Analytic Distribution Extend Views
Allow the Analytic Distribution field to be inherited across different views
Analytic Distribution Extend Views
Allow the Analytic Distribution field to be inherited across different views
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
There is no inheritance of the information of Analytic distribution. Additionally, there is no functionality to apply Applicability Selection in Analytic Plans for some models, restricting the ability to align operations with specific financial plans or budgets.
CLUEDOO BEHAVIOR
The Analytic Distribution information seamlessly propagates across various views, including Manufacturing Orders, Sub-Manufacturing Orders, Quality Checks, Quality Alerts, Scrap, Purchase Orders, Transfers, Move History, and Sales Orders. Besides, this module enables Applicability Selection in Analytic Plans for Quality Checks, Quality Alerts, Stock Scrap, and Product Moves. This ensures consistency, streamlined management, and improved operational efficiency.
CLUEDOO RECOMMENDATIONS
Install on 100% of the database.
HOW TO USE THIS MODULE
I. Manufacture Order > Child MO, Quality Checks, Quality Alert, and Scrap1Go to Manufacturing > Bills of Materials > Create bills of materials for both a product and its components Note: The product and its components have to be configured with MTO and Manufacture Routes | |
2Go to Quality > Quality Control Groups > Create a Quality Point Group for the above product | |
3Go back to Manufacturing > Manufacturing Orders > Create a manufacturing order for the above-configured products > Move to Miscellaneous Tab > Set up Analytic Distribution field | |
4After the third step is complete >Confirm > We need to ensure that the information of the Analytic Distribution field in Child MO, Quality Checks, Quality Alert, and Scrap is inherited from the Source MO | |
4.1 Child MOClick on Child MO button > We can see that the information of the Analytic Distribution field is inherited from the Source MO | |
4.2 Quality ChecksModify the number of the Quantity field to 1 > Click on Quality Checks button > Complete Quality Checks > A Quality Checks button will appear on the top of the screen > Click on it > We can see that the information of the Analytic Distribution field is inherited from the Source MO | |
4.3 Quality AlertClick on Quality Alert button > We can see that the information of the Analytic Distribution field is inherited from the Source MO | |
4.4 ScrapClick on Scrap button > Enter Product field > Click on Scrap Products button > Confirm > Access the Scrap > We can see that the information of the Analytic Distribution field is inherited from the Source MO | ![]() ![]() ![]() ![]() |
II. Purchase Order > Subcontracting MO, Transfers, Moves History1 Subcontracting MOGo to Purchase > Create a new Requests for Quotation > Enter information for Analytic Distribution column > Confirm Order Note: Before creating a Purchase Order, we move to Bills of Materials to configure for a product by setting up BoM Type: Subcontracting and choosing a partner for the Subcontractors field. Subsequently, the Purchase Order needs to be generated with the configured product and vendor | ![]() |
1.1After the previous step is finished, we click on Subcontract Lines Tab > A subcontract is automatically created with the inherited Analytic Distribution field > Click on it > This field also appears in the Subcontract Lines pop-up | |
2 TransfersClick on Receipt button > There is the inherited Analytic Distribution field here | |
3 Moves HistoryGo ahead to Inventory > Moves History > We also see the inherited Analytic Distribution field in the list view | |
III. Sale Order > Transfers, Purchase Order, Manufacture Order, Moves History1 Transfers, Purchase Order1.1Go ahead to Sales > Create a new Quotation > Choose products with "Buy and MTO" routes > Enter information for the Analytic Distribution column > Confirm | |
1.2Click on Delivery and Purchase buttons respectively > The Analytic Distribution field is inherited from the Sale Order | |
2 Manufacture Order2.1Go ahead to Sales > Create a new Quotation > Choose products with "Manufacture and MTO" routes > Enter information for the Analytic Distribution column > Confirm | |
2.2Click on Manufacture button > The Analytic Distribution field is inherited from the Sale Order | |
3 Moves HistoryGo ahead to Inventory > Moves History >We also see the inherited Analytic Distribution field in the list view | |
4 Approval Applicability1. Go to Analytic Plans > choose Projects > you can change the applicability for using the analytic plan of domain Quality Checks, Quality Alerts, Stock Scrap, Product Moves. Ex: If you choose applicability is mandatory, you will have to choose Analytic Plan in Analytic Distribution. Note: If you set Default Applicability then it'll automatically apply to all the models unless you set it differently for specific model(s)
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2.1 If you choose applicability is mandatory for Quality Alerts, you will have to choose Projects in Analytic Distribution before saving. Following that, the workflow will resume normally. The notification will be the same with Quality Checks, Stock Scrap, and Product Moves | |
2.2. If you choose applicability is optional for Quality Alert, you can choose Projects or not in Analytic Distribution before saving. The behavior will be the same with Quality Checks, Stock Scrap, and Product Moves | |
2.3. If you choose applicability is unavailable for Quality Alert, plan Projects will not appear in Analytic Distribution. The behavior will be the same with Quality Checks, Stock Scrap, and Product Moves |