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Updates timesheet's analytic account when their task changes the analytic.

Project description

Odoo Community Association

Project Task Analytic Propagation

Alpha License: LGPL-3 OCA/timesheet Translate me on Weblate Try me on Runboat

This module allows you to change the analytical account of the unbilled timesheet when your related task changes the account as it does with the sales order item.

Table of contents

Configuration

To configure this module, you need to:

  1. Go to Settings > Users & Companies > Groups

  2. Give your user these technical permissions:

    • Technical / Show Full Accounting Features

  3. Go to Invoicing > Settings > Analytics and check Analytic Accounting

Usage

To use this module, you need to:

  1. Go to Sales > Order and select an order with a project related to it but not invoiced yet.

  2. Click on task’s smart button and select a task with ‘Sales Order Item’ set (or create a new task in other case).

  3. Select any analytic account in ‘Extra Info’.

  4. Record some time on timesheets page.

  5. Go back to your order and create an invoice.

  6. Go to the previous task and record some time. Then change the analytic account.

  7. In timesheet’s page only not invoiced timesheets changed the analytic account.

  8. To check this go to Timesheets > All Timesheets.

  9. Change to list view and group by Project > Task and add custom group Project.

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

  • Moduon

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.

Current maintainers:

Andrii9090 rafaelbn

This module is part of the OCA/timesheet project on GitHub.

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

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