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Hi folks:

I'm trying to get a better understanding of how Analytic Account Defaults are used. I created the following:

  1. A consumable product called "Supplies" that can be expensed

  2. An Analytic Account called "Office Expenses"

  3. An Analytic Account Default for "Office Expenses" when the Product is "Supplies" (specified in Condition)

If I create an Expense Report and select "Supplies", I was expecting the Analytic Account to get automatically defaulted to "Office Expenses". However, this does not happen and I have to manually select the Analytic Account in the Expense Report.

Is there a configuration step that I am missing ?

Thanks in advance for the help.

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Huỷ bỏ
Câu trả lời hay nhất

Analytic Account Defaults used to set a default Analytic Account in sales invoice (for each Sale Order Line) depend on the condition you set:

Example:

Analytic account: 1 will be set by default to invoice if meet the below conditions:

User: Jon and partner: Assus 

Analytic account: 2 will be set by default to invoice if meet the below conditions:

Product: Mouse, wireless

Analytic account: 3 will be set by default to invoice if meet the below conditions:

Company: CM and User: John and partner: AsusTek

Hope this link will help you:

http://pinakinnayi.blogspot.com/2018/04/odoo-analytic-defaults.html


Another helpful module Analytic Distribution:

https://pinakinnayi.blogspot.com/2018/02/analytic-distribution-in-odoo.html

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Tác giả

Thanks Waleed. I have already gone through all of these but they don't address the issue I am facing. All of them use examples of Invoice and Vendor Bills. None uses an example of an Expense Report. Does this feature work with Expense Reports or is it only used by the Invoice and Vendor Bills ?

Tác giả

Thanks a lot Waleed.

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