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RE: SEEKING: A way to Express Income and Expenses on P&L as a PERCENT OF SALES

by
Solnet Solutions Limited, Kevin McMenamin
- 10/23/2017 15:20:50

Morning Ray

 

Have a look at the code that runs the executive summary report – has similar margin % numbers.

 

<record id="account_financial_report_executivesummary_npmargin0" model="account.financial.html.report.line">

            <field name="name">Net profit margin (net profit / income)</field>

            <field name="sequence" eval="2"/>

            <field name="parent_id" ref='account_financial_report_executivesummary_performance0'/>

            <field name="formulas">balance = NEP.balance / INC.balance</field>

            <field name="figure_type">percents</field>

            <field name="level" eval="2" />

        </record>

 

Because this is not correct for a trading company (uses GP instead of sales) I have a module which effectively overwrites as follows:

 

<record id="account_reports.account_financial_report_executivesummary_npmargin0" model="account.financial.html.report.line">

            <field name="name">Net profit margin (net profit / income)</field>

            <field name="sequence" eval="2"/>

            <field name="parent_id" ref='account_reports.account_financial_report_executivesummary_performance0'/>

            <field name="formulas">balance = NEP.balance / OPINC.balance</field>

            <field name="figure_type">percents</field>

            <field name="level" eval="2" />

        </record>

 

So you should be able to add extra rows with % calculations into the standard P&L report

 

Kevin

 

 

 

From: Raymond Carnes [mailto:rcarnes@vcloud9.com]
Sent: Tuesday, October 24, 2017 4:50 AM
To: Community: Accounting and Finance <expert-finance@mail.odoo.com>
Subject: SEEKING: A way to Express Income and Expenses on P&L as a PERCENT OF SALES

 

Hello,

 

Has anyone come up with a way, in the Enterprise Edition, to express income and expense lines on the Profit and Loss Statement as a percent of Sales?

 

Example mocked up at: https://i.imgur.com/JYhGyjc.png

 

This is a common way to measure the variable expenses as Sales increase and decrease from month to month.

 

Ray.

 

 

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www.vcloud9.com
844-9VCLOUD

Ray Carnes - Odoo

Greater Los Angeles
Highland, CA 92346
Mobile: (909) 864-4576

rcarnes@vcloud9.com

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