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Enrique Álvarez-Sala

Hello, we are new to Odoo and were wondering if there is a way to set analytic accounts by order.

We have many projects by clients ordering the same products. We organized or project app by sorting the products by type, not creating a new project for each customer.

Is there a way to do it this way?

Thank you in advance

We are using Odoo online :) 

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Chris TRINGHAM

Thank you Chris. I think that my question really was: how do I set an autmated action, so that I can have an order automaticaly linked with its own analitic account? 

Thank you again! 



Chris TRINGHAM

It should be possible, but what are the business rules? Do you mean that each sales order will have its own unique Analytic Account?

Chris TRINGHAM


Yes, that's it. So we have a business that usually has one big order per client with multiple products. 
We have set up Odoo so that each product has its own project afterwards, and gets managed by one project manager.
But we need one analytic account per order, so that we can see costs and benefits per client :)


Thank you so much!


Chris TRINGHAM

Thank you so much! I will investigate!

Chris TRINGHAM

I updated my answer

Chris TRINGHAM

Wow this is exactly what I was looking for! Thank you so much!

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Chris TRINGHAM
Best Answer

Analytic account can be entered on the "Other Info" tab for a Sales Order (under "Invoicing").  You could set up User-Defined Defaults or Automated Actions if you don't want users to enter them manually each time.

EDIT: It's quite simple to create an Analytic Account for each new sales order using an Automated Action:

  • Model = Sale Order                                            
  • Action To Do = Create a new Record
  • Trigger Condition = On Creation       
  • Create/Write Target Model = Analytic Account
  • Link using field = Analytic Account (sale.order)   
    • analytic_account_id           

Field | Evaluation Type | Value

Analytic Account (account.analytic.account) | Python Expression | record.name
Customer (account.analytic.account) | Python Expression | record.partner_id.id

This is an example where the "Link Using Field" is very useful, but unfortunately there is a bug that prevents you from entering it through the user interface because the domain is incorrect (more details and workarounds: Create analytic accounts for sales orders using automated actions).

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