Skip to Content
Odoo Menu
  • Log ind
  • Prøv gratis
  • apps
    Økonomi
    • Bogføring
    • Fakturering
    • Udgifter
    • Regneark (BI)
    • Dokumenter
    • e-Signatur
    Salg
    • CRM
    • Salg
    • POS Butik
    • POS Restaurant
    • Abonnementer
    • Udlejning
    Hjemmeside
    • Hjemmesidebygger
    • e-Handel
    • Blog
    • Forum
    • LiveChat
    • e-Læring
    Forsyningskæde
    • Lagerbeholdning
    • Produktion
    • PLM
    • Indkøb
    • Vedligeholdelse
    • Kvalitet
    HR
    • Medarbejdere
    • Rekruttering
    • Fravær
    • Medarbejdersamtaler
    • Anbefalinger
    • Flåde
    Marketing
    • Markedsføring på sociale medier
    • E-mailmarketing
    • SMS-marketing
    • Arrangementer
    • Automatiseret marketing
    • Spørgeundersøgelser
    Tjenester
    • Projekt
    • Timesedler
    • Udkørende Service
    • Kundeservice
    • Planlægning
    • Aftaler
    Produktivitet
    • Dialog
    • Godkendelser
    • IoT
    • VoIP
    • Vidensdeling
    • WhatsApp
    Tredjepartsapps Odoo Studio Odoo Cloud-platform
  • Brancher
    Detailhandel
    • Boghandel
    • Tøjforretning
    • Møbelforretning
    • Dagligvarebutik
    • Byggemarked
    • Legetøjsforretning
    Mad og værtsskab
    • Bar og pub
    • Restaurant
    • Fastfood
    • Gæstehus
    • Drikkevareforhandler
    • Hotel
    Ejendom
    • Ejendomsmægler
    • Arkitektfirma
    • Byggeri
    • Ejendomsadministration
    • Havearbejde
    • Boligejerforening
    Rådgivning
    • Regnskabsfirma
    • Odoo-partner
    • Marketingbureau
    • Advokatfirma
    • Rekruttering
    • Audit & certificering
    Produktion
    • Tekstil
    • Metal
    • Møbler
    • Fødevareproduktion
    • Bryggeri
    • Firmagave
    Heldbred & Fitness
    • Sportsklub
    • Optiker
    • Fitnesscenter
    • Kosmetolog
    • Apotek
    • Frisør
    Håndværk
    • Handyman
    • IT-hardware og support
    • Solenergisystemer
    • Skomager
    • Rengøringsservicer
    • VVS- og ventilationsservice
    Andet
    • Nonprofitorganisation
    • Miljøagentur
    • Udlejning af billboards
    • Fotografi
    • Cykeludlejning
    • Softwareforhandler
    Gennemse alle brancher
  • Community
    Få mere at vide
    • Tutorials
    • Dokumentation
    • Certificeringer
    • Oplæring
    • Blog
    • Podcast
    Bliv klogere
    • Udannelselsesprogram
    • Scale Up!-virksomhedsspillet
    • Besøg Odoo
    Få softwaren
    • Download
    • Sammenlign versioner
    • Udgaver
    Samarbejde
    • Github
    • Forum
    • Arrangementer
    • Oversættelser
    • Bliv partner
    • Tjenester til partnere
    • Registrér dit regnskabsfirma
    Modtag tjenester
    • Find en partner
    • Find en bogholder
    • Kontakt en rådgiver
    • Implementeringstjenester
    • Kundereferencer
    • Support
    • Opgraderinger
    Github Youtube Twitter LinkedIn Instagram Facebook Spotify
    +1 (650) 691-3277
    Få en demo
  • Prissætning
  • Hjælp

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

  • CRM
  • e-Commerce
  • Bogføring
  • Lager
  • PoS
  • Projekt
  • MRP
All apps
Du skal være registreret for at interagere med fællesskabet.
All Posts People Emblemer
Tags (View all)
odoo accounting v14 pos v15
Om dette forum
Du skal være registreret for at interagere med fællesskabet.
All Posts People Emblemer
Tags (View all)
odoo accounting v14 pos v15
Om dette forum
Hjælp

Reuse of Financial Report Formulas & Codes

Tilmeld

Få besked, når der er aktivitet på dette indlæg

Dette spørgsmål er blevet anmeldt
accountingsaasreportingodoo10
1 Svar
6032 Visninger
Avatar
Zach Waite

Hello all,

I'm working with report creation in Odoo 10 and find it interesting that reusing child account lines is not promoted when creating new reports through the UI.  I was wondering if someone in the community might have some insight into the decision to customize reports by creating new versions of some of the same lines rather than referencing the lines if they already exist.

For example, to create a Working Capital Report, maybe I'd set up something like this:

WORKING CAPITAL (balance = WC_CA.balance - WC_CL.balance)
    CURRENT ASSETS (WC_CA) # compute value with child lines or domain expression
    CURRENT LIABILITIES (WC_CL) # compute with child lines or domain expression

Where WC_CA and WC_CL are new child lines that I create by hand or duplicating.

Meanwhile, the Balance Sheet Report that ships with Odoo assumes this hierarchy for the first two levels:

BALANCE SHEET
    ASSETS (TA)
        Current Assets (CA)
        Plus Fixed Assets (FA)
        Plus Non Current Assets (PNCA)
    LIABILITIES (L)
        Current Liabilities (CL)
        Plus Non Current Liabilities (NL)
    EQUITY (EQ)
        CURRENT YEAR EARNINGS (UNAFFECTED_EARNINGS)
        RETAINED EARNINGS (RETAINED_EARNINGS)

In this example, it seems like it could be easier and potentially less error prone to re-use Current Assets and Current Liabilities from the Balance Sheet, rather than recompute these lines and their child lines again.

Any insights would be welcomed, 

Zach


0
Avatar
Kassér
Avatar
Zach Waite
Forfatter Bedste svar

Upon further investigation, it seems that I can re-use lines from other reports. To do this, you must open the reference report, drill down to the formula for computing the line, copy the formula, return to the new report and paste it into the new line formula. Or, instead of copying the formula, you can reference directly once you've identified the code you're looking for. The best way to do this is probably to export all of the reports and child lines to a spreadsheet and use that to figure out the code. In my example above, I might have Current Assets for the Working Capital report have this formula:

WC_CA = CA.balance

So, it  seems that you can re-use report lines, it's just a few more clicks than I thought at first. Hope this helps someone else.

0
Avatar
Kassér
Enjoying the discussion? Don't just read, join in!

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

Tilmeld dig
Related Posts Besvarelser Visninger Aktivitet
Odoo Online 18.4: Mapping Spanish Chart of Accounts to US for Trial Balance Report Løst
accounting reporting
Avatar
Avatar
1
okt. 25
533
What content in Python files for report invoice document
accounting reporting
Avatar
1
apr. 25
2176
How to perform automatic year-end accounting entries?
accounting reporting
Avatar
0
mar. 25
1912
Custom accounting report with account tags Løst
accounting reporting
Avatar
Avatar
2
jan. 25
2254
Accounting reporting: Profit and loss; missing account Løst
accounting reporting
Avatar
Avatar
2
maj 24
2665
Community
  • Tutorials
  • Dokumentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Oversættelser
Tjenester
  • Odoo.sh-hosting
  • Support
  • Opgradere
  • Individuelt tilpasset udvikling
  • Uddannelse
  • Find en bogholder
  • Find en partner
  • Bliv partner
Om os
  • Vores virksomhed
  • Brandaktiver
  • Kontakt os
  • Stillinger
  • Arrangementer
  • Podcast
  • Blog
  • Kunder
  • Juridiske dokumenter • Privatlivspolitik
  • Sikkerhedspolitik
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo er en samling open source-forretningsapps, der dækker alle dine virksomhedsbehov – lige fra CRM, e-handel og bogføring til lagerstyring, POS, projektledelse og meget mere.

Det unikke ved Odoo er, at systemet både er brugervenligt og fuldt integreret.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now