profitability Analysis: More accurate analysis of product and service profitability.
Table of contents
Bug Tracker
Bugs are tracked on Terrabit Issues. In case of trouble, please check there if your issue has already been reported.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Terrabit
- Dan Stoica
Maintainers
Current maintainer:
This module is part of the dhongu/deltatech project on GitHub.
You are welcome to contribute.
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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