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RGonzalez

Hello everyone, I hope you're all doing well. I have a question about customizing accounting reports, and I wanted to see if you could help me with this. I'm customizing the General Ledger report.

We've custom-defined a special debit and a special credit in the invoice template so we can track each accounting entry. The problem I'm having is that despite adding a new column with the field I want to reference, no value appears in the report.

I thought it was due to something special in the field, and just to validate, I entered the amount (native value of the model) to see if it was visible in the view, but I can't see this field in the report either. 

I don't know if I'm configuring something wrong, but I have no idea where the error could be, because if I edit the date value, for something else like the expiration date. 

It updates without any problems. I would appreciate help identifying the detail I'm not taking into account, because it seems to be a configuration issue with the report and the calculation field.


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Econ Odoo
Best Answer

This is only my good intention of helping you by sharing something in my memory which may not be accurate. When I study this ledger report, I remember that Odoo would get teh categories firsst, (the one in bold) and then for each of them, will go and calculate the line details. So maybe adding a column is only half of the job,you need to inherit the line detail calculation for the data to show.

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RGonzalez
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Hello, thank you very much for your quick response.

I had thought about it before, however, this report is native to Odoo and comes without established lines, which seemed strange to me from what you told me, but after analyzing more in depth, I think I have found a way to follow.

It turns out that if you have lines created but they are not visible, and you can see these lines, it is in the base code.

From there I realized that the report is more complex than what is seen in the interface, and I think that is why it does not take my modifications into account. Apart from the fact that I must include the columns and lines in the same way as in the base code, they use a custom function to consult and group the information to be consulted, and looking at the select, I see that it clearly does not consult the information that I need, and this is where my dilemma would lie.

What I think we will have to do is create a new report inheriting from the original, and from another view consult the information of each report. This to simplify the implementation of the new logic.

However, I appreciate any other comments or recommendations that can help me with this requirement.

Zahra Naveed

@RGonzalez
Hi, I am doing something similar and used the same approach that you used, which is to do it from the front end. However, I realised early on that it needed to be done from the backend because Odoo 18 has a dynamic reporting system, and it does need to expose the field from the backend. i am able to add the field in the GL and its value now im stuck on the part of how to get the sum of it like the debit and credit field show on the account level and then total sum.
if you know or have done this, please can you share something on it.

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