Decomposition Management
Enable hierarchical organization of key fields like Analytic Accounts, Account Report Groups, Product Categories, and Contacts by automatically updating levels based on parent-child relationships
Decomposition Management
Enable hierarchical organization of key fields like Analytic Accounts, Account Report Groups, Product Categories, and Contacts by automatically updating levels based on parent-child relationships
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
CLUEDOO BEHAVIOR
Cluedoo introduces a powerful new feature that automatically calculates the hierarchical levels for key fields such as Analytic Accounts, Account Report Group, Product Categories, and Contacts.
MODULE +
CLUEDOO RECOMMENDATIONS
Install on 100% of the database.
HOW TO USE THIS MODULE
FOR ANALYTIC ACCOUNTSGo to Accounting > Configuration > Analytic Accounting > Analytic Accounts > New to create a new analytic account or choose an existing one e.g Here I created a new account called Project ABC and put it in Group C plan - If I go to the internal link of Group C, it shows that Group C has Level 1 for now - If I add a Parent (Group B) for Group C, Group C will have Level 2 and Group B will have Level 1 - If I add a Parent (Group A) for Group B, Group B will have Level 2, Group C will have Level 3, and Group A will have Level 1 | |
FOR ACCOUNT REPORT GROUPGo to Accounting > Configuration > Accounting > Account Report Group > New to create a new report group or choose an existing one - Account Report Group Monday that I just created has Level 1 - If I create Tuesday as Parent Group of Monday, Monday will have Level 2 and Tuesday will have Level 1 - If I continue to create Wednesday as Parent Group of Tuesday, Monday will have Level 3, Tuesday will have Level 2, and Wednesday will have Level 1 Note: you have to choose Is Parent for all reports except the first one you created | |
FOR PRODUCT CATEGORIESGo to Sales > Configurations > Products > Product Categories > New to create a new category or choose an existing one - Category January that I just created has Level 1 - If I create February as Parent Category of January, January will have Level 2 and February will have Level 1 - If I continue to create March as Parent Category of February, January will have Level 3, February will have Level 2, and March will have Level 1 | |
FOR CONTACTSGo to Contacts > New to create a new contact or choose an existing employee e.g. I choose Adrian Smith If I go to Adrian Smith's profile, he will have Level 1 because I have not added a company. Type in Company Name > Save and Adrian Smith will change to Level 2, his company - DCP Limited will have Level 1. |