Overview
Companies that cost by project or department lose analytics at the warehouse. This module adds analytic distribution to stock moves, move lines and scraps and can require it through applicability rules by operation type. The distribution flows from procurement to moves and into accounting lines when valued. It plugs into Inventory, stock accounting and Analytic accounting.
Usage steps
- 1
Set analytic applicability
Configure analytic applicability with the stock business domain and an operation type so the distribution field is offered on stock operations. Scores decide which rule applies.
- business_domain
- stock_picking_type_id
- 2
Distribute on stock moves
On a transfer the move lines show an Analytic distribution field. Users split cost across analytic accounts by percentage.
- analytic_distribution
- Move and move line views
- 3
Validate the distribution
When validation is required the transfer cannot be validated without a complete distribution. Validating the picking runs the check.
- Validation on button_validate
- Error if missing
- 4
Propagate from procurement
Procurement rules copy the analytic distribution to created moves. Chained moves inherit the same split.
- Stock rule custom fields
- Move line values
- 5
Scrap with analytics
Scrap orders also carry the analytic distribution and pass it to the resulting move. Scrap cost is thereby allocated.
- stock.scrap analytic mixin
- 6
Post to accounting lines
When stock valuation entries are prepared the distribution is written on the journal lines. Analytic reports then show stock costs.
- Account move line values
Screens
Illustrative mockups with placeholder data.
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Added by this module
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Added by this module
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Added by this module
Roles
| Role |
|---|
| Warehouse user |
| Accountant |
| Cost controller |
Dependencies
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