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Analytic Intercompany

Keep analytic account in the intercompany orders/invoices.
171,82 € 171,82 € (Hors taxes)
US$ 200,00 (Hors taxes)

  • Versions
Conditions générales
Garantie satisfait ou remboursé de 30 jours
Livraison : 2-3 jours ouvrables




ODOO'S FUNCTION

In Odoo, an analytic account is strictly limited to one company. Because of this limitation, the analytic account (and thus, the project context) is lost during inter-company transactions. When one company within the group receives a purchase order from another, they have no idea which project the order is related to, leading to a breakdown in project tracking.


CLUEDOO'S FUNCTION

Cluedoo enhances analytic accounting for multi-company operations by introducing:

1️⃣ The ability for a single analytic account to be shared between all companies of the group in a multi-company configuration.

2️⃣ The retention of the project's analytic account on all inter-company documents (like purchase orders or vendor bills).

This allows for project information to flow clearly between companies. When one company "buys" services from another for a project, the receiving company can see the correct analytic account on their documents. This makes it easy to organize internal projects, handle re-invoicing, and track all related costs in one central place.


1. Go to Settings > General Settings 

Find Inter-Company Transactions > Tick and fill all the fields like this image

Then Save

Note: Make sure you configure this settings for all the companies which you want to make inter-company transactions

2. Create a Sales Order and designate an Analytic Account in the order lines for Company A (for example, Falinwa France).

Note: 

  • If Analytic Account is not global, it will not be included in PO 
  • Company of the analytic account should be empty




3. Go to Company B (for example, COMP) and check the Requests for Quotation (RFQ). It will automatically create the RFQ with the same Analytic Account as in Company A.