TMS - Accounting
The TMS - Accounting manages the accounting processes for the TMS modules. This module enables features such as purchase orders invoicing, sale order invoicing and analytic accounting.
Important
This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status
Table of contents
Installation
There are two ways of installing the module:
Transport settings
- Go to Transport app.
- Go to Configuration > Settings.
- In the Trips block, enable the “Manage Trips Accounting” setting.
Apps list
- Go to Apps.
- Search for TMS - Accounting module.
- Install the module.
Configuration
Analytic Distribution
- Go to Transport module.
- Go to Configuration > Settings.
- In the trips block, check the “Analytic Accounting” setting.
- Check the “Trips” box to create analytic accounts for each trip using this plan.
- If routes are enabled, check the “Routes” box to create analytic accounts for each route using this plan.
Usage
Create sale order invoices
- Go to Sale module.
- Create a new sale quotation.
- Add the trips to the Products page in the order.
- When saving, the trips are created as drafts.
- In the trips, check the “Create invoices and bills when completed?” box.
- Change the state of the trip to “Completed” and the invoices will be generated (Sale order needs to be confirmed).
Create purchase bill
- Go to Transport module.
- Create or select a trip.
- Add purchases to the Purchase page.
- Check the “Create invoices and bills when completed?” box.
- Change the state of the trip to “Completed” and the bills will be generated (Purchase order needs to be confirmed).
Analytic Accounting
- When adding trips to sale orders, the analytic account will be set by default with the trip account and the route account (Depending on which plans are enabled in the configration).
- When adding purchase orders to trips, the analytic account will be set by default with the trip account and the route account (Depending on which plans are enabled in the configration).
- When adding expenses to trips, the analytic account will be set by default with the trip account and the route account (Depending on which plans are enabled in the configration).
- In the section of Transport > Reporting, the total revenue can be seen for each trip and route according to the analytic accounts.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Open Source Integrators
Contributors
- Santiago Rodriguez srodriguez@opensourceintegrators.com
- Edgar Martinez emartinez@opensourceintegrators.com
- Maxime Chambreuil mchambreuil@opensourceintegrators.com
Other credits
- Open Source Integrators https://opensourceintegrators.com
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainers:
This module is part of the OCA/stock-logistics-transport project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.