Hello there,
I'm looking into using Analytic accounting with a hierarchy structure of plans and subplans (e.g. Product Lines -> Products, or Regions -> Countries). But I couldn't find any option of linking the Analytical Account of a Subplan (e.g. a country) to a "parent" Analytical Account (e.g. a region).
Am I missing something here or is that really not possible?
Thanks in advance.
Hello Alain
Odoo sub analytic account is little confusing. here is a simple explanation of how you can use it.
Create Analytic Plan e.g. Department
Create Sub Plan
- Marketing
- Human Resource
Create Analytic Account and assign them to the sub plan.
e.g.
Digital Marketing -> Marketing
Stationary -> Human Resource
Now create a Vendor bill and assign the analytic distribution as follow
Vendor Bill line
Transportation - Cost 1000
Analytic Distribution
Digital Marketing - 50%
Stationary - 50%
To view the report. Go to Analytic Reporting
From left side click on the Plus icon next to the total and Select The department. It should ask to select one of the subplan. Select one of them and it should break down the cost by sub plan.
I hope this helps
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Hi Alain,
Were you able to solve this requirement? How did you end up handling it?
Regards,
Ciro H.
Hi Ciro,
I haven't solved it at all. Most likely I will use an external software, as Odoo falls short of being the all-in-one solution they promise to be in so many areas.
Unfortunately not. The question is NOT about the basic usage of Analytic accounting.
It's specifically about creating a hierarchy of Plans and Subplans in such a way, that you can allocate e.g. a cost to a Subplan, but then report on it either on Subplan or Plan level.