Budget Lines: filter by Product and Partner
by CLuedoo https://www.cluedoo.com/shop/licclusetctr0011-budget-lines-filter-by-product-and-partner-6031$ 247.73
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Accounting (accountant) • Invoicing (account) • Discuss (mail) |
| Lines of code | 179 |
| Technical Name |
fal_budget_partner_product |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/licclusetctr0011-budget-lines-filter-by-product-and-partner-6031 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Accounting (accountant) • Invoicing (account) • Discuss (mail) |
| Lines of code | 179 |
| Technical Name |
fal_budget_partner_product |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/licclusetctr0011-budget-lines-filter-by-product-and-partner-6031 |
| Versions | 18.0 19.0 |
ODOO'S FUNCTION
By default, Odoo allows businesses to plan desired financial outcomes and measure performance using Budgetary Positions and Analytic Accounts as the primary tracking identifiers.
CLUEDOO'S FUNCTION
CLuedoo expands your tracking capabilities by introducing direct Product and Partner filters. Now, your company can bypass the need for analytic accounts entirely, delivering a more flexible, streamlined, and customized budgeting experience.
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1. Go to Accounting > Analytic Budget
Create a new budget and fill in the
Period
and the
Budget Type
(Expense / Revenue / Both).
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2. Add the budget lines and fill in the necessary information. There are 4 new columns:
Add a line with no tracking for the total planned amount > Click Open |
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The
Achieved
column will be automatically calculated.
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The inputted budget lines will be automatically updated in the mentioned Analytic Account (Project) . |
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TRACK BY PRODUCT
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Group by Product to see the amount for each product, with the Total amount achieved. |
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Click on each line to see the related invoice/bill. |
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OTHER PRODUCTThis filter counts any other products that are not defined in the Track by Product filter, within the chosen period. Calculation : Total achieved amount - all the budget lines with the Track by Product filter → 4867 - 3450 - 150 = $1267 |
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The Track by Partner and Other Partner filters work the same way . |
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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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