Invoice And Bill Analytic Distribution
by Yugma Tech📊 Invoice & Bill Analytic Distribution
Set analytic distribution on Invoice, Bill, and Journal Entry headers and automatically pass it to each created line. Update all lines with a single click!
✨ Odoo 19.0 | Community & Enterprise✅ Works Seamlessly Across All Document Types:
🎯 Use Case
This module enables you to set analytic distribution on Customer Invoices, Vendor Bills, Credit Notes, Refunds, and Journal Entry records and pass it to each created line. You can also update lines' analytic distribution with the header analytic distribution with a single click.
📄 Supported Document Types
This module works seamlessly across all major accounting documents. Set analytic distribution once at the header level and it automatically applies to all lines!
Customer Invoices
Set analytic distribution on customer invoices and credit notes. All invoice lines inherit the header distribution automatically.
✓ SupportedVendor Bills
Apply analytic distribution on vendor bills and refunds. Update all bill lines with a single click from the header.
✓ SupportedJournal Entries
Manage analytic distribution on journal entries. Set distribution at entry level and apply to all journal items automatically.
✓ Supported✨ Key Features
Header-Level Distribution
Set analytic distribution on Invoice, Bill, and Journal Entry records, and automatically pass it to lines.
Auto-Apply to Lines
Automatically set the analytic distribution from the invoice/bill/journal entry header to the line analytic distribution when creating a new line.
One-Click Update
Update all lines' analytic distribution to match the invoice/bill/journal entry header's analytic distribution with a single click.
📖 User Guide
📝 Step 1: Set Analytic Distribution on Header
Select analytic account on invoice level (or bill, journal entry), and it will automatically be applied on invoice line level when adding a line. You can even change it manually in the line if you want.
🔄 Step 2: Update All Lines with One Click
If you want to update analytic distribution on all invoice lines, just select the distribution account on the invoice level and click on the "Update Analytic Distribution" button. It will update the same accounts in all lines.
✅ Works on All Document Types!
You can perform the same action on Customer Invoices, Vendor Bills, Credit Notes, Refunds, and Journal Entries. The functionality is identical across all document types!
🚀 Why Choose This App?
Time Saving
Update all lines' analytic distribution with a single click instead of manually updating each line
Accuracy
Ensure consistent analytic distribution across all invoice and bill lines automatically
Complete Support
Invoices, Bills, Credit Notes, Refunds, and Journal Entries - all supported!
Easy to Use
Simple interface with intuitive one-click update functionality
📝 How It Works
Set Distribution
Open any Invoice, Bill, or Journal Entry and set the analytic distribution on the header level.
Auto-Apply
When you add a new line, the analytic distribution from the header is automatically applied to that line.
Manual Override
If needed, you can manually change the analytic distribution on individual lines.
Bulk Update
Click the "Update Analytic Distribution" button to update all existing lines with the header's distribution.
⚙️ Technical Specifications
🔌 Module Integration
- ✓ Customer Invoices
- ✓ Vendor Bills
- ✓ Credit Notes
- ✓ Refunds
- ✓ Journal Entries
- ✓ All Invoice & Bill Types
📦 Module Details
- ✓ Technical Name: yt_invoice_bill_analytic_distribution
- ✓ Version: 19.0.1.0
- ✓ License: OPL-1
- ✓ Dependencies: account, analytic
- ✓ Category: Accounting
Ready to Streamline Your Analytic Distribution?
Install Invoice & Bill Analytic Distribution today and manage your analytic accounts efficiently across all your accounting documents!
