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155 lines
4.7 KiB
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155 lines
4.7 KiB
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===============================
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Link analytic items and partner
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===============================
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..
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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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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--analytic-lightgray.png?logo=github
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:target: https://github.com/OCA/account-analytic/tree/16.0/analytic_partner
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:alt: OCA/account-analytic
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-analytic-16-0/account-analytic-16-0-analytic_partner
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-analytic&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module adds a commercial partner on each analytic item for allowing to
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have another dimension for data analysis.
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It also handles the proper propagation of this field to the created analytic
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entries when validating invoices.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module, you need to:
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#. Go to **Setting > Users > Groups** and check that
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your user has the "Show Full Accounting Features" and
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"Analytic Accounting" access rights.
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Usage
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=====
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#. Go to **Invoicing > Accounting > Management > Analytic Items**.
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#. Set the **other partner** in the form view of an the analytic entry.
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#. Go back to list view where you can search and group by this new field.
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You can also:
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#. Go to the form view of one of the partners selected as "other partner".
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#. Click on the smart-button **Cost/Revenue** placed on the upper-right part.
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#. Navigate to the analytic items associated to this partner.
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Known issues / Roadmap
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======================
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This module hasn't been tested with *account_analytic_distribution* module
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installed, so maybe it's incompatible with it.
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Changelog
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=========
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13.0.1.0.0 (2020-01-07)
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~~~~~~~~~~~~~~~~~~~~~~~
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Migrated to odoo 13.
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12.0.1.0.0 (2019-01-17)
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~~~~~~~~~~~~~~~~~~~~~~~
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Migrated to odoo 12.
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11.0.1.0.0 (2018-10-15)
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~~~~~~~~~~~~~~~~~~~~~~~
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Migrated to odoo 11.
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10.0.1.0.0 (2017-05-22)
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~~~~~~~~~~~~~~~~~~~~~~~
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Migrated to odoo 10.
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8.0.1.0.1 (2015-08-20)
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~~~~~~~~~~~~~~~~~~~~~~~
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* [IMP] Distinguish between the partner of the account and the specific partner.
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* [FIX] Allow grouping on partner_id field.
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* [FIX] README - Indentation is not correct in Known issues.
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8.0.1.0.0 (2015-08-13)
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~~~~~~~~~~~~~~~~~~~~~~~
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First version.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-analytic/issues>`_.
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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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`feedback <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**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Tecnativa
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Contributors
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~~~~~~~~~~~~
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* `Tecnativa <https://www.tecnativa.com>`__:
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* Pedro M. Baeza
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* Luis M. Ontalba
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* Cristina Martin R.
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* Sergio Teruel
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* Carlos Roca
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* `Ecosoft <https://ecosoft.co.th/>`__:
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* Pimolnat Suntian <pimolnats@ecosoft.co.th>
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* Daniel Reis <dreis@opensourceintegrators.com>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/account-analytic <https://github.com/OCA/account-analytic/tree/16.0/analytic_partner>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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