odoo14-addon-analytic-partner


Nameodoo14-addon-analytic-partner JSON
Version 14.0.1.0.1.dev9 PyPI version JSON
download
home_pagehttps://github.com/OCA/account-analytic
SummarySearch and group analytic entries by partner
upload_time2024-03-05 02:33:45
maintainer
docs_urlNone
authorTecnativa,Odoo Community Association (OCA)
requires_python>=3.6
licenseAGPL-3
keywords
VCS
bugtrack_url
requirements No requirements were recorded.
Travis-CI No Travis.
coveralls test coverage No coveralls.
            ===============================
Link analytic items and partner
===============================

.. 
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--analytic-lightgray.png?logo=github
    :target: https://github.com/OCA/account-analytic/tree/14.0/analytic_partner
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    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module adds a commercial partner on each analytic item for allowing to
have another dimension for data analysis.

It also handles the proper propagation of this field to the created analytic
entries when validating invoices.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To configure this module, you need to:

#. Go to **Setting > Users > Users** and check you have as at least "Adviser"
   in your user profile and have checked the "Show Full Accounting Features" and
   "Analytic Accounting" access rights.

Usage
=====

#. Go to **Invoicing > Configuration > Management > Analytic Items**.
#. Set the **other partner** in the form view of an the analytic entry.
#. Go back to list view where you can search and group by this new field.

You can also:

#. Go to the form view of one of the partners selected as "other partner".
#. Click on the smart-button **Cost/Revenue** placed on the upper-right part.
#. Navigate to the analytic items associated to this partner.

Known issues / Roadmap
======================

This module hasn't been tested with *account_analytic_distribution* module
installed, so maybe it's incompatible with it.

Changelog
=========

13.0.1.0.0 (2020-01-07)
~~~~~~~~~~~~~~~~~~~~~~~

Migrated to odoo 13.

12.0.1.0.0 (2019-01-17)
~~~~~~~~~~~~~~~~~~~~~~~

Migrated to odoo 12.

11.0.1.0.0 (2018-10-15)
~~~~~~~~~~~~~~~~~~~~~~~

Migrated to odoo 11.

10.0.1.0.0 (2017-05-22)
~~~~~~~~~~~~~~~~~~~~~~~

Migrated to odoo 10.

8.0.1.0.1 (2015-08-20)
~~~~~~~~~~~~~~~~~~~~~~~

* [IMP] Distinguish between the partner of the account and the specific partner.
* [FIX] Allow grouping on partner_id field.
* [FIX] README - Indentation is not correct in Known issues.

8.0.1.0.0 (2015-08-13)
~~~~~~~~~~~~~~~~~~~~~~~

First version.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-analytic/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/OCA/account-analytic/issues/new?body=module:%20analytic_partner%0Aversion:%2014.0%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
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`__:

  * Pedro M. Baeza
  * Luis M. Ontalba
  * Cristina Martin R.
  * Sergio Teruel
  * Carlos Roca

* `Ecosoft <https://ecosoft.co.th/>`__:

  * Pimolnat Suntian <pimolnats@ecosoft.co.th>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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 <https://github.com/OCA/account-analytic/tree/14.0/analytic_partner>`_ project on GitHub.

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



            

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