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Subplans in Analytic accounting

odoo16features analyticaccounting analyticaccount

2 Odpowiedzi

2885 Widoki

Alain Hollenthoner

Hello there,

I'm looking into using Analytic accounting with a hierarchy structure of plans and subplans (e.g. Product Lines -> Products, or Regions -> Countries). But I couldn't find any option of linking the Analytical Account of a Subplan (e.g. a country) to a "parent" Analytical Account (e.g. a region).

Am I missing something here or is that really not possible?

Thanks in advance.

Ciro Noé Hurtado De La Madrid

Hi Alain,

Were you able to solve this requirement? How did you end up handling it?

Regards,

Ciro H.

Alain Hollenthoner

Autor

Hi Ciro,

I haven't solved it at all. Most likely I will use an external software, as Odoo falls short of being the all-in-one solution they promise to be in so many areas.

Alain Hollenthoner

Autor

Unfortunately not. The question is NOT about the basic usage of Analytic accounting.

It's specifically about creating a hierarchy of Plans and Subplans in such a way, that you can allocate e.g. a cost to a Subplan, but then report on it either on Subplan or Plan level.

Kunjan Patel

Hello Alain Hollenthoner
I hope you are doing well,

Odoo doesn't support Plan/Subplan hierarchy natively. However, you can achieve hierarchical reporting using parent/child Analytic Accounts within a single Plan.

Solution:

1. Create one Plan: "Geography"

2. Create parent account: "Europe" (no parent)

3. Create child accounts: "France", "Germany" with Parent = "Europe"

4. Allocate costs to child accounts (France, Germany)

5. Reporting: Odoo automatically rolls up child account costs to parent accounts in analytic reports

Result: You allocate to "France" (subplan level) but can report on "Europe" (plan level) with automatic aggregation. This achieves your goal of hierarchical cost allocation and

multi-level reporting.

I hope this information helps you

Thanks & Regards
Kunjan Patel

Odoonex

Hello Alain

Odoo sub analytic account is little confusing. here is a simple explanation of how you can use it.

Create Analytic Plan e.g. Department
Create Sub Plan
- Marketing
- Human Resource

Create Analytic Account and assign them to the sub plan.

e.g.
Digital Marketing -> Marketing
Stationary -> Human Resource

Now create a Vendor bill and assign the analytic distribution as follow

Vendor Bill line
Transportation - Cost 1000
Analytic Distribution
Digital Marketing - 50%
Stationary - 50%

To view the report. Go to Analytic Reporting
From left side click on the Plus icon next to the total and Select The department. It should ask to select one of the subplan. Select one of them and it should break down the cost by sub plan.

I hope this helps

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