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Spread costs and revenues over a custom period

Project description

Beta License: AGPL-3 OCA/account-financial-tools Translate me on Weblate Try me on Runbot

Allows to spread costs or revenues over a customizable periods, to even out cost or invoice spikes.

Table of contents

Configuration

To be able to access the full spreading features, the user must belong to Show Full Accounting Features group.

On the form view of the company, in the Account Spread tab, you can configure the journals in which the spread journal items will be generated by default:

  • the Default Spread Journal for Revenues,
  • the Default Spread Journal for Expenses.

In the same Account Spread tab, you can also configure the Spread Balance Sheet Accounts used by default:

  • the Default Spread Account for Revenues,
  • the Default Spread Account for Expenses.

This module by default allows the spreading even before the receipt of the invoice or when the invoice is still draft, so that it is possible to work on the plan of the cost/revenue spreading. To disable this feature, on the form view of the company disable the Allow Spread Planning option.

On the form view of the company, the Auto-post spread lines option forces the account moves created during the cost/revenue spreading to be automatically posted. When this option is false, the user can enable/disable the automatic posting by the flag Auto-post lines present in the spread board.

On the form view of the company, enable the Auto-archive spread option if you want the cron job to automatically archive the spreads when all lines are posted.

Usage

Define Spread Costs/Revenues Board

Under Invoicing -> Adviser -> Accounting Entries -> Spread Costs/Revenues, create a new spread board.

Complete the definition of the spreading criteria, by setting the the fields:

  • Debit Account
  • Credit Account
  • Estimated Amount (The total amount to spread)
  • Number of Repetitions
  • Period Type (Duration of each period)
  • Start date
  • Journal
Create a new spread board

Click on the button on the top-left to calculate the spread lines.

The spreading board is defined

A cron job will automatically create the accounting moves for all the lines having date previous that the current day (today).

The spreading board is updated by the cron job

By default, the status of the created accounting moves is posted. To disable the automatic posting of the accounting moves, set the flag Auto-post lines to False. This flag is only available when the Auto-post spread lines option, present on the form view of the company, is disabled.

Click on button Recalculate entire spread button in the spread board to force the recalculation of the spread lines: this will also reset all the journal entries previously created.

Define Spread Costs/Revenues Template

Under Invoicing -> Configuration -> Accounting -> Spread Templates, create a new spread template.

  • Spread Type
  • Spread Balance Sheet Account
  • Journal

When creating a new Spread Costs/Revenues Board, select the right template. This way the above fields will be copied to the Spread Board.

Changelog

12.0.1.0.0

  • [MIG] Port account_spread_cost_revenue to V12.

11.0.1.0.0

  • [ADD] Module account_spread_cost_revenue. (#715)

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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Onestein

Other credits

Part of the code in this module (in particular the computation of the spread lines) is highly inspired by the Assets Management module from the standard Odoo 11.0 Community developed by Odoo SA.

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 maintainer:

astirpe

This module is part of the OCA/account-financial-tools project on GitHub.

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

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