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Consuming stock internally while using the its costs in project

Hello,

I am dealing with a customer who provides catering services. The price is 
dependent only on how many portions they serve regardless of the costs of 
labour and/or ingredients used.

I am planning to use projects (analytic accounts) to keep track of 
profitability related to Sale Orders that will be invoiced based od delivered 
quantities (of portions). Now I am scratching my head as on how to consume 
storable stock (ingredients) in a way that its value would be added as a cost 
to the project. Internal transfers? Purchase Order within the organization?

The cost of staff should be possible to be dealt with with timesheets. Is that 
so?

Any advice is highly welcome. Thank you

Best regards

	Radovan Skolnik



by Radovan Skolnik - 08:40 - 7 Feb 2024

Follow-Ups

  • Re: Consuming stock internally while using the its costs in project
    Graeme & others,
    
    thank you for your input. I went for option 2. and it seems to be working. I have wanted to keep this tied to the project as other inputs affect profitability (timesheets for example) and it is created from sale order. The general scenario is:
    
    1. I use OCA stock_analytic and stock_picking_analytic modules to get analytic distribution into stock.picking and stock.move and stock.move.line
    2. I have created a scrap location representing the kitchen where I consume/expense/scrap the ingredients
    3. I have an automatic inventory valuation setup (AVCO but I guess would work with any other)
    4. I have created a module that includes valuation records for scrap operations into project profitability.
    
    So when I want to expens the ingredients I create an stock picking to the scrap (kitchen) location using the project's analytical tag. The ingredients will get scrapped creating a negative valuation record with analytic distribution from the stock picking. The project module adds account.analytic.lines (the valuation) records with (quite naive but works) domain like this into profitability calculation: 
    
                ("account_id", "=", self.analytic_account_id.id),
                (
                    "move_line_id.move_id.stock_move_id.location_dest_id.usage",
                    "=",
                    "inventory",
                ),
                ("category", "!=", "manufacturing_order"),
    
    Any comments on this are welcome. I have migrated stock_analytic and stock_picking_analytic to 17.0 and will open PRs soon. If there was an interest into my module I will gladly donate to OCA.
    
    Best regards
    
    	Radovan Skolnik
    
    On streda 7. februára 2024 21:12:41 CET Graeme Gellatly wrote:
    
    > There are a couple of things I can think of.
    
    > 1. Manufacturing Orders - ingredients as raw materials, portions as outputs,
    
    > workorders as labour. Delivery Order for what is delivered, Analytic
    
    > Accounts on sale. Can be done with/without projects. Will add up all your
    
    > costs. 2. Stock locations - this is not quite the same fit, but many times
    
    > I have faced scenarios where stocked goods are required for internal
    
    > projects and the easiest way has been a stock transfer to a location with a
    
    > different account set. Analytics could be added to both manufacturing and
    
    > stock easily enough and I believe OCA has modules to do so. Also for
    
    > linking MO's to projects. If you had a separate product / customer and used
    
    > anglosaxon you would end up with effectively actual cost, unfortunately
    
    > actual cost is an Odoo Enterprise only direct from Odoo feature at the
    
    > moment, but for something this basic it could be done quite simply.
    
    > Otherwise you could use average cost and rely on analytics/other reporting
    
    > for actuals. On Thu, Feb 8, 2024 at 8:41 AM Radovan Skolnik <
    
    > notifications@odoo-community.org [1] > wrote: Hello,
    
    > I am dealing with a customer who provides catering services. The price is
    
    > dependent only on how many portions they serve regardless of the costs of
    
    > labour and/or ingredients used.
    
    > I am planning to use projects (analytic accounts) to keep track of
    
    > profitability related to Sale Orders that will be invoiced based od
    
    > delivered quantities (of portions). Now I am scratching my head as on how
    
    > to consume storable stock (ingredients) in a way that its value would be
    
    > added as a cost to the project. Internal transfers? Purchase Order within
    
    > the organization? The cost of staff should be possible to be dealt with
    
    > with timesheets. Is that so?
    
    > Any advice is highly welcome. Thank you
    
    > Best regards
    
    > Radovan Skolnik
    
    > 
    
    > 
    
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    by Radovan Skolnik - 10:31 - 12 Feb 2024
  • Re: Consuming stock internally while using the its costs in project
    I've done something quite similar, and the report part on project overview was quite a headache!

    In my use cases I Haven't use stock at all, only consumable product that user are able to report from task or in a new list view likes timesheets.

    The branch (for Odoo 14.0) was stalled but this is still in production and working pretty well https://github.com/OCA/project/pull/814

    So based on this work, setting your stockable product as  `project_ok` and generating analytic lines somehow while consuming the product seems a good solution to mee.

    Hope this can help !



    Le mer. 7 févr. 2024 à 21:12, Graeme Gellatly <notifications@odoo-community.org> a écrit :
    There are a couple of things I can think of.

    1. Manufacturing Orders - ingredients as raw materials, portions as outputs, workorders as labour. Delivery Order for what is delivered, Analytic Accounts on sale. Can be done with/without projects. Will add up all your costs.
    2. Stock locations - this is not quite the same fit, but many times I have faced scenarios where stocked goods are required for internal projects and the easiest way has been a stock transfer to a location with a different account set. 

    Analytics could be added to both manufacturing and stock easily enough and I believe OCA has modules to do so. Also for linking MO's to projects. If you had a separate product / customer and used anglosaxon you would end up with effectively actual cost, unfortunately actual cost is an Odoo Enterprise only direct from Odoo feature at the moment, but for something this basic it could be done quite simply. Otherwise you could use average cost and rely on analytics/other reporting for actuals.

    On Thu, Feb 8, 2024 at 8:41 AM Radovan Skolnik <notifications@odoo-community.org> wrote:
    Hello,
    
    I am dealing with a customer who provides catering services. The price is 
    dependent only on how many portions they serve regardless of the costs of 
    labour and/or ingredients used.
    
    I am planning to use projects (analytic accounts) to keep track of 
    profitability related to Sale Orders that will be invoiced based od delivered 
    quantities (of portions). Now I am scratching my head as on how to consume 
    storable stock (ingredients) in a way that its value would be added as a cost 
    to the project. Internal transfers? Purchase Order within the organization?
    
    The cost of staff should be possible to be dealt with with timesheets. Is that 
    so?
    
    Any advice is highly welcome. Thank you
    
    Best regards
    
    	Radovan Skolnik
    
    
    

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    --
    Pierre

    by Pierre Verkest - 01:31 - 8 Feb 2024
  • Re: Consuming stock internally while using the its costs in project
    There are a couple of things I can think of.

    1. Manufacturing Orders - ingredients as raw materials, portions as outputs, workorders as labour. Delivery Order for what is delivered, Analytic Accounts on sale. Can be done with/without projects. Will add up all your costs.
    2. Stock locations - this is not quite the same fit, but many times I have faced scenarios where stocked goods are required for internal projects and the easiest way has been a stock transfer to a location with a different account set. 

    Analytics could be added to both manufacturing and stock easily enough and I believe OCA has modules to do so. Also for linking MO's to projects. If you had a separate product / customer and used anglosaxon you would end up with effectively actual cost, unfortunately actual cost is an Odoo Enterprise only direct from Odoo feature at the moment, but for something this basic it could be done quite simply. Otherwise you could use average cost and rely on analytics/other reporting for actuals.

    On Thu, Feb 8, 2024 at 8:41 AM Radovan Skolnik <notifications@odoo-community.org> wrote:
    Hello,
    
    I am dealing with a customer who provides catering services. The price is 
    dependent only on how many portions they serve regardless of the costs of 
    labour and/or ingredients used.
    
    I am planning to use projects (analytic accounts) to keep track of 
    profitability related to Sale Orders that will be invoiced based od delivered 
    quantities (of portions). Now I am scratching my head as on how to consume 
    storable stock (ingredients) in a way that its value would be added as a cost 
    to the project. Internal transfers? Purchase Order within the organization?
    
    The cost of staff should be possible to be dealt with with timesheets. Is that 
    so?
    
    Any advice is highly welcome. Thank you
    
    Best regards
    
    	Radovan Skolnik
    
    
    

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    Mailing-List: https://odoo-community.org/groups/contributors-15
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    by "Graeme Gellatly" <graeme@moahub.nz> - 09:11 - 7 Feb 2024