Skip to content

Conversation

@Saran440
Copy link
Collaborator

@Saran440 Saran440 commented Dec 20, 2024

This PR enhance budget_control to support case multi-company in 1 budget

Example: We have 5 company and use 1 budget to control all company or use 1 budget to control 2 company

What's changed:

  • Add rule multi-company in Budget Control Sheet. can visible from Companies

  • Add field company_ids and group by company in list view Budget Control Sheet
    Selection_004

    • company_ids in Budget Control Sheet related company from analytic account only can't edit in budget control

    • if no company, all user in role budget control user can visible
      Selection_005

    • In analytic account view, add new field budget_company_ids for control budget multi-company

      • Selected Company is mean use this Analytic Account for 1 Company. --> Allowed Budget Companies (budget_company_ids) will change automatic (nothing to do)
        Selection_007
      • Not selected Company is mean use this Analytic Account for multi-company
        • Selected Allowed Budget Companies for multi company or all company
          Selection_006
        • Not selected Allowed Budget Companies for all company
          Selection_008
  • Budget Monitoring: add group by company (With Text because 1 budget can select multi company)
    Selection_009

  • Change stamp company in commitment from company user login to document company

  • Add Budget Currency in Generate Budget Control Sheet wizard and send it to budget control sheet (currency in budget control sheet not allow to change)
    Selection_026

  • Check all company must have same currency only when user generate budget control sheet (Not support multi-currency in budget control sheet)

@Saran440 Saran440 mentioned this pull request Apr 1, 2025
3 tasks
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants