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509 lines
16 KiB
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</head>
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<body>
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<div class="document" id="link-analytic-items-and-partner">
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<h1 class="title">Link analytic items and partner</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:bfdc51503d6bda511d455f968ca0ffe34df27f0974bd7a3dfd16afe07ea94f82
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-analytic/tree/16.0/analytic_partner"><img alt="OCA/account-analytic" src="https://img.shields.io/badge/github-OCA%2Faccount--analytic-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-analytic-16-0/account-analytic-16-0-analytic_partner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-analytic&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module adds a commercial partner on each analytic item for allowing to
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have another dimension for data analysis.</p>
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<p>It also handles the proper propagation of this field to the created analytic
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entries when validating invoices.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-3">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#changelog" id="toc-entry-4">Changelog</a><ul>
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<li><a class="reference internal" href="#section-1" id="toc-entry-5">13.0.1.0.0 (2020-01-07)</a></li>
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<li><a class="reference internal" href="#section-2" id="toc-entry-6">12.0.1.0.0 (2019-01-17)</a></li>
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<li><a class="reference internal" href="#section-3" id="toc-entry-7">11.0.1.0.0 (2018-10-15)</a></li>
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<li><a class="reference internal" href="#section-4" id="toc-entry-8">10.0.1.0.0 (2017-05-22)</a></li>
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<li><a class="reference internal" href="#section-5" id="toc-entry-9">8.0.1.0.1 (2015-08-20)</a></li>
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<li><a class="reference internal" href="#section-6" id="toc-entry-10">8.0.1.0.0 (2015-08-13)</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-11">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-12">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-13">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-14">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-15">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
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<p>To configure this module, you need to:</p>
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<ol class="arabic simple">
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<li>Go to <strong>Setting > Users > Groups</strong> and check that
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your user has the “Show Full Accounting Features” and
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“Analytic Accounting” access rights.</li>
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</ol>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
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<ol class="arabic simple">
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<li>Go to <strong>Invoicing > Accounting > Management > Analytic Items</strong>.</li>
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<li>Set the <strong>other partner</strong> in the form view of an the analytic entry.</li>
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<li>Go back to list view where you can search and group by this new field.</li>
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</ol>
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<p>You can also:</p>
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<ol class="arabic simple">
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<li>Go to the form view of one of the partners selected as “other partner”.</li>
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<li>Click on the smart-button <strong>Cost/Revenue</strong> placed on the upper-right part.</li>
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<li>Navigate to the analytic items associated to this partner.</li>
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</ol>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
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<p>This module hasn’t been tested with <em>account_analytic_distribution</em> module
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installed, so maybe it’s incompatible with it.</p>
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</div>
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<div class="section" id="changelog">
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<h1><a class="toc-backref" href="#toc-entry-4">Changelog</a></h1>
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<div class="section" id="section-1">
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<h2><a class="toc-backref" href="#toc-entry-5">13.0.1.0.0 (2020-01-07)</a></h2>
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<p>Migrated to odoo 13.</p>
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</div>
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<div class="section" id="section-2">
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<h2><a class="toc-backref" href="#toc-entry-6">12.0.1.0.0 (2019-01-17)</a></h2>
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<p>Migrated to odoo 12.</p>
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</div>
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<div class="section" id="section-3">
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<h2><a class="toc-backref" href="#toc-entry-7">11.0.1.0.0 (2018-10-15)</a></h2>
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<p>Migrated to odoo 11.</p>
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</div>
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<div class="section" id="section-4">
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<h2><a class="toc-backref" href="#toc-entry-8">10.0.1.0.0 (2017-05-22)</a></h2>
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<p>Migrated to odoo 10.</p>
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</div>
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<div class="section" id="section-5">
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<h2><a class="toc-backref" href="#toc-entry-9">8.0.1.0.1 (2015-08-20)</a></h2>
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<ul class="simple">
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<li>[IMP] Distinguish between the partner of the account and the specific partner.</li>
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<li>[FIX] Allow grouping on partner_id field.</li>
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<li>[FIX] README - Indentation is not correct in Known issues.</li>
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</ul>
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</div>
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<div class="section" id="section-6">
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<h2><a class="toc-backref" href="#toc-entry-10">8.0.1.0.0 (2015-08-13)</a></h2>
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<p>First version.</p>
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</div>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-11">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-analytic/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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||
<a class="reference external" href="https://github.com/OCA/account-analytic/issues/new?body=module:%20analytic_partner%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||
</div>
|
||
<div class="section" id="credits">
|
||
<h1><a class="toc-backref" href="#toc-entry-12">Credits</a></h1>
|
||
<div class="section" id="authors">
|
||
<h2><a class="toc-backref" href="#toc-entry-13">Authors</a></h2>
|
||
<ul class="simple">
|
||
<li>Tecnativa</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="contributors">
|
||
<h2><a class="toc-backref" href="#toc-entry-14">Contributors</a></h2>
|
||
<ul class="simple">
|
||
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
|
||
<li>Pedro M. Baeza</li>
|
||
<li>Luis M. Ontalba</li>
|
||
<li>Cristina Martin R.</li>
|
||
<li>Sergio Teruel</li>
|
||
<li>Carlos Roca</li>
|
||
</ul>
|
||
</li>
|
||
<li><a class="reference external" href="https://ecosoft.co.th/">Ecosoft</a>:<ul>
|
||
<li>Pimolnat Suntian <<a class="reference external" href="mailto:pimolnats@ecosoft.co.th">pimolnats@ecosoft.co.th</a>></li>
|
||
</ul>
|
||
</li>
|
||
<li>Daniel Reis <<a class="reference external" href="mailto:dreis@opensourceintegrators.com">dreis@opensourceintegrators.com</a>></li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="maintainers">
|
||
<h2><a class="toc-backref" href="#toc-entry-15">Maintainers</a></h2>
|
||
<p>This module is maintained by the OCA.</p>
|
||
<a class="reference external image-reference" href="https://odoo-community.org">
|
||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
||
</a>
|
||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||
mission is to support the collaborative development of Odoo features and
|
||
promote its widespread use.</p>
|
||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-analytic/tree/16.0/analytic_partner">OCA/account-analytic</a> project on GitHub.</p>
|
||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
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