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Odoo Ent. Ed. v15


I am trying to add an analytic account to an existing Sales Order but that field is disabled.  The Analytic Account setting is checked in Settings, I am shown as an 'Accountant' and I have administrative rights.


Although I may be mistaken, it appears that I confirmed a quotation without an analytic account and then, from there, created a sales order (also without an analytic account) and, from there, created an invoice with a 50% down payment.  The quotation now shows the 50% down payment as a line item, the Sales Order, likewise shows a 50% down payment line item and there is now a 50% confirmed invoice (In Payment).  I also show a draft invoice for the same Sales Order number that deducts the previous 50% down payment amount and will invoice for the balance.


The Sales Order has been given to a customer so I'm hesitant to delete it and to create a new one.  I'm not sure why the analytic account field is disabled but, in any case, can someone suggest a solution that does not require editing Python code?  If an analytic account now can't be created, for whatever reason, that would be helpful to know as well...I'll just have to recreate things and do some explanatory documentation.


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Masoud, can you please clarify where exactly I should be looking for "journal settings in invoicing" to make sure that an analytic account is required?

I have looked at

Accounting|Configuration|Settings|Analytics and the Analytic Accounting checkbox is checked.

Accounting|Configuration|Journals|Customer Invoices and didn't see anything related to analytic accounts

Accounting|Configuration|Customer Invoices but didn't see anything related to analytic accounts.

Sales|Quotation Templates and noticed that the two templates I have have empty Invoicing Journal fields (but, regardless, 'Customer Invoices' seems to be the default)

I think that I was following the correct sequence but may have deleted the analytic account entry during the process when I was trying to get a handle on analytic accounts, analytic plans and analytic budgets.  I'm just trying to fix what was most likely my mistake.

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Double-check if your journal settings in the invoicing are configured to require an analytic account and that same journal's setting. Sometimes, even if the "Analytic Account" checkbox is ticked in settings, certain configurations could prevent it from being properly added. also walk through the order creation process again, ensuring that at each stage (quotation → sales order → invoice), the required analytic account is set. This helps pinpoint where things are going wrong.

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