=====================
Budget Plan - Details
=====================
..
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-ecosoft--odoo%2Fbudgeting-lightgray.png?logo=github
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:alt: ecosoft-odoo/budgeting
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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:
.. code:: python
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 <https://odoo-community.org/page/development-status>`_
**Table of contents**
.. contents::
:local:
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 <https://github.com/ecosoft-odoo/budgeting/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 <https://github.com/ecosoft-odoo/budgeting/issues/new?body=module:%20budget_plan_detail%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Ecosoft
Contributors
------------
- `Ecosoft <http://ecosoft.co.th>`__:
- Kitti Upariphutthiphong <kittiu@ecosoft.co.th>
- Saran Lim. <saranl@ecosoft.co.th>
- Pimolnat Suntian <pimolnats@ecosoft.co.th>
Maintainers
-----------
.. |maintainer-ps-tubtim| image:: https://github.com/ps-tubtim.png?size=40px
:target: https://github.com/ps-tubtim
:alt: ps-tubtim
.. |maintainer-Saran440| image:: https://github.com/Saran440.png?size=40px
:target: https://github.com/Saran440
:alt: Saran440
Current maintainers:
|maintainer-ps-tubtim| |maintainer-Saran440|
This module is part of the `ecosoft-odoo/budgeting <https://github.com/ecosoft-odoo/budgeting/tree/18.0/budget_plan_detail>`_ project on GitHub.
You are welcome to contribute.
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"description": "=====================\nBudget Plan - Details\n=====================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:472fc82e31773468562ddcfd2cf0da54c0f1500540f34b3ffd996de5b5d1b32f\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png\n :target: https://odoo-community.org/page/development-status\n :alt: Alpha\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-ecosoft--odoo%2Fbudgeting-lightgray.png?logo=github\n :target: https://github.com/ecosoft-odoo/budgeting/tree/18.0/budget_plan_detail\n :alt: ecosoft-odoo/budgeting\n\n|badge1| |badge2| |badge3|\n\nThis module is the main module for manage allocation until set budget\ncontrol. For this module, budget constraints will be used to check the\nallocation to ensure that the budget is not exceeded beyond the\nallocated amount.\n\nExample usage:\n\n.. code:: python\n\n Budget allocation has allocation:\n Allocation Line | Analytic Account | Fund | Tags | Allocated | ...\n --------------------------------------------------------------\n 1 | A | Fund1 | Tag1 | 100.0 | ...\n 2 | A | Fund2 | Tag2 | 100.0 | ...\n\n Condition constraint (e.g. invoice lines)\n - User can use:\n Document | Line | Analytic Account | Fund | Tags | Amount |\n -----------------------------------------------------------------------\n INV001 | 1 | A | Fund1 | Tag1 | 130.0 | >>> Error (-30)\n -----------------------------------------------------------------------\n INV002 | 1 | A | Fund1 | | 10.0 | >>> Not allocated\n INV002 | 1 | A | Fund1 | Tag1 | 10.0 | >>> balance 90\n INV002 | 2 | A | Fund1 | Tag1 | 60.0 | >>> balance 30\n ----------------------------Confirm----------------------------\n INV003 | 1 | A | Fund1 | Tag1 | 10.0 | >>> balance 20\n INV003 | 2 | A | Fund1 | Tag1 | 60.0 | >>> Error (-40)\n ---------------------------------------------------------------\n INV004 | 1 | A | Fund2 | Tag1 |120.0 | >>> Not allocated\n INV004 | 1 | A | Fund2 | Tag2 |120.0 | >>> Error (-20)\n\nBudget Allocation Core Features:\n--------------------------------\n\n- | **Budget Allocation (budget.allocation)**\n | A new menu for detailed allocation, such as projects that receive\n funding from multiple sources and different amounts of money, must\n have budget control according to the source of funds to avoid\n exceeding what has been received. Budget allocation will help manage\n this.\n\n- | **Source of Fund (budget.source.fund)**\n | Adding new master data Source of Fund\n\n- | **Budget Source Fund Monitoring (budget.source.fund.report)**\n | Add a menu for monitoring reports by source of funds.\n\n- | **Analytic Tag Dimension**\n | Add a new Tag so that users can add additional perspectives for\n viewing reports.\n\n.. IMPORTANT::\n This is an alpha version, the data model and design can change at any time without warning.\n Only for development or testing purpose, do not use in production.\n `More details on development status <https://odoo-community.org/page/development-status>`_\n\n**Table of contents**\n\n.. contents::\n :local:\n\nUsage\n=====\n\nAt first you have to create Source of Funds Master data. First, you must\ncreate a Source of Fund in the master data. Then, you will need to\ncreate a budget allocation to control detailed budget usage.\n\nCreate master data (Source of fund)\n-----------------------------------\n\n1. Go to menu Budgeting > Configurations > Source of Funds\n2. Create your source of fund and Group of fund (optional)\n\nCreate budget allocation for planning\n-------------------------------------\n\n1. Go to menu Budgeting > Budget Allocation\n2. Create a new budget allocation, which will depend on the budget\n period (1 budget allocation per budget period can be created).\n3. In each line, add details with the analytic account, fund, and\n amount.\n4. Click \"Done\" to automatically generate the budget plan.\n5. Follow the normal process for the budget plan.\n\nNOTE: In budget allocation, there are 3 different amounts to consider:\n\n1. \"Estimated Amount\" refers to the total budget that is expected to be\n received within a particular year.\n2. \"Allocated\" refers to the budget that has been allocated to a\n particular project, to be used as needed. The allocated amount must\n not exceed the Estimated amount.\n3. \"Released\" refers to the budget that is currently available.\n Initially, the released amount is equal to the allocated amount and\n will change as budget transfers occur.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/ecosoft-odoo/budgeting/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/ecosoft-odoo/budgeting/issues/new?body=module:%20budget_plan_detail%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Ecosoft\n\nContributors\n------------\n\n- `Ecosoft <http://ecosoft.co.th>`__:\n\n - Kitti Upariphutthiphong <kittiu@ecosoft.co.th>\n - Saran Lim. <saranl@ecosoft.co.th>\n - Pimolnat Suntian <pimolnats@ecosoft.co.th>\n\nMaintainers\n-----------\n\n.. |maintainer-ps-tubtim| image:: https://github.com/ps-tubtim.png?size=40px\n :target: https://github.com/ps-tubtim\n :alt: ps-tubtim\n.. |maintainer-Saran440| image:: https://github.com/Saran440.png?size=40px\n :target: https://github.com/Saran440\n :alt: Saran440\n\nCurrent maintainers:\n\n|maintainer-ps-tubtim| |maintainer-Saran440| \n\nThis module is part of the `ecosoft-odoo/budgeting <https://github.com/ecosoft-odoo/budgeting/tree/18.0/budget_plan_detail>`_ project on GitHub.\n\nYou are welcome to contribute.\n",
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