How to use analytic account on internal transfer between warehouse

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

CRM
e-Commerce
Účetnictví
Sklad
PoS
Project
MRP

All apps

All Posts Lidé Odznaky

Štítky (View all)

odoo accounting v14 pos v15

O tomto fóru

Pomoc

How to use analytic account on internal transfer between warehouse

internal-transfer analyticaccount

2 Odpovědi

4066 Zobrazení

razuta

Hi, can I achieve case like this in odoo 14?

Case:

So my trial balance will look like this:

Before stock transfer:

Account | Analytic account | Value

Inventory FG | City A | 100

Inventory FG | City B | 0

After stock transfer:

Account | Analytic account | Value

Inventory FG | City A | 0

Inventory FG | City B | 100

Thank You.

razuta

Autor

Hi, Muhammad Amir Nazir, thank you for your answer and explanation, i will try and give my feedback ASAP.

razuta

Autor

Hi, Muhammad Amir Nazir,

I have tried all the steps you've been mentioned above, and this is the result:

Step:
1. - Create item name: Test Product
- Create locations: GDA
GDB
- Update quantity item Test Product = 100
- Update cost item Test Product = @1000

2. - Create COA: 199999 TestWHTransfer
- Chose account type "Stock" --> There is no account type "Stock", meanwhile I chose "Current Asset", so what odoo version has account type "Stock"?

3. - Create Analytic account: AlyticGDA
AlyticGDB

4. - Create stock transfer and go to "Inventory > Operations > Stock Transfers", unfortunately, there is no "Stock Transfer", there is only "Transfer"
- Chose operation type: Internal transfer
- Source location: GDA
- Destination location: GDB
- Product: Test Product
- Demand: 10

What doesnt exist:
Field: Account from
Analytic account from
Account to
Analytic account to

so any idea how to activate those column/field on internal transfer? Actually, I have prepared all my screenshot, but unfortunately, there isnt option to upload image on this comment, so maybe I can show you through alternative like email?

Thank You for Your help & answer.

Muhammad Amir Nazir

Yes, you can achieve this case in Odoo 14 using stock transfers. Here's how you can set it up:

Create the items and warehouse locations that you want to use in the stock transfer. To do this, go to "Inventory > Master Data > Products" and click "Create" to create a new product. Enter the name and other details of the product, and set the "Inventory Valuation" field to "Periodic" if you want to track the value of the stock. Then, go to "Inventory > Configuration > Locations" and click "Create" to create a new warehouse location. Enter the name and other details of the warehouse location.
Create the accounts that you want to use for the stock transfer. To do this, go to "Accounting > Configuration > Chart of Accounts" and click "Create" to create a new account. Enter the name and other details of the account, and set the "Account Type" field to "Stock" if you want to use the account for stock valuation.
Create the analytic accounts that you want to use for the stock transfer. To do this, go to "Accounting > Configuration > Analytic Accounting > Analytic Accounts" and click "Create" to create a new analytic account. Enter the name and other details of the analytic account.
Create the stock transfer. To do this, go to "Inventory > Operations > Stock Transfers" and click "Create" to create a new stock transfer. Select the "From WH" and "To WH" locations, and add the items that you want to transfer. Set the "Qty" and "Value" fields to the values that you want to transfer, and select the appropriate "Account from", "Analytic acc from", "Account to", and "Analytic acc to" fields.

When you validate the stock transfer, the quantities and values of the items will be transferred from the "From WH" location to the "To WH" location, and the corresponding accounts and analytic accounts will be updated.

I hope this information is helpful. If you have any further questions or need additional guidance, please don't hesitate to ask.

Balagopal R

Where you are configuring the Analytic Account in Inventory Transfer? Can you add a screenshot please?

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Přihlásit se

Related Posts	Odpovědi	Zobrazení
Internal Transfer - Receipt internal-transfer	0 pro 24	1341
Massive "internal transfers" between warehouses internal-transfer	1 říj 21	2663
How to make an internal transfer in Odoo version 18? Vyřešeno accounting internal-transfer	4 čvn 25	6421
Odoo 13 Enterprise doing reserved quantity to 0 internal-transfer reserved	0 zář 24	966
2 Step process Transfer inventory internal-transfer	1 zář 24	1675

This question has been flagged

Enjoying the discussion? Don't just read, join in!