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Budget Management (account_budget)

Module:account_budget Name:Budget Management Version:5.0.1.0 Author:Tiny Directory:account_budget Web:http://www.openerp.com Official module:  yes Quality certified:  yes

Description

This module allows accountants to manage analytic and crossovered budgets.

Once the Master Budgets and the Budgets defined (in Financial
Management/Budgets/), the Project Managers can set the planned amount on each
Analytic Account.

The accountant has the possibility to see the total of amount planned for each
Budget and Master Budget in order to ensure the total planned is not
greater/lower than what he planned for this Budget/Master Budget. Each list of
record can also be switched to a graphical view of it.

Three reports are available:
    1. The first is available from a list of Budgets. It gives the spreading, for these Budgets, of the Analytic Accounts per Master Budgets.

    2. The second is a summary of the previous one, it only gives the spreading, for the selected Budgets, of the Analytic Accounts.

    3. The last one is available from the Analytic Chart of Accounts. It gives the spreading, for the selected Analytic Accounts, of the Master Budgets per Budgets.

Download links

You can download this module as a zip file in the following version:

• 5.0
• trunk

Dependencies

• account

Reports

• Print Budgets
• Print Budgets
• Print Budget

Menus

• Financial Management/Reporting/Budgets
• Financial Management/Budgets
• Financial Management/Budgets/Budgetary Positions
• Financial Management/Budgets/Budget
• Financial Management/Reporting/Budgets/Budget Lines

Views

• account.budget.post.tree (tree)
• account.budget.post.dotation.form (form)
• account.budget.post.dotation.tree (tree)
• account.budget.post.form.inherit (form)
• crossovered.budget.view.form (form)
• crossovered.budget.view.tree (tree)
• crossovered.budget.line.tree (tree)
• crossovered.budget.line.form (form)
• * INHERIT account.analytic.account.form.inherot.cci (form)

Objects

Object: Budgetary Position (account.budget.post)

crossovered_budget_line:  Budget Lines, one2many code:Code, char, required dotation_ids:Spreading, one2many name:Name, char, required account_ids:Accounts, many2many

Object: Budget Dotation (account.budget.post.dotation)

post_id:Item, many2one amount:Amount, float period_id:Period, many2one name:Name, char tot_planned:Total Planned Amount, float, readonly

Object: Budget (crossovered.budget)

crossovered_budget_line:  Budget Lines, one2many name:Name, char, required date_from:Start Date, date, required state:Status, selection, required, readonly code:Code, char, required validating_user_id:  Validate User, many2one, readonly date_to:End Date, date, required creating_user_id:  Responsible User, many2one

Object: Budget Lines (crossovered.budget.lines)

analytic_account_id:  Analytic Account, many2one, required general_budget_id:  Budgetary Position, many2one, required theoritical_amount:  Theoritical Amount, float, readonly date_from:Start Date, date, required planned_amount:Planned Amount, float, required crossovered_budget_id:  Budget, many2one, required paid_date:Paid Date, date date_to:End Date, date, required practical_amount:  Practical Amount, float, readonly percentage:Percentage, float, readonly