Clickable "Other Revenues"
by CLuedoo https://www.cluedoo.com/shop/licclusetacc0050-clickable-other-revenues-6411$ 100.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Invoicing (account) • Project (project) • Discuss (mail) |
| Lines of code | 112 |
| Technical Name |
fal_project_update_revenue_other |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/licclusetacc0050-clickable-other-revenues-6411 |
| Versions | 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Invoicing (account) • Project (project) • Discuss (mail) |
| Lines of code | 112 |
| Technical Name |
fal_project_update_revenue_other |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/licclusetacc0050-clickable-other-revenues-6411 |
| Versions | 19.0 |
ODOO'S FUNCTION
In Odoo's Project Update dashboard, the numbers are not clickable. This means that while the data is presented, Odoo's standard feature does not allow users to directly interact with or drill down into these numbers for further details.
CLUEDOO'S FUNCTION
Cluedoo enhances the Project Update dashboard by introducing:
1️⃣ Clickable elements, such as "Other Revenues" , on the dashboard metrics.
This allows users to transform the static data into actionable insights. By enabling a more interactive experience, users can easily access detailed records and underlying transactions directly from these metrics, making the process of tracking and managing project progress easier and more efficient.
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1. Go to Sales > Orders > Quotations > New > Save > Confirm Fill in the necessary information (e.g. Customer, Order Lines) Note that the product you put in must be created on Project & Task . |
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2. Click Projects > Project Status: Set Status and you will be able to see the project's updates. For now, the project is empty because you have not delivered the product yet. |
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From v18 , Project Status changes to Dashboard |
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3. Head back to the sales order and make sure the
delivered quantity
is 1 (you already delivered the product) >
Create Invoice
>
Regular invoice
>
Create Draft Invoice
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4. Go to the project's updates again, you will see the
Profitability
has been automatically updated.
Click
Invoices
to see the Draft Invoice and remember the
Analytic Distribution
's name.
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5. Go to Accounting > Customers > Invoices > Save Fill in the same information as the sales order. Note that the Analytic Distribution has to be the same as well. |
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6. Head back to the project's updates, and you will see that
Customer Invoices
line is added and the profitability has been updated with clickable numbers. You can see the details of the numbers.
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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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