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Link analytic items and partner

analytic_partner folder_open OCA/account-analytic open_in_new
Analytic Accounting License: AGPL-3

This module adds a commercial partner on each analytic item for allowing to have another dimension for data analysis.

It also handles the proper propagation of this field to the created analytic entries when validating invoices.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds an 'Other Partner' field to analytic items so you can search and group analytic entries by partner, and automatically fills it from the invoice's commercial partner when invoices are validated.

This module adds a new partner field, called 'Other Partner', on analytic items. You can see it on the analytic entries list and form, and you can search or group analytic entries by it.

On the partner form, a new 'Cost/Revenue' button appears in the button box. Clicking it opens the analytic entries linked to that partner (including child contacts), grouped by date.

When an invoice is validated, the analytic entries created from its lines automatically get the invoice's commercial partner in the 'Other Partner' field. This gives you a second partner dimension for analysing costs and revenues.

The module touches the account.analytic.line and account.move.line models, and adds views on analytic entries and on the partner form. It depends on the Accounting app.

Depends on

account

Required by other modules

Models and fields (2)
  • account.move.line · extends an existing model
  • account.analytic.line · extends an existing modelother_partner_id (Other Partner)

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 7 confirmed, 2 with no information of 9 versions.

Sources · Odoo 17.0

Confirmed on 2026-11-03 in branch 17.0 of OCA/account-analytic.

terminal Installation and usage

OCA documentation · Odoo 18.0

To configure this module, you need to:

  • Go to Setting \> Users \> Groups and check that your user has the "Show Full Accounting Features" and "Analytic Accounting" access rights.
  • Go to Invoicing \> Accounting \> Management \> Analytic Items.
  • Set the other partner in the form view of an the analytic entry.
  • Go back to list view where you can search and group by this new field.

You can also:

  • Go to the form view of one of the partners selected as "other partner".
  • Click on the smart-button Cost/Revenue placed on the upper-right part.
  • Navigate to the analytic items associated to this partner.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.