Project Search
Filter by Project on Sales, Purchase, and Invoice
| : V13 |
Project Search
Filter by Project on Sales, Purchase, and Invoice
| :V13 |
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo proposes to filter on analytic account and/or project only if it's set at the main level and not if it's at the sub level.
For example, as the analytic account is put in the Invoice lines, you couldn't make a filter at the Invoice level. This applies also for other objects like Sales Order, Purchase Order etc.
CLUEDOO BEHAVIOR
Even if the information is given at the line level, you can still filter on analytic account and/or project for Sales Order/Purchase Order/Customer Invoice/Vendor Bill
MODULE+
Daily search is done on Order/Invoice (and not on sales order lines/customer invoice lines) and so it's important to easily search Project/Analytic account directly at this level.
CLUEDOO RECOMMENDATION
To be installed on 100% of database using all the dependencies (Sales, Purchase, Project, Timesheet).
OUR FEATURES AS SOLUTION
Filter by Analytic Account and Project on Sales, Purchase, and Invoice
HOW TO USE THIS MODULE ?
1
Fill in the analytic account on invoice line, then on list view we can directly search by analytic account
2
We can also search by project if the invoice is for service product used in timesheet
