Tip

This module is part of the OpenERP software, the leading Open Source enterprise management system. If you want to discover OpenERP, check our screencasts or download OpenERP directly.

Multiple-plans management in Analytic Accounting (account_analytic_plans)

Module:account_analytic_plans
Name:Multiple-plans management in Analytic Accounting
Version:5.0.1.0
Author:Tiny
Directory:account_analytic_plans
Web:http://www.openerp.com
Official module:
 yes
Quality certified:
 yes

Description

This module allows to use several analytic plans, according to the general journal,
so that multiple analytic lines are created when the invoice or the entries
are confirmed.

For example, you can define the following analytic structure:
  Projects
      Project 1
          SubProj 1.1
          SubProj 1.2
      Project 2
  Salesman
      Eric
      Fabien

Here, we have two plans: Projects and Salesman. An invoice line must
be able to write analytic entries in the 2 plans: SubProj 1.1 and
Fabien. The amount can also be split. The following example is for
an invoice that touches the two subproject and assigned to one salesman:

Plan1:
    SubProject 1.1 : 50%
    SubProject 1.2 : 50%
Plan2:
    Eric: 100%

So when this line of invoice will be confirmed, it will generate 3 analytic lines,
for one account entry.

Dependencies

  • account
  • account_analytic_default

Reports

  • Crossovered Analytic

Views

  • * INHERIT account.journal.form.inherit (form)
  • * INHERIT account.move.form.inherit (form)
  • * INHERIT account.move.line.form.inherit (form)
  • * INHERIT account.invoice.line.form.inherit (form)
  • * INHERIT account.invoice.supplier.form.inherit (form)
  • account.analytic.plan.instance.form (form)
  • account.analytic.plan.instance.tree (tree)
  • account.analytic.plan.instance.line.form (form)
  • account.analytic.plan.instance.line.tree (tree)
  • account.analytic.plan.form (form)
  • account.analytic.plan.tree (tree)
  • account.analytic.plan.line.form (form)
  • account.analytic.plan.line.tree (tree)
  • * INHERIT account.analytic.default.form.plans (form)
  • * INHERIT account.analytic.default.tree.plans (tree)

Objects

Object: Analytic Plans (account.analytic.plan)

plan_ids:Analytic Plans, one2many
name:Analytic Plan, char, required
default_instance_id:
 Default Entries, many2one

Object: Analytic Plan Lines (account.analytic.plan.line)

min_required:Minimum Allowed (%), float
plan_id:Analytic Plan, many2one
name:Plan Name, char, required
max_required:Maximum Allowed (%), float
sequence:Sequence, integer
root_analytic_id:
 Root Account, many2one, required
Root account of this plan.

Object: Analytic Plan Instance (account.analytic.plan.instance)

account5_ids:Account5 Id, one2many
code:Distribution Code, char
plan_id:Model’s Plan, many2one
name:Analytic Distribution, char
account3_ids:Account3 Id, one2many
journal_id:Analytic Journal, many2one, required
account6_ids:Account6 Id, one2many
account_ids:Account Id, one2many
account4_ids:Account4 Id, one2many
account2_ids:Account2 Id, one2many
account1_ids:Account1 Id, one2many

Object: Analytic Instance Line (account.analytic.plan.instance.line)

analytic_account_id:
 Analytic Account, many2one, required
rate:Rate (%), float, required
plan_id:Plan Id, many2one