odoo-addon-budget-plan-detail 18.0.1.1.0

Allocated budget details

This module is the main module for manage allocation until set budget control. For this module, budget constraints will be used to check the allocation to ensure that the budget is not exceeded beyond the allocated amount.

Example usage:

Budget allocation has allocation:
  Allocation Line | Analytic Account | Fund  | Tags | Allocated | ...
  --------------------------------------------------------------
  1               |               A  | Fund1 | Tag1 |     100.0 | ...
  2               |               A  | Fund2 | Tag2 |     100.0 | ...

Condition constraint (e.g. invoice lines)
  - User can use:
  Document | Line | Analytic Account | Fund  | Tags | Amount |
  -----------------------------------------------------------------------
  INV001   |    1 |             A    | Fund1 | Tag1 | 130.0  | >>> Error (-30)
  -----------------------------------------------------------------------
  INV002   |    1 |             A    | Fund1 |      | 10.0 | >>> Not allocated
  INV002   |    1 |             A    | Fund1 | Tag1 | 10.0 | >>> balance 90
  INV002   |    2 |             A    | Fund1 | Tag1 | 60.0 | >>> balance 30
  ----------------------------Confirm----------------------------
  INV003   |    1 |             A    | Fund1 | Tag1 | 10.0 | >>> balance 20
  INV003   |    2 |             A    | Fund1 | Tag1 | 60.0 | >>> Error (-40)
  ---------------------------------------------------------------
  INV004   |    1 |             A    | Fund2 | Tag1 |120.0 | >>> Not allocated
  INV004   |    1 |             A    | Fund2 | Tag2 |120.0 | >>> Error (-20)

Budget Allocation Core Features:

• Budget Allocation (budget.allocation)

  A new menu for detailed allocation, such as projects that receive funding from multiple sources and different amounts of money, must have budget control according to the source of funds to avoid exceeding what has been received. Budget allocation will help manage this.
• Source of Fund (budget.source.fund)

  Adding new master data Source of Fund
• Budget Source Fund Monitoring (budget.source.fund.report)

  Add a menu for monitoring reports by source of funds.
• Analytic Tag Dimension

  Add a new Tag so that users can add additional perspectives for viewing reports.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

• Usage

Usage

At first you have to create Source of Funds Master data. First, you must create a Source of Fund in the master data. Then, you will need to create a budget allocation to control detailed budget usage.

Create master data (Source of fund)

1. Go to menu Budgeting > Configurations > Source of Funds

2. Create your source of fund and Group of fund (optional)

Create budget allocation for planning

1. Go to menu Budgeting > Budget Allocation

2. Create a new budget allocation, which will depend on the budget period (1 budget allocation per budget period can be created).

3. In each line, add details with the analytic account, fund, and amount.

4. Click “Done” to automatically generate the budget plan.

5. Follow the normal process for the budget plan.

NOTE: In budget allocation, there are 3 different amounts to consider:

1. “Estimated Amount” refers to the total budget that is expected to be received within a particular year.

2. “Allocated” refers to the budget that has been allocated to a particular project, to be used as needed. The allocated amount must not exceed the Estimated amount.

3. “Released” refers to the budget that is currently available. Initially, the released amount is equal to the allocated amount and will change as budget transfers occur.

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

• Ecosoft

Contributors

• Ecosoft:

  • Kitti Upariphutthiphong <[e-mail]>

  • Saran Lim. <[e-mail]>

  • Pimolnat Suntian <[e-mail]>

Maintainers

Current maintainers:

This module is part of the ecosoft-odoo/budgeting project on GitHub.

You are welcome to contribute.