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I am trying to figure out how to allocate the same expense to different dimensions - eg. departments and projects. For departments the expense will be allocated on the basis of number of employees in each department; for projects it will be allocated on the basis of time.
I read online that this can be done with tags - but not exactly how to do it.
All suggestions and directions to related resources are welcome.
This is a complex (and probably not realistic) example but will explain the principles and get you started. You need Odoo 10 Enterprise Edition.
Departments A and B.
A has 10 employees (40%).
B has 25 employees (60%).
Projects: 1, 2 and 3.
1 takes 50% of time.
2 takes 30% of time.
3 takes 20% of time.
In Odoo you can tag an expense with as many tags as you want, but you can't split it - you must do this by creating multiple lines on the Invoice. Since you want 20%, 30%, 40%, 50% and 60% of the amount allocated, you can split the line into four - 20%, 30%, 20%, 30%.
20% of $5,000 ($1,000) to Department A and Project 1 and Project 3
30% of $5,000 ($1,500) to Department B and Project 1 and Project 2
20% of $5,000 ($1,000) to Department A
30% of $5,000 ($1,500) to Department B
The Invoice lines (use a product or not, as you need to) will look like this:
Then your reports will look like this:
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|Asked: 9/1/16, 7:33 AM|
|Seen: 1734 times|
|Last updated: 12/30/16, 11:59 PM|