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Re: Checking the reporting is almost impossible

by
Ferdinand Gassauer
- 12/07/2014 11:47:51
On 2014-12-07 16:52, Pedro Manuel Baeza Romero wrote:

Hello Pedro

The point is, that if OpenERP offers 2 tools to analyse data, it must be ensured that both tools return  identical results OR it must be ensured that differences can be easily explained.
Users are very much embarrassed if the can not explain data differences once asked from their boss.

Another example: data from analytic accounting do not match fiscal accounting unless all postings on P&L accounts are also posted to analytic accounts.


<blockquote cite="mid:CACSANCD54qGec8J0GxWDRGV4Y-ZnX8XZtW=i1p5sKMov9u+1Xw@mail.gmail.com" type="cite">
Hi, Eva,

The views you are using are intended for aggregation analysis, not for detail. If you want to go in that kind of analysis, it's better to go to object itself (sale order, for example), and use group by options, that allows to get aggregated totals, but with the possibility to descend to record granularity.

Regards.

2014-12-07 10:18 GMT+01:00 Ferdinand Gassauer <ferdinand.gassauer@camptocamp.com>:
On 2014-12-07 04:57, Eva Pinter wrote:
> Hello,
>
> I was trying to check the reporting, but I found out, that it is not possible.
>
> For instance, the sales report. The sales order number does not appear on any report, and it is not possible to make it appear as it is not part of either the measures or the analysis criteria.
> If I have a difference between the amounts, it is almost impossible to figure out where it comes from.
>
> Furthermore, in the custom filter, I can add the ID, but as a user, this is an information, I do not see, unless, I change all the screens to show me the ID, what most users are not able to do.
>
> The next point is that the total amount is calculated without tax, what is absolutely perfect. The problem is that in the Standard list view of the sales order, the total is always shown with taxes. So the same word is used for 2 different information. Of course, one can change the list views, but the objective is to have a ready to use system where not everyone needs to be a technician to use it.
>
> The worst of all is that the currency is not considered when analysing the sales orders. So, If I have a sales order in USD and my home currency is EUR, the system will bravely sum everything and ALL analysis results will be wrong.
>
> So here are my propositions for change:
>
> 1. Integrate either the sales order number in the report or the ID on other screens to allow a check of the report
it should be standard to display the record ID (IIRC this was the case 
in early versions)
> 2. In the standard list layout of the sales order, take away the invoice type and replace it by the more relevant Total amount before taxes
in b2b (and probably also many b2c) sales people think in "net" terms 
without tax - hence "Net" should appear in all lists.
> 3. Always consider the currency when doing an analysis.
and/or use company currency
>
> Thank you in advance for considering those changes or propose work arounds.
>
> Best regards to all
> Eva P.
>
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