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Analytic Propagation from Sales Order

by
Odoo

$ 100.10

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Accounting (accountant)
• Invoicing (account)
• Discuss (mail)
• Purchase (purchase)
• Project (project)
• Inventory (stock)
• Sales (sale_management)
Lines of code 79
Technical Name fal_analytic_propagation_so
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-aap-0040-analytic-propagation-from-sales-order-6949
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Accounting (accountant)
• Invoicing (account)
• Discuss (mail)
• Purchase (purchase)
• Project (project)
• Inventory (stock)
• Sales (sale_management)
Lines of code 79
Technical Name fal_analytic_propagation_so
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-aap-0040-analytic-propagation-from-sales-order-6949

ODOO'S FUNCTION

In Odoo, when a field project (project_id) is set on the Sales Order (SO), the related project account (project_account_id) and project analytic are automatically applied to the Sales Order Lines (SOL) if those lines don’t already have analytics. If the SOL already contains an analytic (even from a different plan), Odoo will not overwrite it.

CLUEDOO'S FUNCTION

CLuedoo enhances this process by:

  1. Add a new field: Analytic Distribution on the SO
  2. When the Analytic Distribution field is filled:
  • Uses the project information from Analytic Distribution to populate the ODS project_account_id field.
  • If the analytic account is linked to a project, populates the ODS project_id field.
  • Propagates the JSON data to all SOL.
3. If the Analytic Distribution field is not filled, after confirmation, Odoo generates a project_id and project_account_id, CDS will:
  • Take the generated project_account_id and update it in the CLuedoo Analytic Distribution field.
  • Update the SOL



1. When the Project in the Analytic Distribution is filled,
  • the Project (project_id) will be the project which links with the analytic account
  • Project Account (project_account_id) and Analytic Distribution in SOL will be propagated from Analytic Distribution

    Note: The field Project Account (project_account_id) is a related field and is not displayed by default on the form view


2. When the Department in the Analytic Distribution is filled,
  • the Project (project_id) and Project Account (project_account_id) will be created by ODS
  • the Project in Analytic Distribution will be propagated from Project Account (project_account_id)
  • Analytic Distribution in SOL will be propagated from Analytic Distribution after confirmation the SO

3. When both the Project and Department in the Analytic Distribution are filled,
  • the Project (project_id) will be the project which links with the analytic account
  • Project Account (project_account_id) is taken from the project analytic of Analytic Distribution
  • the analytic account in Analytic Distribution will be propagated to all SOL.


4. When nothing is filled in the Analytic Distribution, after the confirmation, project_id and project_account_id will be created by ODS > this project_account_id will be updated in the Analytic Distribution and in the SOL.



Note that
  • If the analytic account doesn't linked to any project, The Project field or Project Account field will be empty.

  • The analytic distribution on top should be editable in draft only . If the SO is confirmed, we should not be able to edit in mass and should use the button "update analytic" - another cluedoo module named fal_analytic_line_type. 



Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
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