Skip to Content
This question has been flagged
2 Replies
993 Views
Avatar
Vbvbrj

Hello.

I've found odoo simple and convenient working with multi-currency. I use odoo for my personal accounting.

I would like on a Dashboard or on Sales first page to show list of sells, payments, deliveries all in one with following columns:

  1. Date Quoted or Date of payment
  2. Customer
  3. Product or "Payment" word
  4. Quantity
  5. Unit price in USD
  6. Discount per unit in USD
  7. Price per unit after discount in USD
  8. Discount per lot in USD
  9. Total price per product in USD (with minus sign) or payment from customer in USD (with plus sign)
  10. Unit price in EUR
  11. Discount per unit in EUR
  12. Price per unit after discount in EUR
  13. Discount per lot in EUR
  14. Total price per product in EUR (with minus sign) or payment from customer in EUR (with plus sign)
  15. Same columns as 10-14 for another currency.
  16. Payment date for this product (in case of a sell)
  17. Delivery date of this product.

At bottom a sum on columns Total price for every currencie.

Yes, I know its different tables. But I would like to see such an aggregation of data. The main currency is USD, in the columns for EUR and other currencies should show the sign of used currency to order and pay.

I should be able to group the columns by customer and/or filter by customer, and possible by other columns.

How can I accomplish this? Its important to list every product from quotations in its line. The delivery date and pay date is the first for those quotations, as usually delivery is not made partially, nor the payment.


Thank you.

Avatar
Discard
Avatar
Vbvbrj
Author Best Answer

Its ok this report be in Accounting. I use Odoo 17 Full Accounting Kit and Odoo 17 Accounting Financial Reports which are free to use. Can this be done in Accounting?

Avatar
Discard
Dr. Thomas Koliwer

not all your requirements, but some of them. Go to Accounting/Customer/Invoices and check the reported fields (e.g. Amount in Currency). You could certainly extend this report.

Vbvbrj
Author

How I can extend the report? And I want to view it in browser, not to make it pdf.

Avatar
Dr. Thomas Koliwer
Best Answer

I don't think that sales can do that so easily. The question always arises as to the exchange rate at which the currency conversion should take place - document date? today?

That's why the standard system has this function in Accounting, where the invoice date is fixed as the exchange rate. Only there (in the standard system) can you see the amounts both in your local currency and in the original currency (“Amount in Currency”). To add up the individual currencies, you can group by currency

Avatar
Discard