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Reinvoice Purchase Expense

by
Odoo

$ 350.00

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Expenses (hr_expense)
• Invoicing (account)
• Discuss (mail)
• Employees (hr)
• Purchase (purchase)
Community Apps Dependencies
Lines of code 375
Technical Name fal_purchase_expense
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetacc0054-reinvoice-purchase-expense-5787
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Expenses (hr_expense)
• Invoicing (account)
• Discuss (mail)
• Employees (hr)
• Purchase (purchase)
Community Apps Dependencies
Lines of code 375
Technical Name fal_purchase_expense
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetacc0054-reinvoice-purchase-expense-5787
Versions 18.0 19.0


ODOO'S FUNCTION

In Odoo, linking vendor bill costs to sales orders typically requires manual configuration or additional workflows, and there’s no built-in feature to automatically add costs to a sales order or markup prices based on analytic accounts. Additionally, Odoo will not automatically add expense products to sale orders and markup application based on analytic accounts.


CLUEDOO'S FUNCTION

CLuedoo integrates vendor bills with sales orders through analytic accounting, automatically adding vendor bill costs to the sales order and applying a price markup based on the analytic account. Additionally, it will automate the reinvoicing of expenses by integrating expense reports with sales orders, automatically adding approved expense products to the sales order line with a predefined markup percentage set in the analytic account.

CONFIGURATION

1.

In the user settings , activate Analytic Accounting .

2. Create an Analytic Account with Mark-up (e.g., 50%)


USAGE


1. Create a Sales Order > Add the product and Analytic Distribution .



Note: The product has to be "Can be Expensed" in order to be able to choose the Sale Order in invoice lines.

Under the Sales tab: Check Re-invoice Expense :

  • No : Vendor Bill has not affected the SO
  • At cost + markup : SO price = Cost (unit price on VB) *(1 + MARKUP %)
  • At sales price : at the sales price of the product on SO
e.g., Sales Price = 1


AT SALES PRICE

1. Create a Vendor Bill and choose the AD and then we can choose the Sales Order based on the AD > Confirm

By default, the Price of the bill will be inherited from the cost price of the product template > users can change this price.

e.g., change 5 to 10

2. In the Sales Order, the price is based on the sales price of the product template, not the price of the vendor bill (that we set up above).

→ SO price = 1 now.

At cost + Markup

Vendor Bills Cost = 10
=> SO price = 10*(1+markup %) = 15
Markup = 50%

The lots will be automatically generated with the correct quantity.

4. Click Validate

The transfer will be automatically done, and the lots will be added.

The backorder is created as well.




ODOO'S FUNCTION

In Odoo, linking vendor bill costs to sales orders typically requires manual configuration or additional workflows, and there’s no built-in feature to automatically add costs to a sales order or markup prices based on analytic accounts. Additionally, Odoo will not automatically add expense products to sale orders and markup application based on analytic accounts.


CLUEDOO'S FUNCTION

Cluedoo integrates vendor bills with sales orders through analytic accounting, automatically adding vendor bill costs to the sales order and applying a price markup based on the analytic account. Additionally, it will automate the reinvoicing of expenses by integrating expense reports with sales orders, automatically adding approved expense products to the sales order line with a predefined markup percentage set in the analytic account.

FROM V19

  1. In the user settings , activate Analytic Accounting .

2. Create an Analytic Account with Mark-up (e.g., 50%)

3. Create a Sales Order > Add the product and Analytic Distribution .

Note: the product has to be "Can be Expensed" in order to be able to choose the Sale Order in invoice lines.

At the Sale tab: Check Re-invoice Expense :
- No : Vendor Bill has not affected the SO
- At cost + markup : SO price = Cost (unit price on VB) *(1 + MARKUP %).
- At sales price : at the sales price of the product on SO.

For instance: At Sales price =1

4. Create a Vendor Bill and choose the analytic distribution and then we can choose the sales order based on the analytic distribution. => confirm

By default, the Price of VB will be inherited from Cost price of Product template => user can change this price.

For instance here, we change 5 -> 10.

5. In Sales Order, the price is based on the sales price of the product template, not the price of the vendor bill (that we set up above).

=> SO price = 1 now.

If user change Re-invoice expense method to:  At cost + Markup

For example: Vendor Bills Cost = 10
=> SO price = 10*(1+markup %) = 15
Markup = 50%


B. RE - INVOICE PURCHASED COST
v17:


  1. Set mark-up percentage on the analytic account

2. Create a new expense report. Select the product, add unit price, customer to reinvoice, and analytic account.

3. Click on Post journal entries button on the Expense report, it will automatically add expense product on sale order line




STORY BEHIND THE FEATURES

ODOO BEHAVIOR

In Odoo, linking vendor bill costs to sales orders typically requires manual configuration or additional workflows, and there’s no built-in feature to automatically add costs to a sales order or markup prices based on analytic accounts. Additionally, Odoo will not automatically add expense products to sale orders and markup application based on analytic accounts.


CLUEDOO BEHAVIOR

Cluedoo integrates vendor bills with sales orders through analytic accounting, automatically adding vendor bill costs to the sales order and applying a price markup based on the analytic account. Additionally, it will automate the reinvoicing of expenses by integrating expense reports with sales orders, automatically adding approved expense products to the sales order line with a predefined markup percentage set in the analytic account.

CLUEDOO RECOMMENDATIONS

Install on 100% of your database.

HOW TO USE THIS MODULE?

From v19:

1.

On user settings , activate "analytic accounting ".





2.
Create a Analytic Accounts
Markup: 50% (For instance)








3.
Create a SO -> Add product and Analytic Distribution.















Note: the product has to be "Can be Expensed" in order to be able to choose the Sale Order in invoice lines.

At the Sale tab: Check Re-invoice Expense :
- No : Vendor Bill has not affected the SO
- At cost + markup : SO price = Cost (unit price on VB) *(1 + MARKUP %).
- At sales price : at the sales price of the product on SO.

For instance: At Sales price =1



4.

Create a Vendor Bill and choose the analytic distribution and then we can choose the sales order based on the analytic distribution. => confirm

By default, the Price of VB will be inherited from Cost price of Product template => user can change this price.

For instance here, we change 5 -> 10.





5.
In Sales Order, the price is based on the sales price of the product template, not the price of the vendor bill (that we set up above).

=> SO price = 1 now.











If user change Re-invoice expense method to:  At cost + Markup

For example: Vendor Bills Cost = 10
=> SO price = 10*(1+markup %) = 15
Markup = 50%


























B. RE - INVOICE PURCHASED COST

v17:
1
Set mark-up percentage on the analytic account












2
Create a new expense report. Select the product, add unit price, customer to reinvoice, and analytic account.















3
Click on Post journal entries button on the Expense report, it will automatically add expense product on sale order line 













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