Project Task Analytic Lines
Add a task on journal entries and vendor bills
Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables
Project Task Analytic Lines
Table of Contents
Odoo Context
In vanilla Odoo, analytic lines can not be grouped or filtered by task, except for timesheet lines.
Therefore, if you need to generate a cost report, only the timesheet lines will be shown per task.
Summary
This module adds a Task field on supplier invoice lines and journal entries.
The task is propagated:
- from invoice lines to journal entries
- from journal entries to analytic lines
Then, the analytic lines can be filtered and grouped by task.
Journal Entries
As member of the group Accounting / Billing, on a draft journal entry, I find a new field Task.
The field is readonly if the analytic account is not filled.
If an analytic account is selected, I am able to select a task related to project of the analytic account.
I post the journal entry.
In the list of analytic lines, I notice that the task was propagated.
Supplier Invoices
As member of the group Accounting / Billing, on a draft supplier invoice, I find a new field Task.
The field is readonly if the analytic account is not filled.
If an analytic account is selected, I am able to select a task related to project of the analytic account.
I validate the invoice.
On the journal entry, I notice that the task was propagated to the expense line.
In the list of analytic lines, I notice that the task was propagated.
Taxes Included In Cost
The module supports taxes included in the analytic cost.
In the form view of a tax, I check the field "Included in Analytic Cost".
On the invoice, when selecting the tax, the task is propagated along with the analytic account.
On the journal entry, the task is propagated from the invoice tax.
List Views Filters
Analytic Lines
In the list of analytic lines, I see a new field Task.
A new technical field (origin_task_id) was added because the field task_id available in vanilla Odoo could not be used.
The field task_id is used by Odoo for timesheet lines. If task_id was used for any other purpose, some standard functionalities would be broken.
I am able to search by task:
I am able to group by task:
Journal Items
In the list view of journal items, I see a new field Task.
I am able to search by task:
I am able to group by task:
Constraints
Once a task is selected on an invoice or a journal entry, it is not possible to move the task to another project.
Otherwise, when changing the project on the task, a blocking message is displayed.
Limits
Purchase Orders
This module does not define how tasks are propagated from a purchase order to a supplier invoice.
The module project_wip_outsourcing inherits this module and adds the business logic related to outsourcing. For now, outsourcing is the only known case where defining a task on a PO is relevant.
Stockable Products
An analytic account and a task should not be set on a supplier invoice for stockable products. The expense for a stockable product is recognized in Odoo at the customer invoice validation.
The module is intended for services (or even consummable products).
However, the module does not constrain on which type of product a task can be used.
Contributors
- Numigi (tm) and all its contributors (https://bit.ly/numigiens)