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Base Multicompany Reporting Currency

Beta License: AGPL-3 OCA/sale-reporting Translate me on Weblate Try me on Runboat

In Odoo standard, when it comes to reporting in a multicompany and multicurrency environment, it should be done on the invoices. (Cf Fabien Pinckaers tweet: https://twitter.com/fpodoo/status/1511831215673913344)

Nonetheless, some companies do not use the Invoicing or Accounting app in Odoo. For example, when using only CRM and Sales. With this module, we introduce the concept of currency for reporting to be set in General Settings. This way we can reuse the idea behind https://github.com/OCA/sale-workflow/tree/10.0/sale_company_currency, but with a predefined currency.

This module adds:

  • a setting in General Settings to set multicompany reporting currency which be applied to all companies

  • a system parameter to store the chosen multicompany reporting currency DB-wide

  • a mixin model to inherit for handling all basic operations - eg: automatically update the multicompany reporting currency on a model’s records when the settings change

Multicompany reporting currency field will be used in other dependent modules to compare amounts in different companies and documents.

NB: This module does not provide any feature for specific apps. You should install sale_multicompany_reporting_currency from https://github.com/OCA/sale-reporting or crm_multicompany_reporting_currency from https://github.com/OCA/crm to have additional Total (Multicompany Reporting Currency) fields on specific apps.

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Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Camptocamp

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sale-reporting project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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