Analytic Line Type + Update analytic item On action/change

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Create analytic item type.
Update analytic account on posted Invoice/Bills, Expense & confirmed Sales/Purchase Order.

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    Analytic Line Type + Update analytic item On action/change

    Create analytic item type.
    Update analytic account on posted Invoice/Bills, Expense & confirmed Sales/Purchase Order.

    US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

    US$ 0.00 VAT Excluded

    Not Available For Sale

      This combination does not exist.

      STORY BEHIND THE FEATURES

      ODOO BEHAVIOR

      Odoo's Analytic accounting helps track expenses and revenues, as well as analyzing the profitability of a project or service. The analytic widget allows the distribution of expenses in one or more analytic accounts. 

      The need for modification of analytic accounts is common in daily operations.

      Currently, the task of changing analytic accounts after already posting invoices, expenses and confirmed sales/purchase orders can be a bit tricky and mundane, especially if done manually.

      CLUEDOO BEHAVIOR

      Feature 1: Adds "type" (sales/purchase/expense/ timesheet/journal item/etc.) to analytic items.

      Feature 2: Adds a tool to control the analytic account modification process and make sure analytic items are modified accordingly.
      This includes adding an "Update Analytic" button on the Invoice/Bills, Sales/Purchase Order, and Expense wizards.



      CLUEDOO RECOMMENDATIONS

      Install on 100% on your database.



      HOW TO USE THIS MODULE

                               Feature 1: Analytic Line Type

       

      1. 

      Go to Settings and check each box, as seen in the picture.


      2

      Go to the Accounting app and select the 'Analytic Items' box. Then, fill the form for analytic items.


                               Feature 2: Update Analytic Item on action/change

       

      ​Access right to update analytic accounts 
      1. Activate Developer Mode. Then, go to Settings/ Users & Companies, and choose the intended User.
      2. On User setting, check the "Update Analytic Account SO/PO/Expense" box. 

      .

      Update Analytic Accounts on posted Invoices/Bills

      Example: A posted invoice with analytic accounts in account move lines. 

      Analytic items already generated for the posted invoice.

      .


      To update a posted invoice's analytics accounts:
      1. On an invoice, click on the "Update Analytic" button
      2. In the pop-up wizard, modify the analytic distribution on account move lines
      3. Click on "Update Analytic".


       Result:
      1. Analytic accounts are updated on the account move lines.
      2. Old analytic items are replaced by the updated ones.

      .