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Adds analytic distribution in stock move

Project description

Odoo Community Association

Stock Analytic

Beta License: AGPL-3 OCA/account-analytic Translate me on Weblate Try me on Runboat

Adds Analytic Distribution field in stock move to be able to get analytic information when generating the journal items.

Table of contents

Configuration

As necessary, go to Invoicing > Configuration > Analytic Plans, open the relevant record and update the applicability for ‘Stock Move’.

Usage

To Assign an Analytic Account to a Stock Move

You need to:

  1. Create manually or open draft picking

  2. Add move lines and assign an analytic account in Analytic Distribution field

Assigned Journal Items created from Stock Move with Analytic Account

If stock move automatically create journal entry, the journal entry will contain journal items with following rule:

  1. Journal item with account equal to product’s valuation account will not be assigned to any analytic account.

  2. Journal item with account different to product’s valuation account will be assigned to an analytic account according to the stock move’s analytic account.

Analytic applicability judgment

Applicability of the analytic distribution is judged based on the applicability settings of the analytic plan.

Note that this module adds the ‘Stock Move’ option to the business domain, and ‘Operation Type’ field.

Return moves are currently outside the scope of the validation / applicability judgment (i.e. treated the same as optional) to allow some flexibility in the operation since multiple factors (e.g. applicability of the original move) may need to be considered to correctly judge the applicability.

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

  • Julius Network Solutions

  • ClearCorp

  • OpenSynergy Indonesia

  • Hibou Corp.

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/account-analytic project on GitHub.

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

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