ODOO'S FUNCTION
In Odoo, when a field project (project_id) is set on the Sales Order (SO), the related project account (project_account_id) and project analytic are automatically applied to the Sales Order Lines (SOL) if those lines don’t already have analytics. If the SOL already contains an analytic (even from a different plan), Odoo will not overwrite it.
CLUEDOO'S FUNCTION
CLuedoo enhances this process by:
- Add a new field: Analytic Distribution on the SO
- When the Analytic Distribution field is filled:
- Uses the project information from Analytic Distribution to populate the ODS project_account_id field.
- If the analytic account is linked to a project, populates the ODS project_id field.
- Propagates the JSON data to all SOL.
3. If the Analytic Distribution field is not filled, after confirmation, Odoo generates a project_id and project_account_id, CDS will:
- Take the generated project_account_id and update it in the CLuedoo Analytic Distribution field.
- Update the SOL
1. When the Project in the Analytic Distribution is filled,
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2. When the Department in the Analytic Distribution is filled,
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3. When both the Project and Department in the Analytic Distribution are filled,
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4. When nothing is filled in the Analytic Distribution, after the confirmation, project_id and project_account_id will be created by ODS > this project_account_id will be updated in the Analytic Distribution and in the SOL. Note that
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