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Parent Analytic Account

by
Odoo

$ 49.56

v 18.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 176
Technical Name fal_analytic_account_parent
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-aap-0013-parent-analytic-account-5533
Versions 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 176
Technical Name fal_analytic_account_parent
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-aap-0013-parent-analytic-account-5533
Versions 18.0

STORY BEHIND THE FEATURES

ODOO BEHAVIOR

In Odoo, the customization of the analytic account's display name was not supported. Users were unable to modify or personalize the display names of analytic accounts, leading to limited flexibility in tracking and managing analytic data.

Additionally, Odoo introduced the Analytic Account Group feature to help organize Analytic Accounts into different categories. However, this grouping was primarily for hierarchical analysis and reporting purposes, meaning that the Analytic Account Group could not be used for actual data recording or operational purposes.

MODULE +

Unlike the previous Odoo feature, the parent can now be used not only for organizing a hierarchical structure but also for recording data. For analysis purposes, we can check the revenue/expense of all children analytic accounts from the analytic parent account. This enables a more dynamic and operationally integrated use of analytic accounts, where parent-child relationships are actionable and can contribute directly to financial and project-related transactions.

Moreover, the customization of analytic accounts' display names offers a more personalized and functional approach to managing analytics.

CLUEDOO RECOMMENDATIONS

​Install on 100% of the database.

CLUEDOO BEHAVIOR

Cluedoo has introduced an extended feature that allows users to customize the display name of analytic accounts . This customization extends to order lines' analytic distribution , where the tailored display names are visible, making it easier to manage complex accounting scenarios.

Furthermore, Cluedoo has reintroduced the concept of the Analytic Account Parent .




Want to get ​ Clued into Cluedoo?

Check out our Parent Analytic Account video tutorial here

HOW TO USE THIS MODULE?

A. ANALYTIC ACCOUNTS' DISPLAY NAME CUSTOMIZATION

1. Go to Settings > Analytics > Tick box Analytic Distribution Python Code to customize the display name.

2. Accounting > Configuration > Analytic Accounting > Analytic Accounts and choose the display name that you want > Save

3. Go to Sales > Quotations > New and fill in the necessary information > Save > Confirm

You will see in the Analytic Distribution the tailored display name that you created before.

B. ANALYTIC PARENT

1. Accounting > Configuration > Analytic Accounting > Analytic Accounts and fill in the Analytic Account's name and choose an Analytic Parent > Save

The Analytic Account's display name will automatically be 'Analytic Account'/'Analytic Parent'

2. In ODS, if an analytic account has a reference, the display name in Analytic Distribution will appear as 'Reference'/'Analytic Account'.

In this module, the reference will not show in Analytic Distribution 's display name, avoid being wordy and confusing.


Raise warning when choosing analytic parent = analytic account itself

C. SEARCH BY CUSTOMIZED DISPLAY NAME

1. Write a Python code

2. Go to Analytic Resource > Analytic Accounts > Create a new analytic account

You will be able to search by your customized Display Name in the Analytic Accounts' list view

3. You can also search by your customized Display Name in the Analytic Distribution 


Odoo Proprietary License v1.0

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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).

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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
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LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
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The above copyright notice and this permission notice must be included in all
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