Skip to Content

Propagate Analytics from SO > Transfer > Valuation > Invoice

by
Odoo

$ 251.43

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 69
Technical Name cds_analytic_valuation_layer_sales
LicenseLGPL-3
Websitehttps://www.cluedoo.com/shop/lic-clu-set-acc-0066-propagate-analytics-from-so-transfer-valuation-invoice-6978
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 69
Technical Name cds_analytic_valuation_layer_sales
LicenseLGPL-3
Websitehttps://www.cluedoo.com/shop/lic-clu-set-acc-0066-propagate-analytics-from-so-transfer-valuation-invoice-6978


ODOO'S FUNCTION

In standard Odoo, analytics from a Sales Order (SO) do not consistently flow through the entire chain ( SO → Delivery Transfer → Stock Valuation Layer → Customer Invoice ).


CLUEDOO'S FUNCTION

CLuedoo  ensures analytics flow end-to-end across the sales chain.

1️⃣ Automatic propagation : Analytic accounts/tags set on SO lines flow to transfers, stock valuation layers, and invoices.
2️⃣ Consistent COGS and revenue tagging: Both income (invoice) and expense (COGS entry) share the same analytic dimension.
3️⃣ Seamless reporting : Profitability, margin, and project P&L can be tracked per analytic account or tag.
4️⃣ Full traceability : From SO confirmation to valuation and invoicing, analytics remain aligned without manual re-entry.
1. Create a Storable Product/Goods tracked by Quantity
2. Create a Sales Order > Add the product and fill out the Analytic Distribution > Confirm

3. Go to Delivery > You can see the AD is propagated to the transfer > Validate > A Valuation smart button appears

4. You can check the AD directly from the Valuation smart button in the transfer



5. Alternatively, go to Inventory > Reporting > Valuation > You can see the AD
6. Go back to the SO > Create Invoice > The AD is propagated to the invoice lines




Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.