Project Search
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-prjc-0006-project-search-4086$ 50.29
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Invoicing (account)
• Project (project) • Purchase (purchase) • Discuss (mail) • Sales (sale_management) |
| Lines of code | 179 |
| Technical Name |
fal_project_search |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-prjc-0006-project-search-4086 |
| Versions | 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Project (project) • Purchase (purchase) • Discuss (mail) • Sales (sale_management) |
| Lines of code | 179 |
| Technical Name |
fal_project_search |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-prjc-0006-project-search-4086 |
| Versions | 18.0 |
ODOO'S FUNCTION
In Odoo, the standard project search and analytic tracking allows users to filter Sales Orders and Invoices by Analytic Account. Users create Sales Orders with analytic distributions, and these distributions are synchronized automatically to Invoices upon confirmation.
CLUEDOO'S FUNCTION
Cluedoo enhances the project search and analytic tracking by improving the linkage and filtering capabilities:
1️⃣ Users can add multiple Analytic Distributions to Sales Orders and still accurately filter and track all associated documents.
2️⃣ Automatic synchronization of analytic accounts from Sales Orders to Invoices is preserved, ensuring consistent analytic data across processes.
3️⃣ In addition to standard filtering by Analytic Account, Cluedoo integrates Project assignment filtering, providing more granular search and reporting options within Sales, Purchase, and Accounting modules.
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1 Go to Sales > Create a new Sales Order > Set Analytic Distribution Note that multiple analytic distributions can be added to the same Sales Order.
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Return to the Search function > Apply Analytic Account filter > All Sales Orders linked to the selected analytic account will be displayed |
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2 Confirm the Sale Order > Create Invoice > Analytic accounts are automatically synchronized from the Sales Order to the Invoice. Go to Accounting > Customers > Invoices > Search by applying Analytic Account filter > All Invoices linked to the selected analytic account will be displayed
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Note: In case a Project is assigned to the Sales Order/Invoice, you may also filter by Project |
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3 The same search behavior applies when filtering by Analytic Account in Purchase.
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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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