odoo-addon-budget-control-sale-stock 18.0.1.3.2

Budget Control on Sale with Stock

This module is a bridge between budget_control_stock and sale_stock.

When a Sale Order is confirmed, the system auto-creates a Delivery Order (DO). At this point, the Budget Control may not yet be confirmed (the user needs to set KPIs first). This module bypasses the stock budget commit check during SO confirmation so the DO can be created without a budget error.

After SO confirmation, all subsequent DO operations (validate, unreserve, etc.) enforce the budget check normally, requiring the user to confirm the Budget Control before the DO can be processed.

An SO that creates a new Project defaults to Lifetime budgeting. The system creates one Project-scoped Budget Period and one Budget Control for the total estimated SO cost. After the user enters the Project Planned Dates, the draft period follows those dates. Commitments and actual costs in every fiscal year inside that range consume the same total Project balance.

The SO can instead select Fiscal Period before confirmation. That mode keeps the annual behavior: one Budget Control per fiscal period, with audited carry forward between Fiscal Periods when required.

Lifetime periods are exclusive to one analytic account, so they may overlap the normal fiscal periods used by departments. They do not use carry forward because the Project balance does not reset at fiscal year end.

This also supports department analytics that are not linked to a Project. If a control is managed by a Budget Plan, the plan remains the owner of its allocated amount; a Sale Order only links to that control.

The Sale Order cost added to a Budget Control is a planning snapshot taken when the order is linked. Later quantity, cost, or cancellation changes do not silently rewrite an approved budget; a budget manager reopens and adjusts the control explicitly when required.

One Sale Order may create only one budgeted Project. Splitting an SO that would generate several Projects keeps cost ownership explicit.

Table of contents