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What is the analytical-tag in Sales Order and how to implement it ?

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ghanshyam

Hi

I'm created successful sales order and purchase order but i'm confused for Analytical tag 

1) what is Analytical tag ?

2) How to implement in Sales order ?

3) After adding it what is the affect on Sales Order ? 

Thanks,

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Joseph Nuroho
Best Answer

Analytic Distribution is mainly used for dividing your expense/income among several analytic accounts in Odoo.
Ex: ABC company provides consultancy services for ERP system and wants to divide its income between 3 departments:
1. Analysis and Design - 50%
2. Coding and testing - 30%
3. Deployment/Delivering - 20%

You can easily configure this requirement in Odoo using Analytic Tags -> Analytic Distribution.

Configuration
1. Create 3 analytic accounts:
- Analysis and Design, 
- Coding and testing, 
- Deployment 

2. Make sure that the Analytic Group of these accounts is the client project's.
3. Configure Analytic Tags -> Distribe by adding these three analytic accounts with their respective part in percentage.
4. Add this analytic distribution at the time of encoding customer invoice line.
5. Now validate that invoice and check the "Analytic Account" in order to check the effect of Analytic Distribution.

Demo: https://www.youtube.com/watch?v=tNEK6MpFT3I
Source: http://pinakinnayi.blogspot.com/2018/02/analytic-distribution-in-odoo.html


-- 

Joseph Nuroho

Director

Nurosoft Consulting - Odoo Official Partner
Flits.id - Modern TMS

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Ray Carnes (ray)
Best Answer

Please review Analytic Account Use Cases at https://www.odoo.com/documentation/user/12.0/accounting/others/analytic/usage.html

Analytic Tags add another dimension to Analytic Accounting - but they must be used AS WELL as Accounts, or must have an Account set on the Tag.  Analytic Tags are used in the same places that Analytic Accounts are used.

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