Level Decomposition: Analytic Accounts, Account Report Group, Product Categories, and Contacts
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-rep-0019-level-decomposition-analytic-accounts-account-report-group-product-categories-and-contacts-6424$ 150.25
Availability |
Odoo Online
Odoo.sh
On Premise
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Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 250 |
Technical Name |
fal_level_decomposition |
License | OPL-1 |
Website | https://www.cluedoo.com/shop/lic-clu-set-rep-0019-level-decomposition-analytic-accounts-account-report-group-product-categories-and-contacts-6424 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 250 |
Technical Name |
fal_level_decomposition |
License | OPL-1 |
Website | https://www.cluedoo.com/shop/lic-clu-set-rep-0019-level-decomposition-analytic-accounts-account-report-group-product-categories-and-contacts-6424 |
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
CLUEDOO BEHAVIOR
Cluedoo introduces a powerful new feature that automatically calculates the hierarchical levels for key fields such as Analytic Accounts , Account Report Group , Product Categories , and Contacts .
MODULE +
CLUEDOO RECOMMENDATIONS
Install on 100% of the database.
HOW TO USE THIS MODULE
FOR ANALYTIC ACCOUNTSGo to Accounting > Configuration > Analytic Accounting > Analytic Accounts > New to create a new analytic account or choose an existing one e.g Here I created a new account called Project ABC and put it in Group C plan - If I go to the internal link of Group C, it shows that Group C has Level 1 for now - If I add a Parent (Group B) for Group C, Group C will have Level 2 and Group B will have Level 1 - If I add a Parent (Group A) for Group B, Group B will have Level 2, Group C will have Level 3, and Group A will have Level 1 |
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FOR ACCOUNT REPORT GROUPGo to Accounting > Configuration > Accounting > Account Report Group > New to create a new report group or choose an existing one - Account Report Group Monday that I just created has Level 1 - If I create Tuesday as Parent Group of Monday, Monday will have Level 2 and Tuesday will have Level 1 - If I continue to create Wednesday as Parent Group of Tuesday, Monday will have Level 3, Tuesday will have Level 2, and Wednesday will have Level 1
Note: You have to choose Is Parent for all reports except the first one you created |
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FOR PRODUCT CATEGORIESGo to Sales > Configurations > Products > Product Categories > New to create a new category or choose an existing one - Category January that I just created has Level 1 - If I create February as Parent Category of January, January will have Level 2 and February will have Level 1 - If I continue to create March as Parent Category of February, January will have Level 3, February will have Level 2, and March will have Level 1
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FOR CONTACTSGo to Contacts > New to create a new contact or choose an existing employee e.g., I choose Adrian Smith If I go to Adrian Smith's profile, he will have Level 1 because I have not added a company. Type in Company Name > Save and Adrian Smith will change to Level 2, his company - DCP Limited will have Level 1 . |
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