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Propagate Analytics from SO > Transfer > Valuation > Invoice

by
Odoo

$ 250.00

v 19.0 Third Party
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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




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