Odoo 11E: Setting a default analytic account

Question

I wish to track my sales budget, which should be relatively straight forward in an ERP but seems difficult in Odoo. So I create a budget and an analytical account called "Revenue". I don't want the staff to have to set an analytical account every time they raise an invoice (1000s of transactions), so how do I set a default analytical account for all sales orders or invoices to the "revenue" analytical account?

I'd prefer to be able to compare a budget to the accounting entries and do away with analytical accounting all together, but since Odoo doesn't seem to be able to facilitate this like normal accounting packages.

I'd prefer to be able to compare a budget to the accounting entries and do away with

Sudhir Arya (ERP Harbor Consulting Services) · Accepted Answer

In your custom module, you need to override * default_get [1] * method in invoice line object and check the context value if it is a *'type':'out_invoice'* or *'type':'in_invoice' *and based on type you can set analytic account by default.
This way, user will not need to select analytic account every time. It will be filled up by default.
Sudhir Arya
*ERP Harbor Consulting Services*
Skype:  sudhir@erpharbor.com [2]
Website:   http://www.erpharbor.com [3]
None [4]  None [5]  None [6]  None [7]  N

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