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Budget Management (account_budget)¶

Official module:
Module:	account_budget
Name:	Budget Management
Version:	5.0.1.0
Author:	Tiny
Directory:	account_budget
Web:	http://www.openerp.com
	yes
Quality certified:
	yes

Description¶

This module allows accountants to manage analytic and crossovered budgets.

Once the Master Budgets and the Budgets defined (in Financial
Management/Budgets/), the Project Managers can set the planned amount on each
Analytic Account.

The accountant has the possibility to see the total of amount planned for each
Budget and Master Budget in order to ensure the total planned is not
greater/lower than what he planned for this Budget/Master Budget. Each list of
record can also be switched to a graphical view of it.

Three reports are available:
    1. The first is available from a list of Budgets. It gives the spreading, for these Budgets, of the Analytic Accounts per Master Budgets.

    2. The second is a summary of the previous one, it only gives the spreading, for the selected Budgets, of the Analytic Accounts.

    3. The last one is available from the Analytic Chart of Accounts. It gives the spreading, for the selected Analytic Accounts, of the Master Budgets per Budgets.

Download links¶

You can download this module as a zip file in the following version:

5.0

trunk

Dependencies¶

account

Reports¶

Print Budgets

Print Budgets

Print Budget

Menus¶

Financial Management/Reporting/Budgets

Financial Management/Budgets

Financial Management/Budgets/Budgetary Positions

Financial Management/Budgets/Budget

Financial Management/Reporting/Budgets/Budget Lines

Views¶

account.budget.post.tree (tree)

account.budget.post.dotation.form (form)

account.budget.post.dotation.tree (tree)

account.budget.post.form.inherit (form)

crossovered.budget.view.form (form)

crossovered.budget.view.tree (tree)

crossovered.budget.line.tree (tree)

crossovered.budget.line.form (form)

* INHERIT account.analytic.account.form.inherot.cci (form)

Objects¶

Object: Budgetary Position (account.budget.post)¶

crossovered_budget_line:
	Budget Lines, one2many

code:	Code, char, required

dotation_ids:	Spreading, one2many

name:	Name, char, required

account_ids:	Accounts, many2many

Object: Budget Dotation (account.budget.post.dotation)¶

post_id:	Item, many2one

amount:	Amount, float

period_id:	Period, many2one

name:	Name, char

tot_planned:	Total Planned Amount, float, readonly

Object: Budget (crossovered.budget)¶

crossovered_budget_line:
	Budget Lines, one2many

name:	Name, char, required

date_from:	Start Date, date, required

state:	Status, selection, required, readonly

code:	Code, char, required

validating_user_id:
	Validate User, many2one, readonly

date_to:	End Date, date, required

creating_user_id:
	Responsible User, many2one

Object: Budget Lines (crossovered.budget.lines)¶

analytic_account_id:
	Analytic Account, many2one, required

general_budget_id:
	Budgetary Position, many2one, required

theoritical_amount:
	Theoritical Amount, float, readonly

date_from:	Start Date, date, required

planned_amount:	Planned Amount, float, required

crossovered_budget_id:
	Budget, many2one, required

paid_date:	Paid Date, date

date_to:	End Date, date, required

practical_amount:
	Practical Amount, float, readonly

percentage:	Percentage, float, readonly