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Accrued Revenue Entry for SOL

Extend Accrued Revenue Entry to SOL.
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Versions: V18


ODOO'S FUNCTION

Odoo’s native accrual engine allows you to generate Accrued Revenue entries directly from a Sales Order (SO). The limitation, however, is that this action applies to the entire document - you currently cannot pick and choose specific Sales Order Lines (SOL) to accrue independently.

CLUEDOO'S FUNCTION

CLuedoo upgrades the standard process by extending the accrual engine to the individual Sales Order Line (SOL) level, enabling precise, line-by-line accruals. Furthermore, it introduces flexible accounting controls by giving you the option to group or ungroup distinct Journal Entries (JEs) for different Sales Orders.

CONFIGURATION


Go to Sales > Open Studio > Edit Menu > Add a new menu for Sales Order Lines > Close

USAGE


1. Go to Sales > Access the Sales Order Lines menu that you just created > Choose some SOLs from different SOs > Actions > Accrued Revenue Entry


2. Choose the Accrual Account and check the Group Entries by Order if needed > Create Entry

"GROUP ENTRIES BY ORDER" UNCHECKED

The JEs from different SOs are grouped into one.


"GROUP ENTRIES BY ORDER" CHECKED

The JEs are generated separately for each individual SO.