Budget Line: filter product and partner
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-ctr-0011-budget-line-filter-product-and-partner-6031$ 251.43
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Purchase (purchase) • Invoicing (account) • Discuss (mail) |
| Lines of code | 144 |
| Technical Name |
fal_budget_partner_product |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-ctr-0011-budget-line-filter-product-and-partner-6031 |
| Versions | 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Purchase (purchase) • Invoicing (account) • Discuss (mail) |
| Lines of code | 144 |
| Technical Name |
fal_budget_partner_product |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-ctr-0011-budget-line-filter-product-and-partner-6031 |
| Versions | 18.0 |
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo's Budget allows business to plan a desired financial outcome and then measure the actual performance against its plan. Odoo uses budgetary position and analytic account to identify budgeting object.
CLUEDOO'S FUNCTIONS
Cluedoo adds additional filters to specify tracking on product and partner. A company can even track budgeting without needing analytic accounts of products and partners.
BUSINESS CASE
Company A wants to plan and track quarterly sales from their 3 main products via different sales channels.
OUR FEATURES AS SOLUTIONS
Adds additional Product and Partner filtering on Budget Line
HOW TO USE THIS MODULE
1. On Accounting, go to Budgets and create a new quarterly budget.
2. In this example, for each Analytic Account (Sales Channels), the user specifies the sales budget from every 3 main products as well as other products (ie: all products excluding the 3 products selected above).
The user could even add multiple products on one budget line.
3. The inputted budget lines will be automatically updated in mentioned Analytical Accounts.
4. When a new invoice/analytic item is generated from one of the 3 main products and analytic account "Direct-to-customer", the revenue will be accounted as "Practical Amount" in the corresponding budget line.
Note: Achievement is 0% because the invoice/analytic item is recorded in the future.
5. When a new invoice/analytic item is generated from a product that isn't included in the 3 main products and the analytic account "Retail", the revenue will be accounted as "Practical Amount" in the corresponding budget line.
6. The filter for Partners in the Budget line works the same as the Product filter.
The user could even combine the Product and Partner filters for more specific tracking.
V18 Behavior
V18 Behavior
|
1. On Accounting, go to Budgets and create a new quarterly budget.
|
|
|
2. In this example, for each Projects, the user specifies the sales budget from every 3 main products as well as other products (ie: all products excluding the 3 products selected above).
|
|
|
3. The inputted budget lines will be automatically updated in mentioned Projects. |
|
|
4. When a new invoice/analytic item is generated from one of the 3 main products and analytic account "Camp to camp", the revenue will be accounted as "Achieved" in the corresponding budget line.
|
|
|
5. When a new invoice/analytic item is generated from a product that isn't included in the 3 main products and the analytic account "Camp to camp", the revenue will be accounted as "Achieved" in the corresponding budget line. |
|
|
6. The filter for Partners in the Budget line works the same as the Product filter.
|
|
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.
Please log in to comment on this module